BSEKranti Industries LtdMediumNeutral
Announced Thu, 19 Feb · 15:08 IST

Pursuant to Regulation 30 read with Schedule III and Regulation 46 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the Transcript of Earnings ....

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Kranti Industries reported Q3 FY26 revenue of ₹22.87 crores, up 32.2% year-on-year, with EBITDA of ₹3.55 crores at ~15.5% margin and PAT of ~₹74 lakhs, a turnaround from a loss in the year-ago quarter. For 9M FY26, revenue grew 19.8% to ₹64.57 crores while EBITDA margins expanded sharply by 669 basis points to 16.7%, with PAT at ₹2.7 crores versus a loss previously. The company formally entered defence manufacturing, securing initial orders worth ~₹2 crores from Armoured Vehicles Nigam Limited, with a FY27 target of ₹12–15 crores from this segment. The new Plant 4 in Jaipur commenced commercial operations on January 1, 2026, with management guiding 70–80% utilisation by April. Management targets a stabilised EBITDA margin of 16–18%, ~20% revenue growth for the next two years, and aims to be net debt-free by 2030 against current debt of ~₹46 crores.

Likely market impact

Strong revenue growth, meaningful margin expansion, and a credible entry into the structurally attractive defence segment improve the company's growth and earnings visibility. Clear debt-reduction guidance and capacity addition through a low-CAPEX brownfield expansion are positives for shareholders, though near-term margin trajectory depends on Plant 4 ramp-up and execution of defence orders.