China Yuchai International (NYSE:CYD) H2 2025 Earnings call February 24, 2026 08:00 AM ET Company ParticipantsChoon Sen Loo - CFOFiona Lim - Global Financial Crimes Compliance Specialist of Global Economic SanctionsKelvin Lai - General Manager of OperationsKevin Theiss - Head of Investor RelationsWeng Ming Hoh - President and DirectorConference Call ParticipantsSteven Liu - Equity Research AnalystWei Shen - Equity Research Analyst of China Auto & Industrials ResearchYing Si - Equity Research AnalystKevin Th ...

China Yuchai International (NYSE:CYD) H2 2025 Earnings call February 24, 2026 08:00 AM ET Company ParticipantsChoon Sen Loo - CFOFiona Lim - Global Financial Crimes Compliance Specialist of Global Economic SanctionsKelvin Lai - General Manager of OperationsKevin Theiss - Head of Investor RelationsWeng Ming Hoh - President and DirectorConference Call ParticipantsSteven Liu - Equity Research AnalystWei Shen - Equity Research Analyst of China Auto & Industrials ResearchYing Si - Equity Research AnalystOperator ...

Core Viewpoint - China Yuchai International Limited will release its 2025 unaudited second-half and full-year financial results on February 24, 2026, before market opening [1] Group 1: Earnings Call Details - A conference call and audio webcast for the investment community is scheduled for 8:00 A.M. Eastern Standard Time on February 24, 2026, hosted by the President and CFO [2] - Analysts and institutional investors can participate in the conference call by registering at least one hour before the scheduled start time [3] - A simultaneous webcast will be available on the company's investor relations website, with a recorded version accessible shortly after the earnings call [4] Group 2: Company Overview - China Yuchai International Limited, through its subsidiary Guangxi Yuchai Machinery Company Limited, is a leading powertrain solution provider in China, specializing in various engine types for multiple applications [5] - The company offers a comprehensive portfolio of powertrain solutions, including diesel, natural gas, and new energy products such as pure electric and hybrid systems [5] - In 2024, Yuchai sold 356,586 engines, reinforcing its position as a leading manufacturer and distributor of engines in China [5]

Core Viewpoint - China Yuchai International Limited has announced its participation in the Guangxi Yuchai Double Growth Fund, aiming to invest in innovative solutions related to its business, particularly in emerging engine-related and new energy technologies [1][2]. Group 1: Investment Details - Yuchai, along with two governmental entities and CMSC, holds interests of 33.3%, 41.7%, and 25.0% respectively in the Growth Fund [2]. - The total commitment to the Growth Fund is RMB 1 billion, to be contributed in three tranches of 40%, 30%, and 30% based on investment progress, with Yuchai's share being RMB 333 million [3]. Group 2: Company Overview - China Yuchai, through its subsidiary Guangxi Yuchai Machinery Company Limited, is a leading powertrain solution provider in China, specializing in various engine types for multiple applications [4]. - The company has a strong market presence, having sold 356,586 engines in 2024, and is known for its high-quality products and reliable after-sales support [4].

Core Viewpoint - China Yuchai International Limited has appointed Ms. Jiang Fei as a Director, effective December 23, 2025, which is expected to enhance the company's governance and strategic direction [1][4]. Group 1: Appointment Details - Ms. Jiang Fei brings over 23 years of experience with Guangxi Yuchai Machinery Company Limited, where she has held various significant roles, including Chairman Assistant and Director of the Board [2]. - The Board of Directors now consists of nine members, including three independent directors, reflecting a diverse governance structure [4]. Group 2: Ms. Jiang's Background - Ms. Jiang holds an MBA in Business Administration from Sun Yat-sen University and a Bachelor of Management in Marketing Management from Zhongyuan University of Technology, indicating a strong educational foundation [3]. Group 3: Company Overview - China Yuchai International, through its subsidiary Yuchai, is a leading powertrain solution provider in China, specializing in a wide range of engines for various applications [5]. - In 2024, Yuchai sold 356,586 engines, reinforcing its position as a major manufacturer and distributor in the Chinese market [5].

Core Insights - The India Power Generation Engines Market is projected to grow from USD 1.20 Billion in 2025 to USD 1.70 Billion by 2031, with a CAGR of 5.81% driven by increasing energy demands from urbanization and industrialization [2][11]. Market Overview - The market is experiencing robust expansion due to rising energy demands across residential, commercial, and industrial sectors, with power generation engines being essential for converting energy into electricity [2][3]. - Technological advancements are improving engine performance and environmental compliance, supporting the shift towards sustainable energy solutions [3]. Demand Drivers - Rapid industrialization and urbanization in India are major factors driving the demand for power generation engines, particularly in sectors like IT, construction, and manufacturing [4]. - The urban population is expected to exceed 600 million by 2030, with energy use projected to grow by 8% in 2024, indicating long-term growth potential for the market [5]. Environmental Regulations - The market faces challenges related to environmental impact, particularly from traditional diesel and coal-fueled engines, which contribute to air pollution [6][7]. - Stricter emission regulations, such as Bharat Stage VI (BS-VI) norms, require manufacturers to invest in cleaner technologies, increasing production costs and posing challenges for smaller firms [8]. Shift to Natural Gas - There is a significant trend towards the adoption of natural gas engines, driven by environmental awareness and regulatory pressures, as these engines emit fewer pollutants and reduce operational costs [9][10]. - Government support for city gas distribution and the availability of LNG and CNG are facilitating this transition, making natural gas engines a preferred choice for industries [10]. Key Market Players - Major players in the India Power Generation Engines Market include Cummins India Limited, Kirloskar Oil Engines Limited, Mahindra Powerol, Ashok Leyland Limited, Caterpillar India Pvt. Ltd., Siemens India Limited, Greaves Cotton Limited, and Tata Motors Limited [15].