Presentation for the conference call for investors and analysts
KIRLFER · price
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Kirloskar Ferrous Industries shared its Q4 FY25 investor presentation ahead of the 13 May 2025 analyst call. Q4 standalone revenue grew 13% YoY to INR 1,736.2 Cr, with PAT more than doubling to INR 95.6 Cr (5.5% margin) vs INR 44.2 Cr last year. For full year FY25, revenue rose 7% to INR 6,566.3 Cr but EBITDA margin contracted to 11.5% from 14.1% in FY24, with FY25 PAT flat at INR 317.3 Cr. Volumes were strong across segments — Steel +52% YoY, Tubes +43% YoY, Pig Iron +13%, Casting +15% — though realisations softened in Pig Iron, Steel and Tubes. Management highlighted cost-saving initiatives including a stabilized PCI plant, resumed mining for low-phosphorus iron ore, and full benefit from the 30 MW solar plant in Q4.
Strong Q4 earnings beat and volume growth signal operational recovery, but full-year margin compression and lower realisations across key segments may cap upside. Cost-efficiency projects (solar, coke optimization) and a new foundry line for the auto sector point to margin improvement efforts over the coming quarters.