BHARATFORGNSEBharat Forge Limited· Castings/ForgingsMediumNeutral
Announced Thu, 8 May · 14:38 IST

Bharat Forge Limited has informed the Exchange regarding 'Presentation on Results for the quarter and year endedMarch 31, 2025'.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Bharat Forge reported Q4 FY25 standalone revenue of Rs 2,163 Cr with strong EBITDA margins of 29.1% and PBT of Rs 494 Cr. For full-year FY25, standalone revenue stayed nearly flat at Rs 8,844 Cr versus Rs 8,969 Cr in FY24, while EBITDA margins expanded 100 bps to 28.5%. Consolidated revenue was also flat at Rs 15,123 Cr, but consolidated EBITDA margins improved meaningfully from 16.4% to 18.2%. The company secured Rs 4,343 Cr of new orders in Q4 (including a Rs 3,417 Cr ATAGS defence order), taking the defence order book to Rs 9,420 Cr. The balance sheet remains robust with Rs 2,623 Cr cash and net Debt/Equity improving from 0.61 to 0.35. Management declined to give FY26 export outlook citing tariff volatility, but outlined internal levers to improve profitability including reducing E-Mobility losses and evaluating the European steel business.

Likely market impact

Improving margins, a robust defence order pipeline, and a stronger balance sheet are positives for shareholders, but lack of export guidance, overseas losses (US operations still loss-making at EBITDA level), and tariff-related uncertainty may weigh on near-term sentiment.