ALFA Finder| Management target | Revenue 117.0% FY30 |
|---|
| Revenue growth | 24% YoY growth in Q1FY27. |
|---|---|
| Margins | Targeting 23-25% blended margins post-commercialization. |
| Demand visibility | Strong domestic performance; stable environment in Europe. |
| Management confidence | High; targets doubling revenue by 2030. |
Growth
Revenue grew 24% YoY to Rs. 3,409 cr; PAT surged 50% YoY to Rs. 432 cr.
Outlook
Targeting Rs. 23,000 cr revenue by FY30 with Rs. 6,800 cr capex plan till FY29.
Risks
EBITDA margin compression of 315 bps YoY due to cost pressures; geopolitical dependencies for global sales.
Last quarter's promises, checked
Delivered
- CV Radial Phase 1 launch Feb '26 → Delivered April '26 (= BEAT)
- Targeting ~10% US volume share → Delivered ~10% (= BEAT)
- Carbon black capacity 265k MTPA → Delivered 265k MTPA (= BEAT)
Partly delivered
- Revenue growth guidance → Delivered flattish FY26 revenue (= PARTIAL)
Missed
- Guided 23-25% EBITDA margin → Delivered 22.9% (= MISS)
Investor Presentation filed with BSE, NSE: BALKRISIND. Summary written with AI assistance from the document.
Balkrishna Industries Ltd: key numbers
- Share price
- ₹2,304.80
- Market cap
- ₹44,556 Cr
- Revenue (annual)
- ₹10,823 Cr
- Net profit (annual)
- ₹1,243 Cr
- P/E (TTM)
- 31.3×Sector 32.5×
- Promoter holding
- 58.29%+0.00% QoQ
- FII holding
- 9.06%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Balkrishna Industries Ltd
All →Balkrishna Industries Earnings Call Transcript: Key Takeaways
Balkrishna Industries reported strong Q2 volume growth but margins faced severe headwinds from raw material inflation and freight costs.
- Call
- Guides 20% growth
Balkrishna Industries Investor Presentation: Key Takeaways
Q2FY27 revenue Rs 3,450 cr (+49% YoY), PAT Rs 291 cr (+10%), EBITDA margin 18.2% (-329 bps). H1 revenue Rs 6,859 cr (+35%). Targets 2.2x revenue by FY30.
- Call
- Guides 17% growth
Balkrishna Industries Dividend
Balkrishna Industries declared Rs 4 per share interim dividend on 4 November 2026. Record date is 11 November 2026, with payment by 3 December 2026.
Balkrishna Industries Q2 FY27 Results: Net Profit ₹292.6 Cr, Up 7.1% YoY
Balkrishna Industries Ltd reported revenue from operations of ₹3,472 Cr (+45.1% YoY) and net profit of ₹292.6 Cr (+7.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹292.6 Cr · +7.1% YoY
Balkrishna Industries Board Meeting Date
Balkrishna Industries' board meets November 4, 2026 to consider half-year results and a possible second interim dividend. Dividend record date, if declared, is November 11, 2026.
Balkrishna Industries Partnership
Balkrishna Industries signed a framework, offtake and service agreement with Pirelli Tyre for a future 50:50 joint venture to manufacture passenger car radial tyres in India. No monetary value is disclosed.