Please find attached herewith transcript of Investor Call
KIRLOSENG · price
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Kirloskar Oil Engines delivered a strong Q4 FY26 with standalone net sales of INR 1,522 crores (24% YoY growth) and full-year sales of INR 5,604 crores (25% YoY growth). EBITDA margin improved to 13.1% for the full year, up 90 basis points. The company sold over 50,000 diesel generator units, growing 41% versus industry growth of 18%. International business crossed INR 1,000 crores in gross sales with 37% annual growth. The company announced two capex programs: INR 700 crores for 50,000 engines capacity (online by April 2027) and INR 1,400 crores for 20,000 high horsepower engines (over two years). Management committed to USD 2 billion revenue target by FY30 and expects operating leverage to kick in from FY27 onwards.
Strong quarterly performance with margin improvement signals solid execution. The large capex commitments (INR 2,100 crores total) indicate confidence in sustained demand, particularly in high horsepower and international markets. Raw material inflation concerns were acknowledged but management aims to sustain margins.