Balkrishna Industries Limited has informed the Exchange about Transcript
BALKRISIND · price
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Balkrishna Industries reported Q4 revenue of INR2,894 crores (+2% YoY) with EBITDA margin of 22.9%. FY26 standalone revenue was INR10,656 crores (flat YoY) with EBITDA of INR2,423 crores (-10% YoY, 22.7% margin). The company achieved its highest ever quarterly volumes in Q4 at 85,820 metric tons (+5% YoY) and highest annual volumes at 317,356 metric tons. Raw material prices rose 4-5% in Q4 and are expected to rise 7-8% more in Q1 FY27. Management took 3-5% price hikes already and is targeting another 2% soon. The company launched truck-bus radial tyres in February 2026 and 2-wheeler tyres in April 2026, with PCR tyres planned for end of calendar year 2026. The board approved additional INR2,000 crores capex for capacity expansion, automation, and sustainability. Net debt stands at INR895 crores with INR4 per share final dividend recommended.
Near-term margin pressure expected from raw material cost increases, but long-term growth targets remain intact with new product launches in on-highway segments and capacity expansion underway. The company maintains its 23-25% EBITDA margin target.