KROSSNSEKross LimitedMediumNeutral
Announced Thu, 22 May · 16:45 IST

Kross Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

KROSS · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Kross Limited shared its Q4 FY25 earnings call transcript. Q4 revenue grew 23.3% sequentially to INR 185 crore, with EBITDA up 35.8% to INR 26.8 crore and margins expanding to 14.5% from 13.1%. FY25 revenue was flat at INR 620.4 crore, while PAT grew 7% to INR 48 crore with margins improving to 7.7%. The company highlighted a new extrusion axle line arriving in June 2025, which is expected to cut costs and improve margins by 5-6% while keeping selling prices stable. A INR 167 crore seamless tube plant is planned for commercial production by Q3 FY27. Kross targets lifting export revenue share from 3.2% to 5% in FY26 and plans to launch tipping jacks by H2 FY26, targeting 800 units per month at around INR 1.15 lakh per unit. Capacity for trailer axles will expand from 5,000 to 7,500 units per month.

Likely market impact

Positive near-term signals from margin expansion and strong Q4 execution, but growth visibility is back-end loaded with major capacity additions and new products coming online in FY27. Stock could react to confirmation of margin improvement roadmap, though investors should watch for execution risk on the seamless tube plant and extrusion technology rollout.