'
Escorts Kubota hosted
a conference call on Aug 4, 2025. The company was represented by Mr. Bharat
Madan, Chief Financial Officer; Mr. Neeraj Mehra, Chief Officer of the Tractor
Business Division; and Mr. Sanjeev Bajaj, Chief Officer of the Construction
Equipment Business.
Key takeaways of the call
In Q1 FY26, tractor volume stood at
30,581 units, up by 0.7% YoY. Construction Volume decreased 23.7% YoY to 1,055
units.
Management remains optimistic about
tractor sales growth, supported by widespread above-normal monsoon rains,
elevated water reservoir levels, and healthy rural sentiments. Growth is
expected to be in the mid-to-high single digits for FY26.
Construction Equipment (CE) market
is currently experiencing difficulties stemming from reduced construction
activities due to monsoon, and project delays. Government is likely to increase
investment in infrastructure projec...
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