Krishna Defence And Allied Industries Limited has informed the Exchange about Investor Presentation
KRISHNADEF · price
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Krishna Defence shared its FY25 earnings presentation, reporting revenue of Rs 1,948.7 Mn, up 83.1% YoY, with EBITDA at Rs 303.1 Mn (margin 15.6%, up 105 bps) and net profit at Rs 219.2 Mn (margin 11.3%, up 205 bps). H2FY25 was particularly strong with revenue of Rs 1,008 Mn (up 41.6% YoY) and net profit of Rs 113 Mn (up 58.2% YoY). The defence order book stood at Rs 2,686 Mn, 1.4x of FY25 revenue and the highest ever at year-end. The company also secured DNV and ABS certifications for Bulb Bars, expanded Halol manufacturing capacity (operational from April 2025), signed a JV with VABO Composites (Netherlands) where it holds 51%, acquired a 20% stake in Conceptia Software Technologies, and raised its stake in Waveoptix to 40%. Management guided for a 30–40% revenue CAGR over the next 3–5 years, supported by new product launches, a composite doors & hatches facility planned for FY26, and growing defence electronics investments.
Strong FY25 results with sharp margin expansion and a robust order book are positive for shareholders. The 30–40% growth guidance, multiple acquisitions/JVs, and capacity expansion point to aggressive scaling, but execution risk remains given the company's small size (NSE Emerge listing) and dependence on a few defence clients.