Kirloskar Brothers Limited has informed the Exchange about Transcript pertaining to Analyst Call held on May 15, 2026
KIRLOSBROS · price
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Kirloskar Brothers reported Q4 FY'26 consolidated revenue of Rs. 14.151 billion (up 10% YoY) with full year revenue at Rs. 45.380 billion (up 1%). Domestic revenue grew 3% in Q4 but declined 3% for the full year to Rs. 28.281 billion. International business showed stronger performance with 25% Q4 growth and 7% full year growth. EBITDA margins for Q4 stood at 14.8% and full year at 13.7%. Management highlighted a one-time impact of Rs. 389 million from new Labour Code implementation and temporary disruptions from SAP ERP implementation at the foundry. The company maintains a strong order book with domestic orders at Rs. 24.680 billion (up 30%) and international at Rs. 14.808 billion (up 21%). Management targets double-digit growth for FY'27 and has recommended a dividend of Rs. 7 per share.
The strong order book growth of 30% domestically and 21% internationally provides good revenue visibility for FY'27. However, margin pressures from Labour Code costs and temporary foundry disruptions may impact near-term profitability. The Board's recommended dividend of Rs. 7 per share offers shareholder returns.