| Revenue guidance | -20.0% → -7.5% Raised by 12.5 percentage points |
|---|---|
| Management target | Revenue FY27 |
| Revenue growth | Revenue ₹5,168M; volumes dipped 30% sequentially but remained historically high. |
|---|---|
| Margins | Record 13.6% EBITDA; structural expansion via product mix and automation. |
| Demand visibility | Positive shift; industry de-growth forecast improved from 20% to 5-10%. |
| Management confidence | Balanced; highlighting record margins while acknowledging industry-wide volume headwinds. |
Growth
Revenue stood at ₹5,168 million. Growth is driven by higher tonnage vehicles and new product launches like the 160 tandem axle.
Outlook
Industry outlook revised upward from 20% de-growth to 5-10% for FY27, targeting revenue levels similar to FY26.
Risks
Near-term risks include erratic monsoons affecting freight movement and heightened competition in the large truck axle segment.
Last quarter's promises, checked
Delivered
- Guided Phase 1 capex completion → delivered 40% of ₹120Cr cycle (= BEAT)
- Guided 400k+ industry volume → delivered 480k FY26 units (= BEAT)
- Guided technical fee 4-4.5% → delivered 4-4.5% range (= BEAT)
Partly delivered
- Guided ₹4,500Cr-₹5,000Cr aspirational revenue → delivered ₹2,177Cr FY26 (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: AUTOAXLES. Summary written with AI assistance from the document.
Automotive Axles Ltd: key numbers
- Share price
- ₹1,627.80
- Market cap
- ₹2,460 Cr
- Revenue (annual)
- ₹2,178 Cr
- Net profit (annual)
- ₹164.4 Cr
- P/E (TTM)
- 14.1×Sector 32.1×
- Promoter holding
- 71.04%+0.00% QoQ
- FII holding
- 0.75%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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Automotive Axles Ltd reported revenue from operations of ₹516.8 Cr (+5.6% YoY) and net profit of ₹45.6 Cr (+27.7% YoY) for Q1 FY27.
- Key figure
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Automotive Axles Limited has scheduled a board meeting for August 5, 2026, to consider and approve the unaudited financial results for the quarter ended June 30, 2026.