Wheels India Ltd (NSE:WHEELS)
₹ 1,466.1 +23.5 (+1.63%) Market Cap: 35.76 Bil Enterprise Value: 43.49 Bil PE Ratio: 21.90 PB Ratio: 3.44 GF Score: 68/100

Q4 2025 Wheels India Ltd Earnings Call Transcript

May 20, 2025 / 10:30 AM GMT
Release Date Price: ₹736.1 (-4.73%)

Key Points

Positve
  • Wheels India Ltd (BOM:590073) reported a 56% increase in net profit for FY25, reaching 105.9 crores compared to 67.9 crores in the previous year.
  • The company achieved a marginal increase in Q4 revenues, driven by strong demand in the domestic agriculture tractor market and air suspension systems for buses.
  • Export growth was led by strong sales of windmill components in Q4.
  • The company made a significant CapEx investment of 250 crores in FY25, with a focus on a new tractor wheel plant and upcoming investments in windmill components.
  • The board recommended a final dividend of INR 7.03 per share, in addition to an interim dividend of INR 4.5 per share announced earlier in the year.
Negative
  • Despite the increase in net profit, Q4 profit remained flat at 36 crores compared to 36.8 crores in the corresponding quarter of FY24.
  • The company experienced a de-growth in exports last year, with an 8% decline from peak exports in FY24.
  • There is concern about the impact of tariffs on export demand, which may reduce demand towards the latter part of the year.
  • The company anticipates only single-digit growth in the coming year due to modest growth expectations in the underlying industry segments.
  • Potential margin pressure could arise from any escalation in steel prices, as there is typically a lag effect when prices increase.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

WHEL.NS - Wheels India Ltd
Q4 2025 Wheels India Ltd Earnings Call
May 20, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Wheels India Q4 F 525 earnings score hosted by ICICI Securities Limited. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Vivek Kumar.

Thank you and over to you, sir.

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Unidentified_2 [2]
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