Escorts‍‌‍‍‌‍‌‍‍‌ Kubota Q2FY26 Profit at ₹318 Crore; Revenue Rises to ₹2,792 Crore

Faridabad, November 4, 2025 – Escorts Kubota Limited (NSE: ESCORTS, BSE: 500495) reported a consolidated net profit of ₹318.11 crore for the quarter ended September 30, 2025 (Q2FY26), down from ₹324.22 crore in the same period last year. Total income went up to ₹2,925.81 crore from ₹2,393.26 crore last year, thanks to a strong performance of the agri-machinery business which more than made up for the drop in the construction equipment sector.

Financial Performance Snapshot

Revenue from operations increased to ₹2,791.56 crore from ₹2,277.25 crore in Q2FY25, while profit before tax went up to ₹427.25 crore from ₹274.97 crore. For the six months period ended September 2025, total revenue was ₹5,291.61 crore, an increase from ₹4,850.98 crore in H1FY25. Net profit for H1FY26 was ₹1,715.21 crore, which also included the one-time gain from the sale of the Railway Equipment Division (RED Business).

Segment Performance

The Agri Machinery segment was the mainstay of the company’s growth, with revenue increasing to ₹2,446.22 crore from ₹1,896.52 crore a year earlier, on the back of strong rural demand and steady export orders. Construction Equipment segment, however, saw its revenue fall to ₹338.10 crore from ₹379.91 crore in Q2FY25 due to subdued infrastructure demand.

Exceptional Gains and Financial Position

Escorts Kubota achieved an extraordinary profit of ₹75.99 crore during the quarter by selling the land and buildings to Sona BLW Precision Forgings Ltd. The company’s balance sheet looks solid with total assets of ₹15,064.03 crore as at September 30, 2025, as compared to ₹13,098.49 crore as at March 31, 2025. While equity increased to ₹11,881.29 crore, total liabilities were ₹3,182.74 crore. Cash and cash equivalents amounted to ₹280.94 crore, and investments were ₹5,146.41 crore, indicating strong liquidity.

Dividend and Management Commentary

The Board approved a final dividend of ₹18 per equity share for FY25. Chairman and Managing Director Nikhil Nanda said that the company’s growth will largely be driven by its strategic focus on agri and construction machinery which is backed by innovation and operational efficiency. Besides, he emphasized that the divestment of the railway business gave Escorts Kubota the opportunity to deepen its focus on the core business.

Stock Market Performance

On November 4, 2025, the shares of Escorts Kubota closed at ₹3,810.00 on the NSE, a decrease of about 0.9%. The stock is still trading significantly higher than its 52-week low of ₹2,776 but below its 52-week high of ₹4,180, indicating a short-term consolidation after the steady increase.

Faridabad-based Escorts Kubota Limited is a major Indian industrial brand that designs, manufactures, and markets machines and equipment for agriculture, construction, and engineering. The company is a joint venture between the Nanda family and Japanese Kubota Corporation and it is listed on both NSE and ‍‌‍‍‌‍‌‍‍‌BSE.

REF: https://nsearchives.nseindia.com/corporate/ESCORTS2_04112025135638_EKL_2025_11_04_Outcome_of_BM.pdf

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