Automotive Axles Ltd (Auto & Auto Ancl - CV) — fundamental analysis, earnings data, and key metrics. PE: 14.5. ROE: 16.6%. This stock is not currently in the Nifty 500 momentum outperformers list.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: Full capacity expansion to meet peak demand for next three years
Impact: +₹5 Cr revenue
“By Q3, FY27 will be completely improved our capacity to meet the peak demand in the next three years”
What: Recent product launches showing significant ramp-up
Impact: +₹3 Cr revenue
“It was a significant ramp up in terms of some of the products that we have launched recently”
What: Commercial vehicle market stabilization driving 5-10% growth expectation
Impact: +₹4 Cr revenue
“The momentum is going forward so we are expecting it to be better than last year, at least by 5 to 10%”
Earnings deceleration risks from management commentary
Trigger: Bus segment continues to underperform
Impact: -100 bps margin impact
Management view: bus is one thing which we get impacted and that is where our focus was in launching the new axle
Monitor: Bus segment revenue growth
Trigger: Additional exceptional items
Impact: -200 bps margin impact
Management view: we have taken the impact of about 119 million, so close to 11.9 crores
Monitor: Exceptional items
Key quotes from recent conference calls
“By Q3, FY27 will be completely improved our capacity to meet the peak demand in the next three years — Nagaraja Gargeshwari”
“Our margins grew by 52bps quarter over quarter and maybe giving a same year over year comparison, I think our revenue grew by about 6% year over year and our EBITDA grew by about 14% year over year. And on percentage basis it grew by 93 basis points — Raman K”
“It was a significant ramp up in terms of some of the products that we have launched recently and I'm happy that it turned out pretty reasonably well. Looking forward, the next quarter, which is this quarter, which is typically again a very high quarter in the financial cycle for the several past years. The momentum is going forward so we are expecting it to be better than last year, at least by 5 to 10% — Raman K”
“One thing that we are very closely monitoring is how the OEMs are maintaining their inventory. So far it is in a very healthy level — Raman K”
Forward-looking targets from management for Q4 FY26
Revenue Growth Target
7.5%
Implied PAT Growth
8%
OPM Guidance
10%
Key Milestones
• Capacity expansion completion by Q3 FY27
• 5-10% growth in Q4 FY26
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Automotive Axles Ltd's latest quarterly results (Dec 2025) show
Automotive Axles Ltd's current PE ratio is 14.5x.
Automotive Axles Ltd's price-to-book ratio is 2.4x.
Automotive Axles Ltd's fundamental strength based on key financial ratios
Automotive Axles Ltd has a debt-to-equity ratio of N/A.
Automotive Axles Ltd's return ratios over recent years
Automotive Axles Ltd's operating cash flow is positive (FY2025).
Automotive Axles Ltd's current dividend yield is 1.92%.
Automotive Axles Ltd's shareholding pattern (Dec 2025)
Automotive Axles Ltd's promoter holding has remained stable recently.
Automotive Axles Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.
Automotive Axles Ltd has 3 key growth catalysts identified from recent earnings analysis
Automotive Axles Ltd has 2 key risks worth monitoring
In Q3 FY26, Automotive Axles Ltd's management highlighted
Automotive Axles Ltd's management has provided the following forward guidance for Q4 FY26
Based on quantitative research signals, here is why Automotive Axles Ltd may be worth studying
Automotive Axles Ltd investment thesis summary:
Automotive Axles Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
