ALFA Finder| Revenue growth | 3.9% YoY; OEM revenue increased 31% YoY to ₹40.7 Cr. |
|---|---|
| Margins | EBITDA margin up 640 bps YoY to 16.2% due to efficiency. |
| Order book | New order wins in sample validation for engine/wheel hub components. |
| Demand visibility | Strong domestic PV demand; core business growing with OEM demand. |
| Management confidence | High; citing disciplined low-capex expansion path and operational stabilization. |
Growth
Total Income grew to ₹67.07 Cr (+3.9% YoY); PAT jumped to ₹4.48 Cr (+218% YoY).
Outlook
Planned FY27 capex of ₹30 Cr focusing on Driveline and Axle segments; Vriddhi Council target ₹50 Cr annual savings.
Risks
Raw material volatility and foreign exchange fluctuations remain inherent risks to the forging business.
Last quarter's promises, checked
Delivered
- Guided 15% EBITDA margin floor → delivered 16.2% (= BEAT)
- Guided FY27 Capex ₹30 Cr → ongoing execution confirmed (= BEAT)
- Guided exit from low-margin business → OEM revenue up 31% (= BEAT)
Partly delivered
- Guided ROCE improvement → 18% in Q4 to 20%+ target (= PARTIAL)
Investor Presentation filed with NSE, NSE: KALYANIFRG. Summary written with AI assistance from the document.
Kalyani Forge Ltd: key numbers
- Share price
- ₹915.00
- Market cap
- ₹332.9 Cr
- Revenue (annual)
- ₹234.6 Cr
- Net profit (annual)
- ₹9.32 Cr
- P/E (TTM)
- 26.8×Sector 51.9×
- Promoter holding
- 58.76%+0.00% QoQ
- FII holding
- 0.00%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Kalyani Forge Ltd
All →Kalyani Forge Investor Presentation: Key Takeaways
Q2 FY27 revenue ~54.4cr (down ~18% QoQ on planned plant downtime), EBITDA margin 14.2%, PAT 2.16cr. H1 PAT 6.64cr (+86% YoY), EBITDA 18.67cr at 15.3%. Board approved 45cr funding plan.
Kalyani Forge Results Update
Kalyani Forge's board approved an indicative ₹45 crore FY27 funding plan and reported H1 FY27 PBT up 118.8%. Q2 revenue fell 2.2%, but EBITDA margin widened.
Kalyani Forge Q2 FY27 Results: Net Profit ₹2.2 Cr, Up 0.0% YoY
Kalyani Forge Ltd reported revenue from operations of ₹54.4 Cr (-2.3% YoY) and net profit of ₹2.2 Cr (+0.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹2.2 Cr · +0.0% YoY
Kalyani Forge Board Meeting Date
Kalyani Forge will hold a board meeting on 5 November 2026 to approve Q2 unaudited standalone results and in-principle fund raising via equity or equity-linked securities. The filing is a prior intimation with no approved amounts.
Kalyani Forge Other Announcement
Kalyani Forge Ltd filed its quarterly shareholding pattern as of September 30, 2026, pursuant to SEBI Listing Regulations.
Kalyani Forge Management Change
Mr. Anup Sancheti has resigned as Company Secretary, Compliance Officer, and Key Managerial Personnel of Kalyani Forge. He was relieved of his duties on 30 September 2026.