ALFA Finder| Revenue growth | 4% YoY for Q1 FY27. |
|---|---|
| Margins | EBITDA margin stable at 12.2% vs 12.8% YoY. |
| Demand visibility | Healthy 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)
Investor Presentation filed with BSE, NSE: KIRLFER. Summary written with AI assistance from the document.
Kirloskar Ferrous Industries Ltd: key numbers
- Share price
- ₹386.20
- Market cap
- ₹6,372 Cr
- Revenue (annual)
- ₹6,889 Cr
- Net profit (annual)
- ₹507.2 Cr
- P/E (TTM)
- 17.9×Sector 17.1×
- Promoter holding
- 50.73%-0.05% QoQ
- FII holding
- 1.65%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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Kirloskar Ferrous shareholders approved Ajay Shriram Patil's appointment as Director and Joint Managing Director via postal ballot. Both ordinary resolutions passed with over 98% votes in favour.
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Kirloskar Ferrous Industries Investor Presentation: Key Takeaways
Q2 FY27 standalone revenue ₹2,047 Cr (+16.6% YoY), PAT ₹97.6 Cr (+10.3% YoY), EBITDA margin 10.9% vs 12.2%. Strategy focuses on cost cuts, value-added castings and green power.
Kirloskar Ferrous Industries Results Update
Kirloskar Ferrous reported Q2 FY27 standalone revenue of Rs 2,047 Cr, up 17% YoY, with PBT of Rs 138 Cr. The press release covers unaudited standalone and consolidated results.