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Earnings Call

Kirloskar Ferrous Industries Earnings Call: Key Takeaways

KFIL reported FY26 standalone revenue of ₹6,784 Cr with a 12.3% EBITDA margin. Strategy shifts toward high-margin value-added castings and integrated steel value chain expansion.

Why this was an Alfa AlertNot a filter event. Financial results were broadly in line with expectations without specific prior guidance comparison.
Highlights
Revenue growthFY26 standalone revenue ₹6,784 Cr vs FY25 ₹6,566 Cr.
MarginsTargeting EBITDA expansion through cost leadership and 35% green power.
Order bookLarge tubes order execution starting Q1 FY27 improves visibility.
Demand visibilityStrong demand in automotive premiumization and high-HP commercial vehicles.

Growth

FY26 standalone revenue grew 3.3% YoY to ₹6,784 Cr; PAT increased 18.4% YoY to ₹375.6 Cr.

Outlook

FY26 capex of ₹456 Cr; targets 35%+ renewable power by FY27 and new foundry line at Solapur.

Risks

Rising coking coal costs and a weakening Rupee impacting landed material prices; iron ore price volatility.

Source

Earnings Call filed with BSE, NSE: KIRLFER. Summary written with AI assistance from the document.

Read the document ↗

Kirloskar Ferrous Industries Ltd: key numbers

Share price
₹483.15
Market cap
₹7,972 Cr
Revenue (annual)
₹6,889 Cr
Net profit (annual)
₹507.2 Cr
P/E (TTM)
23.1×Sector 19.0×
Promoter holding
50.78%-0.02% QoQ
FII holding
1.68%Current quarter

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

More from Kirloskar Ferrous Industries Ltd

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23:02 IST BSE
Debt & Borrowing

Kirloskar Ferrous Industries Debt & Borrowing: ₹100 Cr

Kirloskar Ferrous Industries has redeemed commercial paper worth ₹100 Crore upon maturity. This confirms the fulfillment of their debt payment obligations.

Value
₹100.0 Cr
13:14 IST BSE
Management Change

Kirloskar Ferrous Industries Management Change

Kirloskar Ferrous co-opted Ajay Patil as Joint Managing Director and appointed Ankur Gupta as Deputy CFO. The appointments are effective September-October 2026, subject to shareholder approval.

Execution
3 years
13:10 IST BSE
Employee Stock Options

Kirloskar Ferrous Industries Employee Stock Options

Kirloskar Ferrous Industries allotted 1,23,240 equity shares upon ESOP exercise. Paid-up capital rose to ₹82.58 Cr.

23:12 IST BSE
Debt & Borrowing

Kirloskar Ferrous Industries Debt & Borrowing: ₹100 Cr

Kirloskar Ferrous Industries has completed the full redemption of its Commercial Paper. The company repaid Rs.100 Crore on the maturity date.

Value
₹100.0 Cr
23:16 IST BSE
Other Announcement

Kirloskar Ferrous Industries Other Announcement

This filing discloses a market sale of 150 equity shares by an employee, Srinivasa Kadaramandalagi, valued at approximately Rs. 0.01 Crore.

Value
₹0.01 Cr