ALFA Finder| Management target | Revenue 2030 |
|---|
| Revenue growth | 28% QoQ, 43% YoY; strongest ever Q2 revenue performance. |
|---|---|
| Margins | EBITDA margin at 13.7%; 167 bps expansion YoY in H1. |
| Demand visibility | Strong domestic CV demand; replacement cycles and infrastructure driving volumes. |
| Management confidence | High; confident in converting market opportunities despite supply headwinds. |
Growth
Revenue grew 28% QoQ and 43% YoY; H1 FY27 PAT jumped 67% YoY with margin expansion.
Outlook
Targeting ₹5,000 Cr revenue by 2030; capacity expansion of 20-30% to be completed by next quarter.
Risks
Commodity price volatility, steel scarcity, and supply chain constraints in gears and fuel-related costs.
Last quarter's promises, checked
Delivered
- Guided PAT margin 7.5–8.5% → Q1 actual 8.7%; Q2 margin not disclosed (= BEAT)
- Guided exports 8–12% of sales → Q1 13% (= BEAT)
Partly delivered
- Guided 25–30% capacity addition → 20–30% still in progress, due Q3 (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: AUTOAXLES. Summary written with AI assistance from the document.
Automotive Axles Ltd: key numbers
- Share price
- ₹1,829.30
- Market cap
- ₹2,764 Cr
- Revenue (annual)
- ₹2,178 Cr
- Net profit (annual)
- ₹164.4 Cr
- P/E (TTM)
- 13.9×Sector 32.4×
- Promoter holding
- 71.04%+0.00% QoQ
- FII holding
- 0.77%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Automotive Axles Ltd
All →Automotive Axles Management Change
Automotive Axles Limited's board confirmed Mr. Raman K as regular Chief Financial Officer and KMP, superseding his interim role from 12 November 2026. He is a Chartered Accountant with over 15 years of finance experience.
Automotive Axles Q2 FY27 Results: Net Profit ₹60.1 Cr, Up 66.9% YoY
Automotive Axles Ltd reported revenue from operations of ₹662.6 Cr (+43.5% YoY) and net profit of ₹60.1 Cr (+66.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹60.1 Cr · +66.9% YoY
Automotive Axles Board Meeting Date
Automotive Axles gave prior intimation that its Board meets on 12 November 2026 to consider unaudited results for the quarter and half year ended 30 September 2026. This is an advance notice of a future meeting.
Automotive Axles Other Announcement
Automotive Axles Ltd has submitted its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI Regulation 31(1)(b).
Automotive Axles Other Announcement
Automotive Axles Limited has informed shareholders that the final dividend for FY 2025-26 has been successfully credited to their respective bank accounts.
Automotive Axles Other Announcement
Automotive Axles Limited received an ESG rating of 'Crisil ESG 66' from Crisil ESG Ratings & Analytics Limited, falling under the 'Strong' category.