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KIRLOSBROS · price
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Kirloskar Brothers reported Q4 FY'26 consolidated revenue of Rs. 14.15 billion (+10% YoY), with full year revenue at Rs. 45.38 billion (+1%). Domestic revenue grew 3% in Q4 but declined 3% for FY due to JJM funding delays and SAP ERP implementation disruptions at the foundry. International business showed stronger performance with 25% growth in Q4 and 7% for FY, driven by Dutch, South African, SPP UK and SPP USA operations. EBITDA margins stood at 14.8% for Q4 and 13.7% for FY. One-time exceptional items of Rs. 389 million were recorded for new Labour Code implementation. The domestic order book surged 30% to Rs. 24.68 billion, while international order book grew 21% to Rs. 14.81 billion. The company highlighted growth opportunities in building & construction, defense, oil & gas, power, and nuclear sectors, with data centers emerging as a key growth driver for international operations.
The strong order book growth of 30% domestically and 21% internationally positions the company for improved execution in FY'27. Management's focus on operational efficiency improvements and margin recovery, particularly in the UK business, could drive profitability gains. The board has recommended a dividend of Rs. 7 per share.