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Investor Presentation

Kirloskar Ferrous Industries Investor Presentation: Key Takeaways

Kirloskar Ferrous reported Q1 FY27 revenue of ₹1,772 Cr (up 4% YoY) with an EBITDA margin of 12.2%, focusing on an integrated value chain and efficiency.

Highlights
Revenue growth4% YoY for Q1 FY27.
MarginsEBITDA margin stable at 12.2% vs 12.8% YoY.
Demand visibilityHealthy outlook driven by infrastructure spending and rural recovery.

Growth

Standalone Revenue grew 4% YoY to ₹1,772 Cr; PBT increased 6% YoY to ₹134 Cr despite a 1% EBITDA decline.

Outlook

Executing ₹131 Cr YTD capex including new foundry lines and 60MW renewable energy projects for cost leadership.

Risks

Ongoing geo-political uncertainties, coking coal supply constraints, and softening construction demand in the off-highway segment.

Last quarter's promises, checked

Delivered

  • Pig iron production 7L MT potential → Delivered 6.23L MT with MBF1/2 performing well (= BEAT)
  • Oliver foundry 16% growth → Delivered 16% volume growth (= BEAT)
  • Solapur foundry target 4,200 MT/month → Delivered 4,200 MT/month (~70% utilization) (= BEAT)

Partly delivered

  • Hiriyur blast furnace restart → Restarted but volume spilled over to January (= PARTIAL)
  • Oliver revenue guidance ₹118-120 Cr for FY26 → Management gave range but lacked final paper (= PARTIAL)

Missed

  • Steel production target 2.42L MT → Delivered 2.40L MT (= MISS)
  • Tube production target 2.16L MT → Delivered 1.85L MT in current Q1 FY27 context (= MISS)
  • EBITDA margin target 12.5%+ → Delivered 12.2% (= MISS)
Source

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

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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