India · Delayed Price · Currency is INR ZF Commercial Vehicle Control Systems India Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY 2025-26 delivered strong revenue and profit growth, outperforming the commercial vehicle market, with robust aftermarket and OE sales, despite export headwinds. Strategic localization, new product launches, and sustainability initiatives position the company for continued growth.
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Q2 FY 2025-26 delivered marginal revenue growth and strong profitability, with EBITDA margin at 22.9%. Aftermarket and LCV segments grew robustly, while exports faced US headwinds but saw gains in Europe. Strategic focus remains on electrification and regulatory-driven products.
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Revenue grew 7.3% year-over-year to INR 1,042.15 crores, with profit after tax up 23.23%. Strong OE and aftermarket growth offset export declines, while record EBITDA margin and new tech launches position the company for regulatory-driven expansion.
Fiscal Year 2025
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Q4 FY2024-2025 saw record revenues and profit before tax, with strong export and service growth. Strategic focus on advanced technologies, regulatory-driven products, and plant expansion positions the company for continued growth, despite industry and export headwinds.
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Q3 FY24-25 delivered 4.4% revenue growth and a significant EBITDA margin improvement to 23.3%, driven by strong aftermarket and export performance, cost optimization, and new product launches. The company is well-positioned for future growth amid evolving regulatory and market conditions.