| 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
- ₹2,185.30
- 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.
More from Balkrishna Industries Ltd
All →Balkrishna Industries Credit Rating
CRISIL assigned Crisil A1+ to Balkrishna Industries' proposed ₹500 Crore commercial paper programme. The rating reflects very strong safety on timely payment of obligations.
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
- Assistant Commissioner of CGST, Bhuj Division
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
Balkrishna Industries Investor Presentation: Key Takeaways
BKT reported Q1 FY27 results with highest-ever OHT volumes, driven by India (40% share) and Europe. Focus is on scaling Carbon Black and the new On-Highway segment.
Balkrishna Industries Q1 FY27 Results: Net Profit ₹450.8 Cr, Up 56.4% YoY
Balkrishna Industries Ltd reported revenue from operations of ₹3,455 Cr (+25.2% YoY) and net profit of ₹450.8 Cr (+56.4% YoY) for Q1 FY27.
- Key figure
- Net profit ₹450.8 Cr · +56.4% YoY
Balkrishna Industries Earnings Call: Key Takeaways
BKT reported record annual volumes in FY26. Standalone revenue was ₹10,656cr (flattish) with EBITDA of ₹2,423cr (22.7% margin) as the company expands into On-Highway segments.