Q1-FY26 · Sanjay Thakar
Landmark has transformed itself completely as far as the portfolio mix is concerned. We now represent fast growing brands in a meaningful way. BYD and MG together are nearly 20% of the company's business.
LANDMARK / language trends
Read confidence between the lines.
Landmark Cars · tone and specificity signals across the available quarters.
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Language signals
What changed in management language.
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Q1-FY26 · Aryan Thakar
The after-sales business is like an annuity business that you need to look at. Many of the workshops have started getting to a mature state or near break-even or profitable stage. We believe they should generate ROC upwards of 30%.
Q1-FY26 · Aryan Thakar
Pre-owned car business remains to be a mountain for us to climb and we will climb it. It is just a matter of timing. We had to prioritize stabilizing our existing business and new brand portfolio first.
Q3-FY26 · Sanjay R. Takar
Around 92% of the vehicles that we sell in Mercedes-Benz I believe are the CKD vehicles where the price drop may not be anything meaningful and the currency fluctuations may kind of mitigate any kind of drop. In the CKD things the CBU is something that will see a big drop so I do not expect any kind of postponement.
Q3-FY26 · Sanjay R. Takar
After-sales gross profit is 40% and sales at a single digit. So the blended is what we are talking about. Whether we talk about 16 or 17 or 18. Now the contribution mathematically of after-sales has to be going up much more for the GP to grow to that level. We are committed to going back where we are.
Q3-FY26 · Sanjay R. Takar
The net profit is highest in last seven quarters and every day is a better day. We stand at a threshold of greater profitability and bigger opportunities.
Q4-FY26 · Sanjay Tikar
We are now entering a more consolidation phase where the emphasis is on optimizing operations and sweating our existing assets. The performance trajectory across key metrics gives us confidence that this strategy has started yielding meaningful outcome.
Q4-FY26 · Surendra Agarwal
The growth of EBITDA outpaced the revenue growth. This reflects the continuous cost optimization and efficiency measures undertaken for the quarter.
Q4-FY26 · Sanjay Tikar
Unless something happens on a macro basis which is beyond our control, we are well poised for better results. The opportunity that we are kind of fortunate to look at is immense.