Q1 2025 Escorts Kubota Ltd Earnings Call Transcript

Aug 01, 2024 / 11:30AM GMT

Release Date Price: ₹4150 (-0.56%)

Transcript

Key Points

Positve

EBITDA margin improved to 14.3%, up 22 basis points YoY, driven by better product mix and cost control.
PBIT reached INR 388.1 crores, marking a 2.5% YoY increase, the highest ever for the company.
Net profit increased by 2.4% YoY to INR 289.6 crores.
Construction Equipment business saw EBIT margin rise to 10.4% from 7.6% YoY, due to better utilization and product mix.
Railway division successfully supplied its first-ever electric control panel order and completed a major project reassessment with DMRC.

Negative

Operating revenue declined by 1.5% YoY to INR 2,292.5 crores.
Tractor volume decreased by 3.2% YoY to 25,720 units.
Construction equipment volume fell by 3.5% YoY to 1,325 machines.
Railway shipment revenue dropped by 18% YoY to INR 244.7 crores.
Export volume for tractors declined significantly, impacted by challenging market conditions in Europe.

Operator

Ladies and gentlemen, welcome to the Escorts Kubota Limited quarterly Q1 FY25 conference call hosted by PhillipCapital India privately. (Operator Instructions) Please note that this conference is being recorded.

I now hand the call over to Mr. Saksham Kaushal from PhillipCapital.

Saksham Kaushal

PhillipCapital Pvt. Ltd. - Analyst

Thank you, Sumit. Good evening on behalf of PhillipCapital. I welcome you all for Escorts Kubota Limited's Q1 FY25 earnings conference call.

I also take this opportunity to welcome the management team from Escorts Kubota Limited. Today, we have with us Mr. Bharat Madan, Whole-Time Director and Chief Financial Officer; Mr. Neeraj Merta, Chief Officer, Agri, Machinery, Business Division, Domestic Sales; Mr. Sanjeev Bajaj, Chief Officer, Executive Construction Equipment, Business Division; Mr. Ankur Dev, Chief Officer, Railway Equipment Business Division; Mr. Sanjeev Garg, Head Finance and Tax; and Mr. Prateek Singhal, Investor Relations and ESG. We will start the call with brief opening remarks from the management,

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