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Investor Presentation

Kirloskar Brothers Investor Presentation: Key Takeaways

KBL reported Q1FY27 consolidated revenue of Rs. 11,049 Mn, up 12.9% YoY. Strategy focuses on high-margin services, digital solutions (KirloSmart), and leveraging a global localized presence across 20+ sectors.

Highlights
Revenue growth12.9% YoY consolidated revenue growth in Q1FY27.
MarginsConsolidated EBITDA margin at 11.8% (vs 13.0% YoY); PAT margin 6.1%.
Order bookRs. 40,622 Mn total; Standalone Rs. 23,754 Mn; Overseas Rs. 15,045 Mn.
Demand visibilityStrong, driven by a Rs. 40,622 Mn total pending order book.
Management confidenceHigh, citing 'Robust Orderbook Implying Strong Revenue Visibility'.

Growth

Revenue grew 12.9% YoY; EBITDA increased 2.4% to Rs. 1,306 Mn; PAT remained flat at Rs. 676 Mn (+0.1% YoY).

Outlook

Order book stands at a robust Rs. 40,622 Mn. Focus on monetizing data, value-added products, and duty-free ASEAN access.

Risks

EBITDA margins contracted to 11.8% from 13.0% YoY; PAT margins declined from 6.9% to 6.1%.

Last quarter's promises, checked

Delivered

  • Guided double-digit growth → delivered 12.9% revenue growth (= BEAT)
  • Guided SAP ERP stabilization → delivered improved operational flow (= BEAT)
  • Guided focus on data center packages → delivered 8 packages on US shop floor (= BEAT)

Partly delivered

  • Guided international revenue recovery → delivered 7% FY26 growth but Q1FY27 PAT flat (= PARTIAL)

Missed

  • Guided margin realignment to FY25 levels → delivered 11.8% vs 13.0% YoY (= MISS)
Source

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

Read the document ↗

Kirloskar Brothers Ltd: key numbers

Share price
₹1,771.90
Market cap
₹14,070 Cr
Revenue (annual)
₹4,538 Cr
Net profit (annual)
₹373.6 Cr
P/E (TTM)
37.7×Sector 53.6×
Promoter holding
65.95%+0.00% QoQ
FII holding
6.41%Current quarter

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

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