The written transcript of the post earning call with the Analyst/Investor held on Wednesday 13 May 2026 is submitted
KROSS · price
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Kross Limited reported strong Q4 FY26 results with revenue of INR 225.4 crores (up 22% YoY) and PAT of INR 22.4 crores (up 31% YoY). Full-year FY26 revenue stood at INR 673.2 crores with 8.5% growth. EBITDA margins improved to 14.9% in Q4 (up 41 bps) and 13.1% for FY26. Key developments include the launch of Tipping Jacks (sold 75-80 kits in Q4), commissioning of the Axle Beam Extrusion plant, and progress on the Seamless Tube facility (targeting Q4 FY27 completion). Management guided for 14-15% EBITDA margins going forward and expects 22% revenue growth trajectory in FY27. The company targets increasing tractor segment contribution to 15% of revenue (from current 9%) and export contribution over the next two years. FY27 CAPEX is planned at INR 100 crores for seamless tube and INR 20-25 crores for other operations.
Management's confident growth outlook with 22% revenue growth guidance and 14-15% margin guidance signals strong momentum in commercial vehicles and trailer segments. The capacity expansions (extrusion, seamless tube, casting) should support future growth, though near-term margin pressure expected from commodity and LPG price hikes.