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04-Aug-2025

Escorts Kubota

Healthy monsoon and new product launches to support tractor sales


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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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