BSEMediumNeutral
Announced Wed, 30 Apr · 18:15 IST

- 105283 - Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF
Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Kirloskar Pneumatic reported FY25 revenue of Rs. 1,629 crores, up 23% YoY, with profit before tax rising 58% to Rs. 281 crores and net profit at Rs. 211 crores (12.8% margin vs 9.9% earlier). EBITDA margin expanded to 19% from 16.5%, while the compression segment margin reached 21.7%. Order intake hit a record Rs. 1,860+ crores (up 23%), leaving an opening order book of Rs. 1,624 crores for FY26. Exports nearly doubled to Rs. 124 crores, the company completed a 55.26% acquisition of Systems & Components (India), and remains debt-free with net cash of Rs. 330+ crores. A record 500% dividend (Rs. 10/share) was announced. Management guided to crossing Rs. 2,000 crores in FY26, with the equipment-vs-package mix shifting to 60-40, which is shortening execution cycles.

Likely market impact

Strong earnings beat with margin expansion, record order inflows, and a confident Rs. 2,000+ crores FY26 guidance should support positive sentiment. The dividend hike, debt-free balance sheet, and visible growth runway from a low market share make this an attractive medium-term story for shareholders.