KLBRENG-BBSEKilburn Engineering LtdMediumNeutral
Announced Thu, 13 Nov · 10:45 IST

Please find the Investor Presentation for second quarter and half year ended 30th September, 2025

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications 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

Kilburn Engineering reported strong Q2FY26 results with consolidated revenue of ₹1,560 Mn, up 49.6% year-on-year, and H1FY26 revenue of ₹2,878 Mn, up 51.1%. Consolidated EBITDA jumped 78.5% YoY in Q2 to ₹422 Mn, with EBITDA margins expanding 438 basis points to 27.0%. Profit after tax for Q2 grew 76.6% to ₹269 Mn, while H1 PAT rose 79.8% to ₹482 Mn. Closing order book stood at ₹4,920 Mn (consolidated) and ₹3,407 Mn (standalone), with an additional ₹1,290 Mn in orders and LOIs received between October 1 and the presentation date. The company secured notable orders including a repeat order from Shree Cement for biomass hot air generators (₹373 Mn), two major EPC contracts in the ferro alloy sector via subsidiary ME Energy (₹510 Mn each), and a chemical process plant LOA from HWBF Mumbai (₹490 Mn). Management guided for ~50% consolidated growth in FY26 followed by 25-30% CAGR from FY27 onwards, supported by rolling enquiries of over ₹40,000 Mn.

Likely market impact

Strong revenue growth, sharp margin expansion, and a healthy order book with clear multi-year growth guidance are positive signals for shareholders. The improving profitability, recent acquisitions of ME Energy and Monga Strayfield, and visible growth pipeline could support continued investor interest in the stock.