ZF Commercial Vehicle Control Systems India Ltd — earnings calls
1 quarter summarised from transcripts filed with the exchange, every statement cited. Newest first.
Q4 FY26 earnings call
ZF Commercial Vehicle Control Systems India reported Q4 FY26 revenue of Rs 1,197 crores, up 15.2% year-on-year, with full year FY26 revenue at Rs 4,302 crores, up 9.2%. Management attributed the growth to a rebound in commercial vehicle industry production following GST rate cuts, while noting that Q4 margins declined due to higher aluminum and other commodity costs linked to the Middle East conflict and a January salary increase. The Board approved a 5:1 bonus share issue and a final dividend of Rs 4 per share post bonus, and management discussed export performance, ADAS/ESC order wins, and capex plans for FY27.