ALFA Finder| Revenue growth | Consolidated up 11% YoY; Standalone down 5% YoY. |
|---|---|
| Margins | Standalone EBITDA margin 27.5%; seeking mid-teen margins in new segments. |
| Order book | Defense order book at ₹11,000 Cr; new orders ₹4,814 Cr. |
| Demand visibility | Strong outlook for US and India CV; aerospace momentum building. |
| Management confidence | Strong confidence in India manufacturing and 25% growth target. |
Growth
FY26 Consolidated revenue up 11% YoY; Standalone revenue ₹8,396 Cr down 5% due to US CV market challenges.
Outlook
Guided 25% growth for India business; Aerospace target ₹1,000 Cr+; Capex ₹800-850 Cr over 15-18 months.
Risks
Regulatory uncertainties in North America, US CV demand challenges, and rising energy costs impacting manufacturing margins.
Earnings Call filed with NSE, NSE: BHARATFORG. Summary written with AI assistance from the document.
Bharat Forge Ltd: key numbers
- Share price
- ₹1,759.90
- Market cap
- ₹86,001 Cr
- Revenue (annual)
- ₹16,812 Cr
- Net profit (annual)
- ₹1,080 Cr
- P/E (TTM)
- 120.9×Sector 51.9×
- Promoter holding
- 43.12%-0.95% QoQ
- FII holding
- 15.20%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Bharat Forge Ltd
All →Bharat Forge Product Launch
Bharat Forge's defence subsidiary KSSL unveiled the 120mm Rapid Attack Mortar System for Indian Armed Forces and international customers. No order value or contract was announced.
Bharat Forge Earnings Call Transcript: Key Takeaways
Record standalone revenue ₹2,526 Cr (+30% YoY), but consolidated EBITDA up only 9%. US loss-making, Europe at 3% margin; H2 recovery hinges on cost pass-through.
Bharat Forge Other Announcement
Bharat Forge filed CARE Ratings' monitoring agency report on its ₹2,000 Crore QIP proceeds for the quarter ended September 30, 2026. The report notes nil deviation from the stated objects.
Bharat Forge Legal & Regulatory
Bharat Forge's board noted a ₹10,000 NSE fine for delayed XBRL filing of postal ballot voting results. The company sought a waiver, which the board endorsed.
- Value
- ₹0.00 Cr
Bharat Forge Capital Structure Change
Bharat Forge Limited has approved a cash investment of Rs. 290.51 Crore in its wholly-owned subsidiary, Kalyani Strategic Systems Limited. The funds will support capital expenditure and product development in the defense sector.
- Value
- ₹290.5 Cr
- Execution
- By March 31, 2027
Bharat Forge Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue Rs 48,700m (+20.8% YoY), EBITDA Rs 7,780m (16.0% margin), standalone PAT Rs 3,708m (+19.6% YoY). Indian manufacturing growth guidance maintained; overseas under strategic review.