Please find enclosed intimation pursuant to Regulation 30 of the SEBI Listing Regulations, 2015 pertaining to Presentation for Analyst Meet.
KIRLOSBROS · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Kirloskar Brothers Limited reported Q4 FY26 revenue of ₹14,151 Mn (up 10.4% YoY) and full year FY26 revenue of ₹45,380 Mn (up 1% YoY). However, profitability declined significantly with PAT down 18.6% YoY in Q4 and 9.9% for FY26 to ₹3,772 Mn. EBITDA margin compressed to 13.7% in FY26 from 15.2% in FY25, a decline of 150 basis points. Despite margin pressure, the company maintained strong orderbook visibility with total pending orders at ₹39,488 Mn, up 27% from ₹31,176 Mn in Q4 FY25. Cash flow from operations remained healthy at ₹3,310 Mn for FY26. The company has been strategically reducing exposure to low-margin EPC projects (down from 10% of revenue in FY20 to just 3% in FY26) and focusing on value-added products and subscription services.
The stock may face pressure due to declining profitability and margin compression, though the strong orderbook growth provides revenue visibility for future quarters. The strategic shift away from EPC business should improve margins going forward.