Escorts Kubota Ka Dhamakedar Q3! Profit **38%** Up, **₹1600 Cr** Ka Deal Done!

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AuthorIshaan Verma|Published at:
Escorts Kubota Ka Dhamakedar Q3! Profit **38%** Up, **₹1600 Cr** Ka Deal Done!
Overview

Yaar, Escorts Kubota ke liye Q3 FY26 ekdum zabardast raha! Company ne standalone adjusted PAT mein **38.3%** ka tagda jump dikhaya hai, pohanch gaya **₹401.6 Crore** par. Revenue bhi **11.1%** badhkar **₹3,261.4 Crore** ho gaya. Saath mein, unhone apna Railway Equipment Business **₹1,600 Crore** mein bech bhi diya hai!

Aisa Kaisa Hua Ye Kamaal? (The Numbers Breakdown)

Chalo, ab dekhte hain yeh numbers aaye kaise aur kya-kya hua hai Escorts Kubota mein. Company ka EBITDA bhi 30.9% YoY badhkar ₹438.7 Crore pohancha hai. Aur margin toh 203 bps badhkar 13.5% ho gaya hai. Matlab, cost cutting mast chal rahi hai, material cost bhi kam hua hai revenue ke comparison mein, jisse operating leverage ka fayda mila hai.

Agar hum poore 9 mahine (9M FY26) ki baat karein, toh revenue 9.9% badhkar ₹8,522.1 Crore aur adjusted PAT 34.1% badhkar aaya hai. Ye bhi kaafi achha growth hai.

Business Segments Ka Kaisa Hai Haal?

Agri Machinery segment mein, especially exports se kaafi achha business mila hai, tractor volumes bahut badhiya chal rahe hain. Lekin, Construction Equipment (CE) segment mein volumes 13.7% gire hain YoY, haan par QoQ recovery dikhi hai. Toh CE segment mein recovery lane par focus rahega.

Badi Deal Bhi Hui Hai!

Aur haan, sabse bada move yeh hai ki unhone apna Railway Equipment (RED) Business Sona BLW ko ₹1,600 Crore mein final sale kar diya hai. Is business ko ab discontinued operations mein dikhaya jaa raha hai.

Quality Bhi Hai Mast!

Company ki quality bhi dikh rahi hai. ROCE standalone operations ka 75% (annualized) hai, aur CE segment ka toh 200.2% hai! Standalone ROE bhi lagbhag 60% (annualized) hai. Ye numbers bahut strong hain.

Aage Kya Dekhna Hai?

Ab investors dekhenge ki exports ka momentum kaise barkarar rehta hai aur CE segment mein recovery kaise hoti hai. Regulatory changes aur economic halchal bhi nazar rakhni hogi.

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