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Earnings Call

Balkrishna Industries Earnings Call: Key Takeaways

BKT reported FY26 revenue of Rs. 10,656cr with 22.7% EBITDA margin. Strategy shifts toward On-Highway segments and Carbon Black expansion to double revenue by 2030.

Why this was an Alfa AlertNot a filter event. FY26 performance was flat or down YoY, and no specific beat of prior management guidance was stated.
Highlights
Revenue growthFlat YoY in FY26; 17% CAGR targeted through 2030.
MarginsFY26 EBITDA margin 22.7%; long-term target 23-25%.
Demand visibilityImproving traction in Americas; recovery in H2 Europe.

Growth

FY26 Revenue flat YoY at Rs. 10,656cr; OHT volumes grew 1% to 3,17,356 MT. PAT declined 25% to Rs. 1,222cr.

Outlook

Targeting Rs. 23,000cr revenue by FY30. Approved Rs. 2,000cr additional capex for expansion and AI automation.

Risks

EBITDA margins compressed 252 bps YoY; realized forex losses of Rs. 164cr vs gains in FY25.

Source

Earnings Call filed with NSE, NSE: BALKRISIND. Summary written with AI assistance from the document.

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Balkrishna Industries Ltd: key numbers

Share price
₹2,185.30
Market cap
₹42,246 Cr
Revenue (annual)
₹10,823 Cr
Net profit (annual)
₹1,243 Cr
P/E (TTM)
30.1×Sector 33.6×
Promoter holding
58.29%+0.00% QoQ
FII holding
10.33%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Balkrishna Industries Credit Rating

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16:28 IST BSE
Legal & Regulatory

Balkrishna Industries Legal & Regulatory

Balkrishna Industries received a GST adjudication order demanding Rs. 1.05 Crore plus an equivalent penalty. The company is contesting this tax demand at the appellate level.

Value
₹2.10 Cr
From
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12:08 IST NSE
Debt & Borrowing

Balkrishna Industries Debt & Borrowing: ₹550 Cr

Balkrishna Industries Limited approved the issuance of non-convertible debentures (NCDs) worth Rs. 550 Crore. The NCDs will be issued on a private placement basis in three series.

Value
₹550.0 Cr