Kirloskar Pneumatic Company Limited has informed the Exchange about Transcript
KIRLPNU · price
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Kirloskar Pneumatic held an analyst call to discuss Q1 FY26 results, where revenue was largely flat at Rs. 272 crore but profitability improved with PAT rising to Rs. 28.1 crore (10% margin) versus Rs. 26.9 crore (9.6%) a year ago. Material costs improved to 47.2% of sales from 48.9%, and the company released over Rs. 100 crore in cash, keeping the business debt-free with net working capital below 12% of sales. Management maintained its full-year revenue aspiration of ~Rs. 2,000 crore (18%+ growth) and guided Q2 FY26 revenue of ~Rs. 500 crore, while reiterating the long-term '20-20' target of 20% revenue CAGR and ~20% EBITDA margins. New product Tezcatlipoca is set to become the first Rs. 100 crore new product order, Tyche semi-hermetic compressor has been launched, and the order book stands at Rs. 1,725 crore (up from Rs. 1,625 crore at year-start) with Rs. 365 crore booked in Q1.
Despite a soft Q1, management has held its growth and margin guidance, which should reassure investors. The strong Rs. 1,725 crore order book, debt-free balance sheet, and pipeline of in-house products (Tezcatlipoca, Tyche, Janus motors) support the structural growth story, though near-term execution is dependent on easing European supply chain delays and a recovery in oil & gas order finalization.