KIRLOSBROSNSEKirloskar Brothers Limited· Compressors / PumpsMediumNeutral
Announced Fri, 1 Aug · 19:08 IST

Kirloskar Brothers Limited has informed the Exchange about Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

KIRLOSBROS · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Kirloskar Brothers filed its Q1FY26 investor presentation ahead of the analyst call. Consolidated revenue from operations fell 5% year-on-year to Rs. 979 crores, but EBITDA inched up 0.5% to Rs. 128 crores with margin improving 70 basis points to 13.0%. Profit after tax rose 2.9% to Rs. 68 crores, with PAT margin expanding 50 basis points to 6.9% and EPS at Rs. 8.4. The company highlighted a robust total pending orderbook of Rs. 3,345 crores (up from Rs. 3,118 crores in Q4FY25), with Irrigation & Water Resource Management as the largest segment at Rs. 913 crores. International subsidiary KBIBV saw revenue decline 2% and EBITDA drop 29% to Rs. 24 crores, reflecting margin pressure overseas. The company continues to focus on value-added products, services, and subscription-based digital offerings, while reducing exposure to low-margin EPC work.

Likely market impact

Margins held up well despite a top-line dip, driven by a better product mix and cost optimisation, which is a positive signal. The growing orderbook provides good revenue visibility, though weakness in international operations and a 5% revenue decline may temper near-term sentiment.