Escorts Kubota Limited has announced its revised earnings presentation for Q3FY26, showcasing strong operational performance across key business segments. The company submitted its unaudited financial results for the quarter and nine months ended December 31, 2025, to stock exchanges on February 10, 2026.

Strong Q3FY26 Financial Performance

Escorts Kubota delivered robust financial results for Q3FY26, demonstrating resilient business fundamentals and operational efficiency. The company's revenue from operations grew significantly while maintaining healthy profitability margins.

The company's material cost as a percentage of revenue improved to 71.0% from 73.1% in Q3FY25, reflecting better cost management. Manpower costs decreased to 6.4% from 6.8% year-on-year, contributing to margin expansion.

Segment-wise Performance Analysis

Agri Machinery Products

The agri machinery segment remained the primary growth driver, contributing significantly to overall revenue performance. The segment demonstrated strong market positioning across tractor and non-tractor categories.

The tractor business maintained its strong momentum with domestic volumes reaching 96,550 units in 9MFY26, representing 12.6% YoY growth. Export volumes showed exceptional performance with 4,863 units in 9MFY26, marking 53.9% YoY growth.

Construction Equipment Segment

The construction equipment division faced headwinds but showed sequential improvement. Despite volume challenges, the segment maintained its market leadership position in key product categories.

The company maintained strong market share positions with PNC cranes at 40.8% and mini excavators at 23.2%. Capacity utilization stood at approximately 60% for Q3FY26.

Nine-Month Performance Highlights

For the nine-month period ending December 31, 2025, Escorts Kubota achieved exceptional results driven by both continuing and discontinued operations.

The significant increase in total PAT was primarily attributed to discontinued operations, which contributed ₹1,027.6 crore compared to ₹94.1 crore in 9MFY25.

Market Position and Operational Metrics

Escorts Kubota maintained strong operational efficiency with return on capital employed at 17.5% (annualized) and return on equity at 12.0% (annualized) for Q3FY26. The company's capacity utilization remained healthy at approximately 75% for tractors and 60% for construction equipment.

The domestic tractor industry grew 23.2% YoY in Q3FY26, while export markets expanded 20.1% YoY, providing favorable market conditions for the company's growth trajectory.

Escorts Kubota Limited has uploaded the audio recording of its quarterly earnings conference call on the company website, fulfilling regulatory disclosure requirements under SEBI regulations.

Regulatory Compliance

The company has disclosed the availability of the conference call audio recording pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. This disclosure falls under Para A(15) of Part A of Schedule III of the regulations.

Communication Details

The notification was sent to both major stock exchanges where the company is listed. BSE Limited received the communication for stock code 500495, while National Stock Exchange of India Limited was informed for the ESCORTS symbol.

Document Authentication

The regulatory filing was digitally signed by Arvind Kumar, Company Secretary of Escorts Kubota Limited, on February 10, 2026, at 20:33:13 +05'30'. The digital signature ensures the authenticity and integrity of the regulatory communication.

Investor Access

Investors and stakeholders can access the complete audio recording of the earnings discussion through the company's official website under the investors section. This transparency measure allows broader access to management commentary on the company's quarterly financial performance.