Balu Forge investor presentation: defence push, FY26 revenue at Rs 11,074 Mn

Order Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

BALUFORGE · price

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AI summary

Balu Forge shared its investor presentation for a non-deal roadshow on June 24, 2026. FY26 revenue grew 19.9% YoY to Rs 11,074 Mn; EBITDA margin 27%, PAT Rs 2,589 Mn (up 27%). Defence, Aerospace and Railways now about 50% of order book versus 5% in FY24. Key wins: NATO supply chain entry, 5-year large-calibre ammo MoU, maiden aerospace order from Alpha Aircraft Systems USA, and a 30,000-unit 152mm artillery shell order. A 360,000 shells-per-year line is commissioned in Belgaum. ICRA rating upgraded to A-(Stable). Capacity expansion planned to 1,50,000 MTPA forging and 80,000 MTPA machining.

Likely market impact

Strong FY26 print and rising defence or aerospace share signal growth momentum; capacity expansion and NATO ties underpin medium-term outlook.