Presentation for the conference call
KIRLFER · price
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Kirloskar Ferrous Industries reported Q1 FY26 standalone revenue of ₹1,685.1 Cr, up 8.4% year-on-year from ₹1,553.7 Cr. EBITDA grew 14.1% YoY to ₹213.9 Cr with margin expanding 60 bps to 12.7%. Profit after tax rose 26.7% YoY to ₹95.8 Cr, with PAT margin improving from 4.9% to 5.7%. Management noted steady recovery in steel and tubes segments and good demand from the tractor sector, but flagged that margins remain under pressure for the Pig Iron and Steel business. The company emerged as the preferred bidder for an iron ore mine in Karnataka and announced a merger scheme for its two wholly owned subsidiaries (Oliver Engineering and Adicca Energy Solutions). Capex projects include a 12.6 MW wind mill, a 30 MW solar project, and a new foundry line at Solapur to reduce power costs and tap auto-sector demand.
The result is a positive print with revenue, EBITDA and PAT all growing YoY on improved operational performance. However, the management's own commentary about margin pressure in Pig Iron and Steel could temper near-term optimism, while the iron ore mine win and renewable energy projects are positive longer-term signals for cost savings.