Kirloskar Brothers Limited has informed the Exchange about Presentation
KIRLOSBROS · price
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Kirloskar Brothers Limited submitted its Q2FY26 and H1FY26 Investor Presentation to the exchanges ahead of an analyst conference call scheduled for November 4, 2025. Q2FY26 consolidated revenue was flat at Rs. 1,028 Crs (down 0.8% YoY), while H1FY26 revenue fell 2.9% to Rs. 2,007 Crs. Profitability weakened sharply — Q2 EBITDA dropped 21% to Rs. 124 Crs with margins contracting from 15.1% to 12.0%, and Q2 PAT declined 25.4% to Rs. 72 Crs as employee and other expenses rose. On the positive side, total pending orderbook grew to Rs. 3,564 Crs (up from Rs. 3,057 Crs a year ago), with healthy gains in Irrigation (Rs. 928 Crs), Power (Rs. 495 Crs), and a sharp jump in Oil & Gas orders (Rs. 209 Crs vs Rs. 48 Crs). ROCE remained strong at 24.7%, and cash plus investments stood at Rs. 893 Crs.
The weaker Q2 margins and declining profits are likely to weigh on near-term sentiment, though the robust order pipeline provides good revenue visibility over the next few quarters. Investors should watch for management commentary during the November 4 call on margin recovery drivers and overseas subsidiary performance.