BALUFORGENSEBalu Forge Industries LimitedMediumNeutral
Announced Fri, 13 Feb · 13:38 IST

Balu Forge Industries Limited has informed the Exchange regarding a revised press release dated February 13, 2026, titled "Revised Press Release regarding Financial Results for the Quarter and Nine Months ended December 31, 2025.".

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Balu Forge Industries reported a strong set of numbers for the quarter and nine months ended December 31, 2025. Consolidated revenue from operations rose 29.0% YoY to Rs. 8,438 Mn in 9M FY26, while Q3 FY26 revenue grew 21.6% YoY to Rs. 3,111 Mn. EBITDA for 9M FY26 stood at Rs. 2,396 Mn (up 36.0% YoY) with margins expanding to 28.4% from 26.9% a year ago, reflecting operating leverage and stable costs. PAT for 9M FY26 came in at Rs. 1,932 Mn (up 36.8% YoY), translating to an EPS of Rs. 17.0. Management highlighted the commercialisation of a new precision machining facility (7-Axis and 11-Axis CNC lines) and a dedicated 155mm artillery shell production line. The company was also inducted into the NATO Supply Chain, which it says positions it to service long-term defence supply programmes of up to five years.

Likely market impact

Positive for shareholders: strong double-digit revenue and profit growth with margin expansion signals healthy business momentum. The NATO entry and defence capacity build-out open a multi-year growth runway, which could support continued re-rating in the stock.