Kalyani Forge Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

KALYANIFRG · price

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Price reaction · full curve 14 horizons · vs prior close

-2.1%1-day move

₹642.00

prior close

₹630.05

base price

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AI summary

Kalyani Forge reported record Q4 FY26 performance with PAT of ₹5.88 Cr and full-year PAT of ₹9.32 Cr (highest in approximately 14 years). EBITDA margin reached 15.2% in Q4, marking the second consecutive quarter above 15%, establishing a new profitability floor. The company won three major orders including OEM Wheel Hub (~₹20 Cr annual), SKF, and Schaeffler, all ramping from Q1 FY27. FY26 EBITDA improved to ₹31.58 Cr (13.3%) from 11.1% in FY25. Management attributed margin improvement to exiting low-margin business, operational efficiencies from Vriddhi Council Projects, plant engineering initiatives, and better cost discipline. FY27 capex plan is ₹30 Cr with 60% allocated to growth areas (Driveline and Axle). Inventory was rationalized by ₹21.7 Cr.

Likely market impact

Strong profitability improvement with sustained margin expansion signals operational leverage; new order wins and capex focus on high-growth segments support revenue visibility for FY27.