Zfcommercialvehlcntrlsyt earnings calls.

ZF Commercial Vehicle Control Systems India delivered its highest-ever quarterly revenue of ₹1,197 croreCurrent reported value: ₹1,197 crore. No comparable prior figure is available in the source record. in Q4 FY26, growing 15.2Current 15.2 crore vs previous available quarter 12.8 crore.% YoY, with PAT at ₹146.3 croreCurrent reported value: ₹146.3 crore. No comparable prior figure is available in the source record. (+15.5Current reported value: 15.5. No comparable prior figure is available in the source record.% YoY). Full-year FY26 revenue stood at ₹4,302 crore (+9.2%), with PAT of ₹517 crore (+12.2%). The strong Q4 performance was driven by robust domestic CV demand (industry production +26.9% in Q4) aided by GST normalization and infrastructure spending. However, margins contracted approximately 230 bps sequentially due to 18% aluminium price inflationCurrent reported value: 18% aluminium price inflation. No comparable prior figure is available in the source record. (₹233 to ₹274/kgCurrent ₹274/kg. Reported change: +18% YoY.) and employee cost increases, with customer cost recoveries lagging. Export revenue declined 11.1% for FY26 due to US market weakness (-22% in Q4), though early recovery signs emerged. Aftermarket grew 15.6% to ₹584 croreCurrent ₹584 crore. Reported change: +15.6% YoY.. The company announced its first-ever bonus issue (5:1) and ₹4 dividend per share. FY27 outlook is cautious given geopolitical risks and commodity headwinds, with management guiding for flattish margins.