Escorts Kubota Limited · NSE:ESCORTS
Escorts Kubota — Investor Presentation (June 2025)
42 slides from Escorts Kubota's investor presentation, Jun 11, 2025
Slide 1: Intimation of updated Investor Presentation to exchanges
June 11, 2025 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Mumbai – 400001 Bandra East, Mumbai – 400051 BSE – 500495 NSE ‐ ESCORTS Sub: Copy of updated Investor Presentation Dear Sir/ Ma’am, Pursuant to the provis
Slide 2: Investor Presentation June 2025
INVESTOR PRESENTATION June 2025 BSE: 500495 | NSE: ESCORTS Escorts Kubota Limited 1
Slide 3: Safe Harbor Statement
SAFE HARBOR STATEMENT “Certain statements in this document include forward-looking comments and information concerning the company’s plans and projections for the future, including estimates and assumptions with respect to economic, political, technological, weather, market acceptance and other fact
Slide 4: Escorts Kubota Limited: Overview
Escorts Kubota Limited: Overview (Formerly Escorts Limited) 1950s 1969 1995 2004-2012 2020-2022 2024-25 There are people Launched Started Started who have a Powertrac Escorts Manufacturing Manufacturing significant Brand of number. Products EKFL Inception Escorts Construction tractors & Expansion Ca
Slide 5: EKL Snapshot
EKL Snapshot 80+ Years Of Prosperity and Trust More than 2.5 mm Equipment Sold 6 Manufacturing Plant Exporting to 80+ Countries 1,600+ Pan India Dealers & Over 1,250 Branches 1 R&D Centre & Corporate Office For Kubota, Farmtrac, Powertrac & Escorts Brand 15K+ No. of Employees 9,000+ Pan India Regist
Slide 6: Current Business
Current Business Agri Machinery Products (83%) Tractor Business Agri Solutions Business Engines Business Spare Parts & Service Business Global Part Centre Construction Equipment (17%) Material handling Earth Moving Road Compaction (xx%) = FY25 Business Division Revenue share to EKL Revenue Escorts K
Slide 7: Agri Machinery Products
Agri Machinery Products Tractor Business (80%) Non-Tractor Business (20%) Agri Solution Business Engine Business Spare Parts and Service Business (xx%) = Approx. Business Revenue share to Agri Machinery Products Revenue in FY25 Escorts Kubota Limited 6
Slide 8: Tractor Business
Tractor Business Escorts Kubota Limited 7
Slide 9: EKL Product Portfolio: Brands
EKL Product Portfolio : 3 Brands KUBOTA FARMTRAC POWERTRAC (21 – 55 HP) (26 – 110 HP) (11 – 90 HP) Technology, Versatile & Powerful, Premium Feel & Fuel Efficient with Cost Comfortable Application Suitability competitiveness & Application focus Escorts Kubota Limited 8
Slide 10: Domestic Tractor Industry
↑ DOMESTIC TRACTOR INDUSTRY Increasing Trend towards Mechanisation Minimum Support Prices for Key Crops Scarcity of Labour Ease of Credit Availability from Govt. ❖ India is the largest manufacturer of farm equipment (in terms of volume) ❖ 0.94 million units in FY25. ❖ Customer exchange their tractor
Slide 11: Domestic Segmentation
Domestic Segmentation 64.3% Industry Segment in % 60.1% 27.5% 25.0% 9.9% 8.3% 2.5% 2.3% < 30 HP 31-40 HP 41-50 HP > 50 HP EKL-AM Segment wise Volume in % 68.1% 64.1% 24.8% 21.6% 10.4% 9.8% 0.6% 0.5% < 30 HP 31-40 HP 41-50 HP > 50 HP FY24 FY25 Escorts Kubota Limited 10
Slide 12: Product Positioning
Product Positioning Right Positioning of Brands to Cover all Segments Brands Powertrac* Farmtrac Kubota Customer Entry Level Mass Segment Entry Level Premium Premium Positioning Portfolio Expansion across all brands * Powertrac includes Steeltrac & Digitrac Escorts Kubota Limited 11
Slide 13: Recent Products Launch
Recent Products Launch Market Segmentation : 31-50 HP PROMAXX delivers exceptional performance with advanced technology and a sleek design, offering superior comfort and versatility for various applications Escorts Kubota Limited 12
Slide 14: Escorts Kubota Limited
€ Kubota FARKNXI TRAC Escorts Kubota Limited FARIVITRAG FARIVITRAG 60 6055 WERLLIMAIL WIERD 50 HP CAT - 2WD| 4wD 55 HP CAT - 2WD|4WD Escorts Kubota Limited
Slide 15: Channel Expansion
Channel Expansion FY25 Aspiration FT Dealer PT Dealer Dealers to become a multi-brand owner Kubota Dealer Channel Network: Coverage • 661 Districts Expanding Channel Reach Dealer Network • 5,623 Tehsils Pan India EKL – 1.5X Escorts Kubota Limited 14
Slide 16: EKFL Captive Finance and Retail Finance Partners
Retail Finance EKFL Captive Finance Along with Partner with various banks and NBFCs Escorts Kubota Limited 15
Slide 17: Export Market Size & Opportunity
EXPORT MARKET SIZE & OPPORTUNITY Tractor Export from India In `000s 128 125 EUROPE US 99 MARKETS 98 SAARC 89 92 89 76 78 80 76 LATAM 64 64 AFRICA FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 Tractor Exports from India expected to grow by CAGR 5~7% Main Market under 120 HP Tractor
Slide 18: Global Product Offering
Global Product Offering Expand EKL Brands via KBT Global Channel Compact Segment FARMTRAC Utility Segment POWERTRAC E-KUBOTA Narrow Segment X → 2X new Products across Segment Improve & Expand product range in all tractor segments up to 110 HP across addressable market Escorts Kubota Limited 17
Slide 19: Global Channel Expansion: Leverage KBT Channel
Global Channel Expansion: Leverage KBT Channel KBT Sales Companies KBT/EKL Distributors NORTH EUROPE AMERICA Turkey THAILAND México ASIA Africa Latin America - Leverage KBT Global channel - Strengthen EKL channel presence with FT/PT/EK brands - Both KBT and EKL to streamline distribution network glo
Slide 20: Agri Solution Business
Agri Solution Business Escorts Kubota Limited 19
Slide 21: Agri Solution Offering
Agri Solution Offering Evolve from Track-type leader to the most Dominant Harvester Manufacturer in India. Product Range & Technology Rotary Tillers Orchard Sprayer Mini-Round Baler Plough Power tillers Self-propelled sprayer Supply Chain & Distribution Network Expansion project to be taken with Kub
Slide 22: Rotavators, Straw Reaper, Super Seeder
Rotavators Straw Reaper Super Seeder MB Plough MistTrac 600 Tractor- Trailed orchard sprayer Rice Transplanter & Harvester – Product line KNP-6W 6 row PADDY HARVESTER Walk behind model SPV-8 8 row Ride On model Escorts Kubota Limited 21
Slide 23: Engine Business
Engine Business Escorts Kubota Limited 22
Slide 24: Engine Business
Engine Business Engine Business Brands Escorts Kubota Power Output Range 7.5 to 58.5 kVA 10 to 55 kilowatt Customer Genset OEMs Construction Machinery OEMs Escorts Kubota Limited 23
Slide 25: Recent Products Showcase
Recent Products Showcase US EPA/CARB & EU Emission Norms V3307-CR-T-E4 V2403-CR-T-E4 WG3800-H E4.391 (Hydrogen engine) CEV BSV norms For carbon neural machines Escorts Kubota Limited 24
Slide 26: Service & Spare Parts Business
Service & Spare Parts Business Escorts Kubota Limited 25
Slide 27: Spare Parts & Service Division
Spare Parts & Service Division Spare Parts and Service Global Sourcing Escorts Kubota Limited 26
Slide 28: Construction Equipment
Construction Equipment Escorts Kubota Limited 27
Slide 29: Product Segmentation
PRODUCT SEGMENTATION Served Industry Product segmentation in % 69.1% 70.8% 19.3% 17.7% 7.7% 8.0% 3.8% 3.5% Backhoe Loader Cranes Compactors Mini Excavators FY24 FY25 EKL Product segmentation in % 78.1% 79.6% 8.3% 7.5% 8.3% 8.8% 5.3% 4.1% Backhoe Loader Cranes Compactors Mini Excavators Source: ICEMA
Slide 30: Product Portfolio
PRODUCT PORTFOLIO 1) Material Handling 2) Earth Moving 3) Road Construction Escorts Kubota Limited 29
Slide 31: Recent Products
Recent Products BLX75 Hydra 12 Backhoe Loader Performance | Operator Comfort | Reliability Performance | Operator Comfort | Reliability Escorts Kubota Limited 30
Slide 32: Recent Products Upgrade
Recent Products Upgrade CEV Stage V compliant product range Escorts Kubota Limited 31
Slide 33: Financials Highlights
Escorts Kubota Limited Financials Highlights Escorts Kubota Limited 32
Slide 34: Key Financial Metrics
↑ KEY FINANCIAL METRICS … OPERATIONAL REVENUE (₹ Cr.) EBITDA (₹ Cr.) % 16.3% 13.3% 11.6% 1,40 0 18. 0% 9,731 10,187 1,20 0 11.6% 16. 0% 8,345 14. 0% 7,197 9.4% 1,00 0 6,929 12. 0% 800 10. 0% 8.0 % 600 6.0 % 400 4.0 % 1,129 996 780 1,133 1,178 200 2.0 % - 0.0 % FY21 FY22 FY23 FY24* FY25* FY21 FY22 FY
Slide 35: Please Note
Please Note 1. The National Company Law Tribunal, Chandigarh Bench (NCLT) has approved the Scheme of Amalgamation of Escorts Kubota India Private Limited and Kubota Agricultural Machinery India Private Limited (Amalgamating Companies) with Escorts Kubota Limited (Amalgamated Company). The certified
Slide 36: Way forward
Way forward To become the total solution provider to solve the issues of society for a sustainable world. Aspiration Enablers Comprehensive Solution Provider, to Indian Brands & Product Enhancement farming sector Innovation Leadership in India Led Tractor Exports Digital Transformation Channel Expan
Slide 37: ESG
ESG Increase Gender Carbon Neutral by Diversity 2050 Maintain Highest Net Water Positive Governance Standard by 2030 Zero Landfill Rely More on Waste by 2027 Renewable Energy Escorts Kubota Limited 36
Slide 38: Vibrant Board of Directors
Vibrant Board of Directors Nobushige Yasukazu Nikhil Nanda Seiji Fukuoka Nitasha Nanda Bharat Madan Hardeep Singh Dai Watanabe Shingo Hanada Ichikawa Kamada Executive, Non-Independent Directors Non-Executive, Non-Independent Directors Sunil Kant Ravindra Chandra Dr. Rupinder Tanya Dubash Harish N. S
Slide 39: Diversified Management Team
Diversified Management Team Nikhil Nanda Seiji Fukuoka Bharat Madan Akira Kato Amit Singhal Bundo Ryo Chairman and Deputy Managing Whole Time Hisashi Tsukatani Kenji Ennyu Chief Officer, Chief Officer, Chief Officer, Managing Director Director Chief Officer, R&D Chief Officer, Director & Chief Corpo
Slide 40: Shareholding
Shareholding Shareholding Trend in % Mar'2024 June'2024 Sept'2024 Dec'2024 Mar’2025 Promoters & Promoters Group 67.64 67.64 68.04 68.04 68.04 Institutions# 15.61 16.81 16.54 16.10 16.56 Public 14.89 13.82 13.72 14.18 13.72 Non Promoter Non Public 1.86 1.73 1.70 1.68 1.68 Total 100.00 100.00 100.00 1
Slide 41: Narrations
Narrations • EKL - Escorts Kubota Limited • RED – Railway Equipment Division • FY – Fiscal Year represents the 12 months period from 1st • BHL – Backhoe Loader April to 31st March. • IndAS - – Indian Accounting Standards • Q1FY – Represents the 3 months period from 1st April to 30th • NPD – New Prod
Slide 42: Thank You
THANK YOU Contact Details Escorts Kubota Limited (CIN: L74899HR1944PLC039088) Corporate Centre 15/5 Mathura Road Faridabad – 121003 Phone: +91 129 2250222 www.escortskubota.com Investor.relation@escortskubota.com Escorts Kubota Limited 41