Eicher Motors Ltd (EICHERMOT) Q3FY26 Management Mirror - Dec-2025 Qtr
Royal Enfield Capacity Expansion & Capex
Management upgraded its long-term capacity target in the Dec'25 Qtr, announcing a brownfield expansion at Cheyyar to reach 2 million units annually by FY28 (investing INR 958 crores). Previously, in the Jun'25 Qtr, the strategy was focused strictly on modular, light expansions, with capacity at 1.2 million units. By the Sep'25 Qtr, utilization peaked at 1.35 million units, prompting an additional module investment. The Dec'25 Qtr confirmed near-term debottlenecking (INR 100 crores) will lift baseline capacity to 1.45 million units. [Status: Upgraded]
5 more themes on the ELITE plan.