Kalyani Forge Limited has informed the Exchange about Investor Presentation
KALYANIFRG · price
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Awaiting price reaction for this filing.
Kalyani Forge shared its Q1 FY26 investor presentation ahead of a conference call. Revenue grew 12% year-on-year and 9% quarter-on-quarter, driven by ramp-ups in machined conrods, driveline, and axle businesses. PAT margin improved 300% YoY, though absolute PAT was Rs. 1.40 cr versus Rs. 6.25 cr EBITDA; EBITDA margin held near 10% despite higher maintenance spending. Exports were 21% of sales, with Europe showing strong growth. New order wins in FY25 totalled Rs. 115 cr with 5-10 year program lifetimes, and the FY26 capex budget is set at Rs. 25 cr with a new conrod machining line commissioned.
Positive signals for shareholders: strong revenue growth, expanding export footprint, and a healthy order pipeline support medium-term growth visibility. However, absolute profit numbers remain modest, so execution on capex and order conversion will be key watchpoints for the stock.