Bharat Forge Limited has informed the Exchange about Investor Presentation
BHARATFORG · price
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Awaiting price reaction for this filing.
Bharat Forge reported weak Q1 FY26 results, with standalone revenue falling 2.7% sequentially to Rs 2,105 crore, dragged down by a 12.7% drop in export revenues due to US tariff uncertainties and rollback of emission norms. Standalone EBITDA came in at Rs 588 crore with margins compressing 120 basis points to 27.9%, hurt by tariff costs and an unfavorable product mix. Profit before tax declined 9% QoQ and 13% YoY to Rs 449 crore. On a consolidated basis, revenue was Rs 3,909 crore with EBITDA margin at 17.5%. The company secured new orders worth Rs 847 crore (including Rs 269 crore in Defence), taking the defence order book to Rs 9,463 crore. Management guided a cautious outlook for FY26, citing challenging market conditions, though noted improvement in US and European operations.
Negative near-term sentiment likely due to margin pressure, weak exports, and cautious FY26 guidance. However, the strong Rs 9,463 crore defence order book provides medium-term revenue visibility and could support the stock over time.