Key takeaway: Hero MotoCorp Limited's investor presentation for Q1 FY27 reported a revenue growth of 36% driven by a 23% increase in volume, mix improvement, and pricing benefits. The EBITDA margin was noted at 13.3%, impacted by commodity headwinds but partially offset by cost savings and operating leverage. Profit after tax (PAT) grew by 29%, supported by higher volumes and other income. The presentation highlighted key growth pillars, including market share gains in various segments such as 125cc and scooters, and a focus on electric vehicle (EV) leadership. The company reported strong dispatch growth across motorcycles and scooters, with significant increases in domestic market share. Additionally, the presentation emphasized investments in brand building, capacity expansion, and sustainability initiatives, including recognition for being the 'Most Sustainable Company in Automobiles'.

Key takeaway: During the earnings call for the quarter and financial year ended March 31, 2026, management reported that Hero MotoCorp achieved its highest ever topline and bottom line, maintaining its position as the world's largest 2-wheeler manufacturer for 25 consecutive years. The company noted a 29% year-on-year revenue growth in Q4 FY'26, with EBITDA and PAT also reaching all-time highs. Management highlighted significant growth in scooters (48% year-on-year) and EVs (2.5x growth), alongside a 41% increase in global business dispatches. They discussed ongoing investments in capacity expansion, brand building, and technology, with a capex commitment of over ₹1,500 crores for FY'27. Despite facing commodity cost pressures, management expressed confidence in navigating these challenges while maintaining a medium-term margin guidance of 14% to 16%. The call concluded with a focus on continued growth in both domestic and international markets, particularly in scooters and EVs.

Key takeaway: Hero MotoCorp Limited reported strong financial performance for the third quarter and nine months ended December 31, 2025, achieving its highest quarterly revenue of INR 12,328 crores, a 21% year-on-year increase. EBITDA grew by 23% to INR 1,810 crores, while reported PAT increased by 12% to INR 1,349 crores. Management highlighted the company's leadership in the two-wheeler market for the 25th consecutive year, with dispatches of 6.1 million units in 2025. The company noted a positive demand trend in the two-wheeler industry, supported by recent product launches and marketing initiatives. Management emphasized growth opportunities in segments such as scooters, premium motorcycles, and electric vehicles (EVs). The company also reported a significant increase in global business volumes, growing by 41% year-on-year. Management expressed confidence in maintaining growth momentum and improving customer service through strategic investments and supply chain enhancements.