KROSSNSEKross LimitedMediumNeutral
Announced Sat, 16 May · 11:56 IST

Kross Limited has informed the Exchange about Transcript

Mgmt Guided Margin PressureOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

KROSS · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+1.8%1-day move
₹188.20
prior close
₹188.80
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AI summary

Kross Limited reported strong Q4 FY26 performance with revenue of INR 225.4 crores (22% YoY growth) and EBITDA of INR 33.6 crores (25% YoY growth) with margin at 14.9%. For FY26, revenue stood at INR 673.2 crores (8.5% growth) with PAT at INR 55.2 crores. Management guided for approximately 22% revenue growth in FY27 with EBITDA margins expected to remain in the 14-15% range. Key growth drivers include strong recovery in commercial vehicles (Tata Motors, Ashok Leyland showing strong volumes), trailer segment volume increases, and new product launches like Tipping Jacks (75-80 kits sold in Q4). Management targets increasing tractor segment contribution to 15% (from current 9%) in 2 years through new OEM customer addition. Capacity expansions including Axle Beam Extrusion plant (commissioned, sales from May 2026), Seamless Tube facility (Q4 FY27 completion), and new casting line (September 2026) are progressing on track.

Likely market impact

The strong Q4 performance with margin expansion and multi-year growth visibility through capacity expansions and new customer wins is positive for shareholders. However, Q1 FY27 may see temporary margin pressure due to lagged commodity cost pass-through to OEMs and LPG price increases.