Escorts Kubota Limited has notified the stock exchanges of two scheduled analyst and institutional investor meetings in May 2026, pursuant to Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The intimation, signed by Company Secretary Arvind Kumar, was filed on May 04, 2026.

Scheduled Investor Meetings

The company has outlined two distinct investor interactions across the month of May 2026. The meetings involve separate fund houses and differ in format, as detailed below:

Regulatory Compliance and Disclosures

The intimation has been made in compliance with Regulation 30 of the SEBI Listing Regulations, which mandates listed companies to disclose schedules of analyst or institutional investor meetings to the exchanges. In addition, the company has noted that its Investor and Earnings Presentation is available on its official website in accordance with Regulation 46 of the SEBI Listing Regulations.

Escorts Kubota has explicitly stated that no unpublished price sensitive information is proposed to be shared during either of the scheduled meetings. This disclosure is a standard regulatory requirement aimed at ensuring transparency and equal access to material information among all market participants.

Company Details

Escorts Kubota Limited is registered at 15/5, Mathura Road, Faridabad – 121003, Haryana, India, and can be reached at corp.secretarial@escortskubota.com . The company's investor and financial presentations are accessible at https://www.escortskubota.com/investors/financials .

Escorts Kubota Limited has reported robust growth in its tractor business for April 2026, with total tractor sales increasing 24.4% year-on-year. The company's Agri Machinery Business Division sold 10,857 tractors in April 2026 compared to 8,729 tractors in April 2025, demonstrating strong market performance despite challenging global conditions.

Strong Domestic Tractor Performance

The domestic tractor segment was the primary driver of growth, with sales reaching 10,398 units in April 2026, representing a substantial 27.6% increase from 8,148 units sold in April 2025. This growth was supported by several favorable market conditions including positive farm sentiment, adequate reservoir levels, and improved rural liquidity following recent GST reductions.

The company noted that the domestic tractor industry sustained healthy growth in April 2026, with steady underlying demand supporting the positive performance. However, management highlighted potential near-term challenges including current geopolitical situations and their impact on supply chains, along with increasing input costs that may moderate farmer affordability and sentiment.

Export Sales Face Headwinds

While domestic sales showed strong momentum, export tractor sales experienced a decline of 21.0%, falling to 459 tractors in April 2026 from 581 tractors in the corresponding period of 2025. This decline reflects broader challenges in international markets and global supply chain disruptions.

Construction Equipment Remains Flat

The Construction Equipment Business Division reported relatively stable performance with 396 machines sold in April 2026, compared to 400 machines in April 2025, representing a marginal 1.0% decline.

The construction equipment industry witnessed largely flat volumes during April 2026. While ongoing infrastructure execution and an established project pipeline continued to provide support, incremental growth remained muted across segments. Equipment utilization stayed stable, aided by government capital expenditure programs.

Market Outlook and Challenges

Escorts Kubota management identified several factors that will influence future performance. For the agricultural segment, evolving weather conditions, particularly emerging El Niño signals, will remain key monitoring points for future demand trends. In the construction equipment sector, emerging geopolitical uncertainties may pose potential supply-chain disruptions and pressure on government capital expenditure programs, along with increased input cost pressures that could temporarily impact demand.

The company stated it will continue to monitor these external factors closely until clarity emerges on external risks and demand signals regain consistency across both business divisions.