Datum Charts Feb 2026

Exports and Revenue Momentum Accelerate as Domestic Volumes Stabilise in Q3

Q3 FY26 revenue reached Rs 17,974 crore (+8.0% YoY) with total sales at 195,436 units (+4.8%). Export volumes surged 21.1% to 48,888 units. EBITDA margin held steady at 11.2% while SUV penetration remained at 70% of domestic mix.

Rs 17,974 Cr
Q3 FY26 Revenue
+8.0% YoY, strongest quarter this fiscal
+21.1%
Export Volume Growth
48,888 units, sustained international demand
11.2%
EBITDA Margin
Rs 2,018 Cr EBITDA (+7.6% YoY)
195,436
Total Sales (Units)
+4.8% YoY; domestic +0.4%, exports +21.1%
Exhibit
Hyundai Motor India quarterly revenue and export growth trajectory
Revenue in Rs crore, exports in % YoY growth, Q1 FY25 - Q3 FY26
Revenue (Rs Cr)
Export Growth %
Exhibit
Domestic volume mix by segment
Q3 FY26, 146,548 domestic units
Exhibit
Fuel mix breakdown
Q3 FY26, domestic dispatches
Exhibit
Total sales: domestic vs exports (quarterly)
Units, Q1 FY25 - Q3 FY26
Domestic
Exports
Revenue Acceleration

Q3 FY26 revenue at Rs 17,974 crore (+8.0% YoY) marks the strongest quarter this fiscal. This is driven by a combination of export volume momentum (+21.1%) and improving domestic realisations from SUV-heavy mix. EBITDA grew 7.6% YoY to Rs 2,018 crore, maintaining an 11.2% margin despite input cost pressures.

Volume Recovery

Total sales hit 195,436 units (+4.8% YoY). Domestic volumes turned marginally positive at +0.4% after multiple quarters of pressure. Exports at 48,888 units (+21.1%) continue to carry growth. 9M FY26 total sales stand at 566,756 units, with exports up 18.5% offsetting a 6.0% domestic decline.

SUV Dominance

70% SUV Penetration Holds

SUVs accounted for 103,004 units (70% of domestic volumes). Creta, Venue, and Alcazar continue to drive premiumisation. Hatchbacks at 17% and sedans at 13% reflect the structural shift away from entry-level segments.

Fuel Transition

Petrol Still Dominant at 62%

Petrol holds 62% of domestic dispatches, diesel at 21%, CNG at 16%. EV penetration remains at just 1%, signalling that Hyundai's Creta EV launch in FY27 will be critical for electrification targets.

Margin Resilience

EBITDA Margin at 11.2%

EBITDA margin held flat YoY at 11.2% despite commodity headwinds. PAT at Rs 1,234 crore (6.8% margin, +6.3% YoY) shows bottom-line stability. Operating leverage from export volumes is supporting margins.

Q3 confirms the revenue inflection point for Hyundai India. With domestic volumes finally turning positive and exports sustaining 20%+ growth, the company's diversified sales strategy is delivering. The challenge for Q4 will be maintaining this trajectory as the festive tailwind fades and EV competition intensifies with new launches from Tata, Mahindra, and Maruti.

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Disclaimer: This analysis is for informational purposes only. Data sourced from Hyundai Motor India Q3 FY26 Quarterly Earnings Presentation and Regulatory Filings. All metrics reflect official company communications. Sales and financial figures based on reported data. Market conditions subject to change.
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