Eicher Motors Limited has made available the complete transcript of its earnings conference call held on February 10, 2026, to discuss the company's financial results for the third quarter and nine-month period ended December 31, 2025. The disclosure was made pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015.

Conference Call Documentation

Company Secretary Atul Sharma communicated the availability of the transcript to both BSE Limited and National Stock Exchange of India Ltd on February 16, 2026. The formal communication followed the company's earlier intimation dated February 03, 2026, which had announced the schedule of the group conference call.

Management Participation

The earnings call featured key leadership from both Eicher Motors and VE Commercial Vehicles. Mr. B. Govindarajan, Managing Director of Eicher Motors and CEO of Royal Enfield, led the discussion alongside Ms. Vidhya Srinivasan, Chief Financial Officer, and Mr. Vinod Aggarwal, Vice Chairman of Eicher Motors and MD & CEO of VE Commercial Vehicles. The call was moderated by Mr. Hitesh Thakurani from HDFC Securities Limited.

Q3FY26 Financial Highlights

During the conference call, management presented robust Q3FY26 performance metrics. The company reported consolidated revenue of ₹6,114 crores, marking 23% growth over ₹4,973 crores from Q3 last year. EBITDA stood at ₹1,557 crores, representing 30% growth over ₹1,201 crores in the previous year's corresponding quarter.

Capacity Expansion Announcement

A significant highlight from the conference call was the Board's approval of a major capacity expansion proposal for Royal Enfield. The company announced plans for brownfield expansion at its Cheyyar manufacturing facility in Tamil Nadu, taking annual production capacity to 20 lakh units from the current 1.4 million units. The project involves an estimated investment of ₹958 crores over two years, with target capacity achievement by FY 27-28.

Regulatory Compliance

The transcript release ensures transparency and compliance with regulatory requirements for listed companies. The company trades on BSE with security code 505200 and on NSE under the symbol EICHERMOT. The complete transcript is accessible on the company's official website for stakeholder convenience.

Source:

Eicher Motors Limited announced a major capacity expansion initiative for its Royal Enfield motorcycle division, with the Board of Directors approving an investment of Rs 958 crore on February 10, 2026. The expansion represents a strategic move to address growing market demand and enhance the company's manufacturing capabilities.

Capacity Enhancement Details

The approved expansion will significantly boost Royal Enfield's production capabilities through brownfield development at the company's existing Cheyyar facility in Tamil Nadu. The project will be financed entirely through internal accruals, demonstrating the company's strong financial position.

Implementation Timeline

The capacity expansion will follow a structured phased approach to ensure smooth integration with existing operations. The ramp-up process is strategically planned to begin in Q1 FY 2026-27, with full capacity achievement targeted by FY 2027-28.

Strategic Rationale

The expansion initiative is driven by the company's objective to cater to increasing demand for Royal Enfield motorcycles. With existing capacity operating close to full utilization across all plants, the additional capacity will provide the necessary production flexibility to meet market requirements.

Regulatory Compliance

The announcement was made in compliance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The disclosure follows the requirements outlined in the SEBI Master Circular dated January 30, 2026, ensuring full transparency with stakeholders and regulatory authorities.

This capacity expansion represents Eicher Motors' commitment to strengthening its position in the motorcycle segment while maintaining operational efficiency through strategic brownfield development at its established Tamil Nadu facility.