We submit herewith the Transcript of Earnings call held on 13th November, 2025 to discuss the un-audited financial results for the second quarter and half year ended 30th September, 2025
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Kilburn Engineering reported strong Q2 FY26 standalone revenue of Rs 114.79 crores, up 47% year-on-year, with EBITDA of Rs 26.39 crores, a 48% jump. On a consolidated basis, revenue touched Rs 154 crores with EBITDA margin around 27%. The group has an unexecuted order book of about Rs 600 crores and a healthy inquiry pipeline of Rs 4,000 crores, spread across chemicals, fertilizers, nuclear, metal recovery, and food processing. Management raised FY26 topline growth guidance to 50% (around Rs 650 crores) and now expects current-year EBITDA margin to close at 26%, up from earlier guidance of 20-21%. For the next 2-3 years post-FY26, they guided for 25% CAGR in revenue with EBITDA margins of 23-25%. CapEx of Rs 25 crores at the Saravali plant and Rs 10-15 crores at subsidiary ME Energy is underway, expected to add roughly Rs 200-250 crores of revenue capacity, taking combined capacity beyond Rs 1,000 crores. Subsidiaries ME Energy and Monga Strayfield are driving consolidated growth, with ME Energy getting a breakthrough in the ferroalloy waste heat recovery segment.
Positive for shareholders — raised margin guidance and strong multi-year growth visibility improve the earnings outlook. However, plants are already running at 90-95% capacity, so any delay in the planned CapEx (completion targeted by end of Q2 FY27) could limit the ability to convert the Rs 4,000 crore pipeline into actual revenue. Stock may react favorably given the upgrade in both growth and margin trajectory.