Escorts Kubota Limited · NSE:ESCORTS
Escorts Kubota — Investor Presentation (May 2026)
40 slides from Escorts Kubota's investor presentation, May 2026
Slide 1: EKL Brief Introduction
Transforming lives through engineering brilliance EKL Brief Introduction +Years of Spreading Prosperity. Impacting Lives. May 2026 1
Slide 2: Founder - Escorts
Founder -Escorts “Bringing world’s best to India and giving “People read newspaper for news; I read to India’s best to the world” understand what I can do for my country” BELIEFS Spreading Prosperity, Impacting Lives Create Institutions for serving society Use power of innovation for exceeding custo
Slide 3: Escorts Kubota Limited: Overview
Escorts Kubota Limited : Overview (Formerly Escorts Limited) 1950s 1969 1995 2004-2011 2018-2022 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 C
Slide 4: Escorts Partners with Kubota Corporation, Japan
Escorts Partners with Kubota Corporation, Japan For Future Growth… EKL as strategic development base for affordable products and leading innovation Combining strengths to create advanced and affordable Farm Mechanization solutions for the world Create Synergies Creating Specialized EKL Agile Product
Slide 5: Kubota Corporation
II __—_—_— =< Kubota Corporation Since its founding in 1890, Kubota has moved forward step-by-step, contributing to solutions to social issues. We will continue to confront challenges concerning food, water and the environment, to help provide a future for this beautiful planet and the people who li
Slide 6: About Kubota Corporation
About Kubota Corporation Consolidated revenue of JPY ~3 trillion (USD 20 Billion). 6
Slide 7: EKL At a Glance
EKL At a Glance 80+ Years Of Prosperity and Trust More than 2.6 Mn Equipment Sold 6 Plant in India & 1 Plant in Poland Exporting to 70+ 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
Slide 8: Current Business
Current Business Agri Machinery Products (85%) Tractor Business Agri Solutions Business Engines Business Spare Parts & Service Business Global Part Centre Construction Equipment (15%) Material handling Earth Moving Road Compaction (xx%) = FY26 Business Division Revenue share to EKL Revenue 8 8
Slide 9: Agri Machinery Products
Agri Machinery Products Tractor Business (81%) Non-Tractor Business (19%) Agri Solution Business Engine Business Spare Parts and Service Business 9 (xx%) = Approx. Business Revenue share to Agri Machinery Products Revenue in FY26 9
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) 1.16 million units in FY26. Customer exchange their tractor
Slide 11: From Premium to Value: A Portfolio That Covers Every Customer
From Premium to Value: A Portfolio That Covers Every Customer ENTRY MASS ENTRY PREMIUM PREMIUM Fuel Efficient with cost Technology, Versatile & Powerful, Premium Feel & competitiveness & Comfortable Application Suitability application focus 11
Slide 12: Domestic Segmentation
Domestic Segmentation Industry Segment in % 66.9% 64.3% 60.1% 27.5% 25.0% 21.7% 9.9% 8.3% 9.2% 2.5% 2.3% 2.2% < 30 HP 31-40 HP 41-50 HP > 50 HP EKL-AM Segment wise Volume in % 68.1% 68.2% 64.1% 24.8% 21.6% 20.2% 10.4% 9.8% 11.3% 0.6% 0.5% 0.3% < 30 HP 31-40 HP 41-50 HP > 50 HP FY24 FY25 FY26 1212
Slide 13: Channel Expansion
Channel Expansion FY26 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 1313
Slide 14: EKFL Captive Finance Retail Finance
Retail Finance EKFL Captive Finance Along with Partner with various banks and NBFCs 1414
Slide 15: Recent Products Launch
Kijbhota Escorts Kubota Limited i Recent Products Launch ___ PRESENTING INDIA’S FIRST ALL BLACK SERIES 15
Slide 16: Recent Products Launch
Recent Products Launch 5 variants across the 39 HP to 52 HP category 16
Slide 17: 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 1717
Slide 18: Recent Products Launch
Recent Products Launch Japanese Technology for Indian agriculture KUBOTA MU 4201 18
Slide 19: Export Market Size & Opportunity
EXPORT MARKET SIZE & OPPORTUNITY Tractor Export from India In 000s 128 125 EUROPE US 106 MARKETS 98 99 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 FY26 Tractor Exports from India expected to grow by CAGR 5~7% Main Market under 120 HP
Slide 20: 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 2020
Slide 21: 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 22: 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 23: Agri Solution Implements and Machines
Tractor Powered Rotavators Straw Reaper Super Seeder MB Plough MistTrac 600 Tractor- Trailed orchard sprayer Self Powered KNP-6W Rice Transplanter PADDY HARVESTER KA8 Ride on Rice Transplanter Walk behind model 23
Slide 24: Recently Introduced Rice Transplanter and Harvester
Recently Introduced Pro-588i-G Rice Transplanter Harvester KA-6 KA-8 Sustainable alternatives to stubble burning that enhance rice harvesting efficiency and promote climate-smart agriculture Efficient | Operator Comfort | Precision-driven 24
Slide 25: 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 2525
Slide 26: Spare Parts & Service Division
Spare Parts & Service Division 2626
Slide 27: Construction Equipment
Construction Equipment Kihoka Escorts Kubota Limited Construction Equipment PREFERRED PARTNER IN NATION
Slide 28: Product Segmentation
PRODUCT SEGMENTATION Served Industry Product segmentation in % 69.1% 70.8% 67.8% 19.3% 17.7% 18.7% 7.7% 8.0% 8.4% 3.8% 3.5% 5.1% Backhoe Loader Cranes Compactors Mini Excavators FY24 FY25 FY26 EKL Product segmentation in % 79.6% 82.1% 78.1% 12.2% 8.3% 7.5% 8.3% 8.8% 4.4% 5.3% 4.1% 1.3% Backhoe Loade
Slide 29: Construction Equipments
Construction Equipments 1) Material Handling 2) Earth Moving 3) Road Construction 2929
Slide 30: Recently Launched/Introduced
Recently Launched/Introduced BLX75 Hydra 72 Backhoe Loader Concept showcased Hydra 12 Kubota U22-3 Mini Excavator 30 Performance | Operator Comfort | Reliability
Slide 31: EKL Key Financial Metrics
↑ EKL KEY FINANCIAL METRICS … OPERATIONAL REVENUE (₹ Cr.) EBITDA (₹ Cr.) % 13.3% 11.6% 13.2% 1,60 0 14. 0% 9.4% 11.6% 11,473 1,40 0 12. 0% 9,731 10,187 1,20 0 10. 0% 8,345 1,00 0 7,197 8.0 % 800 6.0 % 600 4.0 % 400 2.0 % 996 780 1,133 1,178 1,513 200 - 0.0 % FY22 FY23 FY24* FY25* FY26* FY22 FY23 FY2
Slide 32: Social Initiatives by EKL CSR
Social Initiatives by EKL CSR Escorts Kubota Advanced Farming Institute At Kurukshetra and Bengaluru, the Institute has model farms, skill development facilities, and services for sustainability projects, such as biogas plants . Model Farm Development Farmer Training Extension Farm 32
Slide 33: ESG @ EKL
ESG @ EKL 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 33
Slide 34: 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 35: Vibrant Board of Directors
Vibrant Board of Directors Nobushige Nikhil Nanda Akira Kato Nitasha Nanda Bharat Madan Hardeep Singh Hitoshi Sasaki Satoshi Suzuki Ichikawa Executive, Non-Independent Directors Non Executive Director Sunil Kant Ravindra Chandra Dr. Rupinder Tanya Dubash Harish N. Salve Vimal Bhandari Reema Nanavaty
Slide 36: Management Team
Management Team Nikhil Nanda Akira Kato Bharat Madan Amit Singhal Hisashi Tsukatani Takayuki Okada Kenji Ennyu Nikhil Nanda Akira Kato Amit Singhal Anish Dhir Chairman and DeputyDeputy Managing Managing Director Director Whole Time Director & Hisashi Chief Officer, Human Tsukatani Chief Officer, R&D
Slide 37: Shareholding Pattern
Shareholding Pattern Shareholding Trend in % Mar’2025 June’2025 Sept’2025 Dec’2025 Mar’2026 Promoters 68.04 68.04 68.04 68.04 68.04 Institutions# 16.56 16.65 17.07 17.45 17.37 Public 13.72 13.64 13.23 12.85 12.94 Non-Promoter Non-Public 1.68 1.67 1.66 1.66 1.65 Total 100.00 100.00 100.00 100.00 100.
Slide 38: Safe Harbor
Safe Harbor Certain statements in this document may 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 factors tha
Slide 39: Narrations
Narrations • EKL - Escorts Kubota Limited • RED – Railway Equipment Division • EKFL – Escorts Kubota Finance Limited • BHL – Backhoe Loader • FY – Fiscal Year represents the 12 months period from 1st April to • IndAS - – Indian Accounting Standards 31st March. • NPD – New Product Developed • Q1FY –
Slide 40: Thank you
“Only those who will risk going too far can possibly find out how far one can go…” धन्यवाद ご視聴ありがとうございました。 Thank you