BHARATFORGNSEBharat Forge Limited· Castings/ForgingsHighNeutral
Announced Thu, 12 Feb · 13:22 IST

Bharat Forge Limited has submitted to the Exchange, the financial results for the period ended December 31, 2025.

Revenue Growth 20pctPat Growth 25pctExceptional ItemEbitda Margin CompressionResults View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Bharat Forge posted strong consolidated Q3 FY26 results with revenue from operations rising ~25% YoY to Rs. 43,429.34 million (vs Rs. 34,755.45 million in Q3 FY25), while consolidated profit after tax grew ~28% YoY to Rs. 2,728.02 million. For the nine-month period, consolidated revenue rose ~9% to Rs. 122,836.10 million and PAT jumped ~36% to Rs. 8,559.50 million, driven by strong growth in Defence (revenue up ~102% YoY in Q3) and Others segments. Standalone results were weaker, with Q3 revenue at Rs. 20,836.60 million (marginally down YoY) and PAT at Rs. 2,880.41 million. The Board declared a 100% interim dividend of Rs. 2 per share (record date Feb 18, 2026), re-appointed Executive Directors B.P. Kalyani and S.E. Tandale for five years, and approved the merger of step-down subsidiary Ferrovia Transrail Solutions with BF Infrastructure. Exceptional items of Rs. 487.26 million (standalone) and Rs. 557.15 million (consolidated) were booked for Labour Code-related gratuity and leave liability increases.

Likely market impact

Strong consolidated growth driven by Defence and diversified segments should be viewed positively by shareholders, though standalone weakness and margin compression warrant attention. The Rs. 2 interim dividend provides short-term yield support, and the subsidiary merger streamlines the group structure. Net debt/equity remains comfortable at 0.27x standalone and 0.62x consolidated, with QIP proceeds now fully deployed.