KLBRENG-BBSEKilburn Engineering LtdMediumNeutral
Announced Wed, 27 May · 13:44 IST

Please find the Investor Presentation for the quarter and financial year ended 31st March, 2026

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

KLBRENG-B · price

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Price reaction · full curve 14 horizons · vs prior close
-3.3%1-day move
₹488.50
prior close
₹482.10
base price
In-mkt
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AI summary

Kilburn Engineering reported FY26 total income of Rs 6,433 million (up 50% YoY) with EBITDA of Rs 1,616 million, growing 54% YoY. The company achieved EBITDA margin of 25.1%, which was significantly above its guided range of 22-23%, showing strong margin improvement. Q4 FY26 was a record quarter with highest-ever absolute EBITDA. Net profit came in at Rs 962 million. The company raised Rs 3,000 million in May 2026 and became net debt free, with credit rating upgraded to A-. Closing order book stood at Rs 4,674 million with a pipeline of Rs 40,000+ million. Management guided for ~50% growth in FY27 and CAGR of 25-30% from FY27 onwards. Recent acquisitions of M.E. Energy (thermal/WHR systems) and Monga Strayfield (RF drying) are being integrated successfully.

Likely market impact

Strong execution with margin expansion and debt-free status positions the stock favorably. The disclosed multi-year growth targets and large order pipeline provide good revenue visibility. The significant outperformance versus management's own margin guidance signals operational strength and pricing power.