Kirloskar Oil Engines Limited has informed the Exchange about Transcript
KIRLOSENG · price
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Kirloskar Oil Engines (KOEL) held an investor webcast on May 16, 2025 to discuss FY25 audited results and outline its new growth strategy. Standalone FY25 revenue crossed INR 5,000 crores for the first time (6% YoY growth), with EBITDA margin expanding 110bps to 12.8% and PAT margin improving to 8.1% from 7.5%. Q4 standalone revenue hit a record INR 1,400 crores with EBITDA margin of 12.1%, up 200bps QoQ. The company announced an ambitious $2 billion revenue target by FY30, building on its completed '2X-3Y' journey where revenue grew 1.6x, EBITDA 2.4x, and cash 2.6x. High horsepower segment crossed INR 100 crores (20% growth) for the first time, with new products like Optiprime series and a 6MW Indian Navy engine in development. Subsidiary Arka Fincap (AUM over INR 7,200 crores) pivoted to a retail-focused '333 strategy' targeting 3x AUM growth, 3% ROA, and GNPAs below 3%, with capital raise planned around January.
Strong FY25 results with margin expansion, record quarterly revenue, and a clear multi-year growth roadmap (including the $2B FY30 target) signal positive momentum. However, the high ambition of the new target, combined with management's reluctance to provide segment-level breakdowns and near-term capital raise plans at Arka, may create some uncertainty for investors assessing execution risk.