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Investor Presentation

Balu Forge Industries Investor Presentation: Key Takeaways

Balu Forge delivered strong Q1 FY27 results with 29% YoY revenue growth, driven by expansion into high-value aerospace and defense sectors, including a maiden US aerospace order and NATO supply chain induction.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth29.0% YoY
MarginsEBITDA margin at 28.2%; PAT margin at 21.7%.
Order bookDefense, Aerospace & Railways now account for ~50% of order book.
Demand visibilityStrong; 5-year MoU for ammunition and growing defense order book.
Management confidenceHigh; citing breakthrough in aerospace and defense indigenization.

Growth

Revenue grew 29.0% YoY to Rs. 3,007 Mn; EBITDA rose 17.3% to Rs. 848 Mn; PAT increased 15.9% to Rs. 661 Mn.

Outlook

Expanding machining capacity to 80,000 TPA by FY27; commissioning 25T hydraulic hammer and advanced multi-axis CNC lines.

Risks

Potential impact from geopolitical uncertainties affecting operations and cash flow generation.

Source

Investor Presentation filed with BSE, NSE: BALUFORGE. Summary written with AI assistance from the document.

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Balu Forge Industries Ltd: key numbers

Share price
₹506.80
Market cap
₹6,152 Cr
Revenue (annual)
₹1,107 Cr
Net profit (annual)
₹258.9 Cr
P/E (TTM)
23.0×Sector 53.6×
Promoter holding
53.51%-0.88% QoQ
FII holding
5.04%Current quarter

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

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16:26 IST BSE
Management Change

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.

18:52 IST NSE
Annual General Meeting

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
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Annual Report

Balu Forge Industries Annual Report

Balu Forge Industries Limited has submitted its Annual Report for the financial year 2025-26. The document also includes the notice for the 37th Annual General Meeting.

11:12 IST BSE
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Balu Forge Industries Dividend

Balu Forge Industries recommended a ₹0.15 per share final dividend for FY 2025-26, subject to AGM approval. Record date set for September 18, 2026.

15:35 IST BSE
Annual General Meeting

Balu Forge Industries Annual General Meeting

Balu Forge Industries held an Extraordinary General Meeting on September 4, 2026. Shareholders considered resolutions concerning foreign currency convertible bonds and borrowing limits.

08:58 IST BSE
Capacity Expansion

Balu Forge Industries Capacity Expansion

Balu Forge Industries has acquired a state-of-the-art ring rolling production line to boost its domestic heavy manufacturing capabilities. This new equipment adds 18,000 tons of capacity.

heavy ring rolling capacity
18000.0 tons