Escorts Kubota Limited , a leading agricultural machinery manufacturer, has announced its financial results for the quarter ended September 30, 2025, showcasing significant growth in revenue and profit, largely driven by discontinued operations.

Revenue Growth

The company reported a robust increase in revenue for Q2, with revenue from operations rising to ₹2,777.42 crores, up from ₹2,489.96 crores in the previous quarter. This represents an 11.54% quarter-over-quarter growth, indicating strong demand for the company's products.

Profit Performance

Escorts Kubota experienced a substantial increase in net profit, which stood at ₹1,400.24 crores compared to ₹326.70 crores in the previous quarter. This significant jump in profit was primarily driven by ₹1,027.63 crores profit from discontinued operations, including ₹1,004.37 crores from the sale of RED Business.

Corporate Governance Updates

The company announced several changes to its Board of Directors:

1. The Board size was optimized from 18 to 16 Directors.
2. Mr. Manish Sharma (Independent Director) resigned effective August 21, 2025.
3. Mr. Dai Watanabe (Non-Executive Nominee Director) resigned effective October 31, 2025.

Additionally, the Board revised the Policy for Determination of Materiality of Events, authorizing Mr. Akira Kato as Deputy Managing Director to determine materiality of events alongside other designated officials.

Looking Ahead

As Escorts Kubota navigates through the fiscal year, the company's ability to maintain its revenue growth momentum will be closely watched. The substantial profit from discontinued operations, particularly the sale of the RED Business, marks a significant event for the company.

Escorts Kubota continues to demonstrate its strength in the agricultural machinery sector, with its Q2 results reflecting the company's ability to grow revenue and capitalize on strategic business decisions. The optimization of the Board structure and updates to corporate policies indicate the company's focus on enhancing governance and operational efficiency.

Escorts Kubota Limited , a leading engineering conglomerate in India, has reported a mixed performance across its business divisions for October 2025. The company's Agri Machinery Business achieved record-breaking monthly sales, while the Construction Equipment Business faced challenges.

Agri Machinery Business Highlights

The Agri Machinery Business division of Escorts Kubota Limited reported its highest monthly sales in October 2025, with 18,798 tractors sold. This represents a 3.8% growth compared to the same period last year. Here's a breakdown of the tractor sales:

The strong performance in the tractor segment can be attributed to several factors:

• Preponed festive season demand
• Consistent government support
• Reduced GST rates
• Favorable agricultural conditions
• Adequate water reservoir levels

Construction Equipment Business Challenges

In contrast to the robust tractor sales, the Construction Equipment Business Division faced significant headwinds:

The construction equipment sector is currently experiencing difficulties due to:

• Extended monsoon season
• Slow mobilization of infrastructure projects

Year-to-Date Performance (April - October 2025)

Looking at the seven-month period from April to October 2025, the company's performance shows divergent trends:

Future Outlook

Despite the challenges in the construction equipment sector, Escorts Kubota Limited remains optimistic about the future. The company expects the construction equipment industry to recover in the remaining part of the fiscal year, citing the government's commitment to infrastructure investments and the initiation of new projects across the nation.

For the tractor segment, the company anticipates stable demand during the upcoming rabi season, reinforcing a positive outlook for the industry.

Management Changes

In a separate announcement, Escorts Kubota Limited informed that Mr. Dai Watanabe has resigned from his position as Non-Executive-Nominee Director of the company, effective October 31, 2025. The resignation was due to his pre-occupation with other professional assignments.

As Escorts Kubota Limited navigates through these mixed market conditions, investors and industry observers will be keenly watching how the company adapts its strategies to capitalize on the strong agricultural sector performance while addressing the challenges in the construction equipment business.