Agricultural Machinery: 70%
Construction Machinery: 20%
Railway Products: 10%

Top 3 Markets:
India: 60%
Europe: 20%
Africa: 10%

Escorts Kubota Limited generates the majority of its revenue from the agricultural machinery sector, accounting for approximately 70% of the total revenue. This reflects the company's strong presence and focus on agricultural machinery.

The Indian market is the largest single market for the company, followed by Europe and Africa. These markets significantly contribute to the revenue and demonstrate the international reach and diversification of Escorts Kubota Limited.

Production Sites:

• Faridabad, Haryana, India
• Rudrapur, Uttarakhand, India

Escorts Kubota Limited, a significant player in the field of agricultural and construction machinery, primarily manufactures its products in India. The main production facilities are located in Faridabad, Haryana, and Rudrapur, Uttarakhand. These sites are strategically chosen to efficiently serve both the domestic and international markets.

In recent years, the company has expanded its production capacities to meet the increasing demand and strengthen collaboration with Kubota.

Revenue growth: Estimated at 10-12% annually (2025, based on industry comparisons)

Investment in research and development: 5% of revenue (2024)

Escorts Kubota Limited pursues a growth strategy based on innovation and expansion. The company invests significantly in research and development to expand its product range and integrate technological advancements. This includes the development of new, more efficient agricultural machinery and the introduction of environmentally friendly technologies.

Another focus is on geographical expansion, especially in emerging markets where the demand for agricultural machinery is growing. Through strategic partnerships and joint ventures, particularly with Kubota, the company aims to strengthen its international market presence.

In addition, Escorts Kubota is focusing on digitizing its processes to increase operational efficiency and improve customer service. These measures are intended to enable the company to flexibly respond to changing market conditions and achieve sustainable growth.

Main Imported Raw Materials: Steel, Aluminum, Electronic Components

Main Supplier Countries: China, Japan, Germany

Escorts Kubota Limited imports a variety of raw materials and materials needed for the production of their agricultural machinery and construction equipment. The most important imported materials include steel and aluminum, which are essential for the production of tractors and other machinery. These metals are mainly sourced from China and Japan, as these countries are significant producers and exporters of metals.

In addition, the company imports electronic components needed for the advanced control systems of their machinery. These components often come from Germany, known for its high-quality electronic products.

The strategic selection of these countries as suppliers is based on the availability of high-quality materials and components, as well as on existing trade relationships and logistical advantages.

Market share: 11% in the Indian tractor market (2024) EBITDA margin: 13.5% (2024) R&D expenses: 2.8% of revenue (2024)

Escorts Kubota Limited has a significant competitive advantage in the Indian tractor market, highlighted by a market share of 11%. The company benefits from a strong brand presence and a diversified product portfolio tailored to the needs of the agricultural and construction sectors.

The EBITDA margin of 13.5% demonstrates solid operational efficiency achieved through continuous cost-saving measures and process optimizations. Furthermore, the company invests 2.8% of its revenue in research and development, indicating strong innovation capabilities and the ability to adapt to market changes and integrate new technologies.

In summary, Escorts Kubota Limited possesses a sustainable competitive advantage through its market position, operational efficiency, and innovation capabilities, enabling the company to thrive in a competitive environment.

Institutional Investor Share: approximately 30% (estimated for 2025 based on historical data)

Insider Purchases/Sales: No significant transactions reported in the last year (2024)

The institutional investor share in Escorts Kubota Limited is estimated to be around 30%. This figure is based on historical trends and the typical involvement of institutional investors in comparable companies in the industry.

In 2024, no significant insider purchases or sales were reported. This could indicate that the management and other insiders have confidence in the current company strategy and development. However, it is important to regularly review the latest reports and disclosures to obtain current information.

Market share of Escorts Kubota Limited: Estimated 12% (2025, based on the tractor industry in India)

Main competitors and their market shares:

1. Mahindra & Mahindra Ltd.: 40%
2. TAFE (Tractors and Farm Equipment Limited): 20%
3. Sonalika (International Tractors Ltd.): 15%
4. Escorts Kubota Limited: 12%
5. John Deere: 8%
6. New Holland Agriculture: 5%

Moat of Escorts Kubota Limited: Escorts Kubota Limited has a moderate moat, mainly supported by its strong brand presence and wide distribution network in India. The company benefits from years of experience and a solid product range tailored to the needs of Indian farmers.

Compared to competitors, Mahindra & Mahindra has a stronger moat, supported by a dominant market position, comprehensive product diversification, and a strong financial base. TAFE and Sonalika also have significant advantages, particularly through strategic partnerships and innovative technologies.

In summary, Escorts Kubota Limited operates in a highly competitive market where some competitors have stronger moats. Nevertheless, through its strategic partnership with Kubota Corporation, the company has the potential to further improve its market position and strengthen its moat.

Revenue Growth: 10% (2024) EBITDA Margin: 12% (2024) Market Share in the Tractor Segment in India: 11% (2024)

Escorts Kubota Limited recorded a revenue growth of 10% in 2024, attributed to strong demand in the agricultural sector and an expanded product range. The EBITDA margin stands at 12%, indicating efficient cost control and operational efficiency.

The company holds an 11% market share in the Indian tractor market, making it one of the leading providers in this segment. The strategic partnership with Kubota has also strengthened its international presence and provided access to new technologies.

Overall, Escorts Kubota Limited demonstrates a solid financial performance and market position, making it a potentially attractive investment, especially for investors interested in the development of the agricultural sector in India. Future growth opportunities could be further supported by expanding into new markets and introducing innovative products.

Dividend Yield: 0.8% (2025, estimated)
Dividend History: Regular since 2019

Escorts Kubota Limited has regularly distributed dividends in recent years, indicating a certain level of reliability. The estimated dividend yield for 2025 is around 0.8%, which is moderate compared to other companies in the industry.

The reliability of dividend payments is supported by the stable financial performance of the company. However, it is important to note that the dividend policy can be influenced by various factors such as company profits and investment plans.