Eicher Motors, the proud parent of Royal Enfield, just dropped a juicy earnings bomb: ₹1,362 crore net profit for the Jan–Mar quarter — up 27.3% year-on-year. Meanwhile, most of us are still figuring out how to afford petrol.
The stock didn’t go ballistic today, but its fundamentals sure did.
🚦What’s driving this beast?
The answer, quite literally, is torque. Royal Enfield continues to dominate the premium bike segment in India and now abroad — especially in Southeast Asia and Latin America.
- Royal Enfield Sales (Q4): 2.4 lakh units
- Export Growth: 19%
- Average Price per Unit: â‚ą1.9 lakh
What’s more? Eicher’s VECV (commercial vehicle JV) is also doing solid business in the truck segment — a rare mix of luxury bikes and rugged cargo movers.
đź’° Dividend news: â‚ą70/share
That’s right. Eicher just announced a ₹70 per share dividend. That’s a fat bonus if you’ve been holding since the ₹3,000 levels. For context, a guy who bought 100 shares in 2010 is now contemplating semi-retirement — or at least a nice holiday in Ladakh on his Bullet.
🏍️ But is this the peak?
That’s the million-rupee question. Competition is heating up. Honda, Triumph, and even Harley (with Hero MotoCorp) are eyeing India’s premium bike market.
Yet Enfield’s cult-like fanbase, classic branding, and new-age launches like the Hunter 350 and Super Meteor are holding strong.
And Eicher is far from a one-trick pony — their focus on electric bikes, exports, and better margins could be a game-changer.
đź“Š Financial snapshot:
| Metric | Q4 FY25 | YoY Change |
|---|---|---|
| Net Profit | â‚ą1,362 crore | â–˛27.3% |
| Revenue | â‚ą4,256 crore | â–˛19.6% |
| EBITDA Margin | 26.4% | Stable |
👨‍🏫 EduTake:
If Ola Electric is the Gen-Z EV rebel, Royal Enfield is the tattooed uncle who still turns heads. And Eicher Motors, as a business, is aging like fine single malt.
Yes, valuations are rich. But this is one of those stocks where brand equity actually matters — and pays dividends. Literally.
