Balkrishna Industries Limited has informed the Exchange regarding 'Investor Presentation'.
BALKRISIND · price
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Balkrishna Industries (BKT) reported FY26 revenue of Rs. 10,656 crore (flat YoY), with EBITDA declining 10% to Rs. 2,423 crore and net profit falling 25% to Rs. 1,222 crore. EBITDA margin compressed 252 basis points to 22.7% due to foreign exchange headwinds and raw material pressures. Q4 FY26 showed modest recovery with revenue up 2% YoY. The company announced a massive 2.2x revenue growth target to Rs. 23,000 crore by FY30, driven by expansion in On-Highway tires (targeting 20% revenue contribution) and Carbon Black sales (10%). Total capex commitment stands at Rs. 6,800 crore through FY29, including Rs. 2,000 crore newly approved for capacity expansion and AI-enabled automation. OHT segment contributes ~91% of revenue with 317,356 MT sales volume in FY26.
Margin compression and declining profitability are near-term concerns, but the aggressive capex program and new On-Highway business entry position BKT for significant revenue growth. The company expects blended margins to recover to 23-25% post full commercialization.