KIRLOSENGNSEKirloskar Oil Engines Limited· Diesel EnginesMediumNeutral
Announced Wed, 20 May · 15:37 IST

Kirloskar Oil Engines Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

KIRLOSENG · price

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Price reaction · full curve 14 horizons · vs prior close
-0.5%1-day move
₹1675.20
prior close
₹1682.90
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AI summary

Kirloskar Oil Engines Limited reported strong Q4 FY26 results with standalone net sales of INR 1,522 crores (up 24% YoY) and full year sales of INR 5,604 crores (up 25%). EBITDA margins improved to 13.1% for the full year versus 12.2% in FY25, a 90 basis point expansion. Net profit from continuing operations grew 35% to INR 464 crores for the full year. The company is among the top 10 manufacturers globally by volume, sold over 1 million pumps, and international business crossed INR 1,000 crores in gross sales. Key growth drivers include Power Gen (30% growth in Q4), Industrial segment (22% annual growth), and aftermarket services (20% quarterly growth). The company announced two new capex programs: INR 700 crores for 50,000 engine capacity by April 2027, and INR 1,400 crores for 20,000 high horsepower engines over the next two years.

Likely market impact

Strong operational performance with margin expansion demonstrates successful execution. The significant capex investments for high horsepower and international markets support the company's USD 2 billion revenue target by FY30, though near-term margin pressure from raw material inflation remains a watch item.