KRN Heat Exchanger and Refrigeration Limited has informed the Exchange about Investor Presentation
KRN · price
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KRN Heat Exchanger shared its Q4 FY25 and full-year investor presentation, reporting strong revenue growth but margin compression. Q4 FY25 total income rose 62% YoY to ₹135.83 Cr, while full-year FY25 revenue grew 40.8% to ₹441.71 Cr. Net profit for FY25 climbed 34.3% to ₹52.88 Cr. However, EBITDA margin contracted to 16.40% (from 18.96% in FY24) and net profit margin slipped to 11.97%, mainly on higher raw material and employee costs. Key strategic milestones include Indian Railways vendor approval for oil cooler radiators, incorporation of KRN HVAC subsidiary, and a ₹300+ Cr capacity expansion (6x scale) at the Neemrana plant targeted to commence commercial production in Q2 FY26. Exports grew to 15.7% of revenue, with strong demand from UAE, Canada, and Italy.
Investors may view the robust top-line growth and strategic wins (Railways entry, capacity expansion) positively, but the sustained margin pressure is a concern despite management's confidence in structural improvements lifting margins in coming years. The stock trades at ₹824 with a market cap of ~₹5,122 Cr, and the presentation reinforces growth visibility, though near-term margin trajectory will be closely watched.