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Automotive Axles Limited Q4 FY25 earnings call summary

NSE: AUTOAXLES · BSE: 505010

Earnings call of 21 May 2025, summarised by AI from the filing.

Marginal EBITDA improvement expected, but significant improvement unlikely unless market and volumes improve.

Key takeaways

  1. FY26 guidance Marginal EBITDA improvement expected, but significant improvement unlikely unless market and volumes improve.
  2. Direct sales Started selling directly to OEMs from April 1, 2025, with technical and management fee to Meritor HVS.
  3. Growth driver New product development, aftermarket, and export business to drive absolute growth.
  4. Market risk MHCV market expected to be soft in FY26, with production around 400,000 vehicles, a 3% degrowth.

Original filing on BSE

Automotive Axles Limited Q1 FY27 results

As filed: Revenue ₹517 cr (+6% year on year), EBITDA ₹59.9 cr (+25% year on year), PAT ₹45.6 cr (+27% year on year), EBITDA margin 11.6% (+177 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹664 cr (+19% year on year), EBITDA ₹77.0 cr (+22% year on year), PAT ₹53.9 cr (+17% year on year), EBITDA margin 11.6% (+34 bps). Score 92 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 34 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +5.5% in 30 days (Nifty 500: +3.0%).
  • Q3 FY26: Revenue ₹562 cr (+6% year on year), EBITDA ₹63.9 cr (+10% year on year), PAT ₹38.8 cr (+17% year on year), EBITDA margin 11.4% (+44 bps). Score 84 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA and profit before exceptional items growth were well above it. EBITDA margin rose 44 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: −5.8% in 30 days (Nifty 500: −4.5%).
  • Q2 FY26: Revenue ₹462 cr (−7% year on year), EBITDA ₹48.0 cr (−6% year on year), PAT ₹36.0 cr (0% year on year), EBITDA margin 10.4% (+9 bps). Score 41 of 100, In line with trend. Revenue and EBITDA growth were below the company's own trend; profit growth was in line with it. EBITDA margin was flat year on year. Revenue fell 6% from last quarter. Share price after the results: +0.5% in 29 days (Nifty 500: +0.4%).
  • Q1 FY26: Revenue ₹489 cr (−1% year on year), EBITDA ₹48.0 cr (−2% year on year), PAT ₹36.0 cr (+6% year on year), EBITDA margin 9.8% (−14 bps). Score 53 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend; profit growth was above it. EBITDA margin fell 14 bps year on year. Revenue fell 13% from last quarter. Share price after the results: −4.9% in 30 days (Nifty 500: +0.1%).
  • Q4 FY25: Revenue ₹560 cr (−2% year on year), EBITDA ₹63.0 cr (−2% year on year), PAT ₹46.0 cr (+5% year on year), EBITDA margin 11.3% (+6 bps). Score 52 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA growth was in line with it; profit growth was above it. EBITDA margin was flat year on year. Share price after the results: +4.2% in 30 days (Nifty 500: +0.8%).
  • Q3 FY25: Revenue ₹531 cr (−2% year on year), EBITDA ₹58.0 cr (−2% year on year), PAT ₹40.0 cr (+3% year on year), EBITDA margin 10.9% (+2 bps). Score 50 of 100, In line with trend. Revenue and EBITDA growth were below the company's own trend; profit growth was above it. EBITDA margin was flat year on year.
  • Q2 FY25: Revenue ₹495 cr (−15% year on year), EBITDA ₹51.0 cr (−23% year on year), PAT ₹36.0 cr (−20% year on year), EBITDA margin 10.3% (−100 bps). Score 14 of 100, Below trend. EBITDA margin fell 100 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Automotive Axles Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.