| Revenue growth | 19.9% YoY for FY26. |
|---|---|
| Margins | EBITDA margin improved from 27.2% (FY25) to 27.0% (FY26). |
| Order book | Defense, Aerospace, and Railways account for ~50% of total order book. |
| Demand visibility | 5-year MOU for ammunition; NATO supply chain induction provides long-term visibility. |
Growth
FY26 Revenue up 19.9% to ₹11,074 Mn; PAT up 27.0% to ₹2,589 Mn. EBITDA margin at 27.0%.
Outlook
Targeting 80,000 TPA machining and 150,000 TPA forging capacity. Gross block projected at ₹750–800 Cr by FY27.
Risks
Middle East geopolitical tensions caused sequential volume moderation and elevated working capital/inventory levels in Q4.
Earnings Call filed with BSE, NSE: BALUFORGE. Summary written with AI assistance from the document.
Balu Forge Industries Ltd: key numbers
- Share price
- ₹550.30
- Market cap
- ₹6,680 Cr
- Revenue (annual)
- ₹1,107 Cr
- Net profit (annual)
- ₹258.9 Cr
- P/E (TTM)
- 24.9×Sector 52.1×
- Promoter holding
- 53.99%+0.48% QoQ
- FII holding
- 5.13%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Balu Forge Industries Ltd
All →Balu Forge Industries Board Meeting Date
Balu Forge Industries will hold a board meeting on 14 November 2026 to consider unaudited standalone and consolidated half-yearly results for September 2026, and to discuss fund raising. The trading window closes from 1 October to 16 November 2026.
Balu Forge Industries Business Update
Balu Forge reported 152mm shell dispatches, 155mm ERFB quality approval, aerospace approvals and new orders from US and Czech customers. No rupee value for the new orders is disclosed.
Balu Forge Industries Other Announcement
Balu Forge Industries Limited has updated its authorized Key Managerial Personnel for determining materiality of events. This disclosure is mandated under Regulation 30(5) of SEBI LODR Regulations.
Balu Forge Industries Annual General Meeting
Balu Forge Industries Limited conducted its 37th Annual General Meeting on September 30, 2026. Shareholders approved financial statements, a 1.5% final dividend, and director re-appointments.
Balu Forge Industries Management Change
Ms. Tabassum Begum has resigned as the Company Secretary and Compliance Officer of Balu Forge Industries Limited, effective from September 26, 2026.
Balu Forge Industries Annual General Meeting
Balu Forge Industries will hold its 37th Annual General Meeting on 30-Sep-2026. The agenda includes financial statement adoption, dividend declaration, and director re-appointment.
- Value
- ₹0.04 Cr