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Earnings Call

Kranti Industries Earnings Call: Key Takeaways

Kranti Industries achieved a landmark ₹100cr+ consolidated revenue in FY26, returning to profitability. The company is diversifying from 95% agriculture dependency into defense and EV segments while commissioning its fourth plant in Jaipur.

Why this was an Alfa AlertNot a filter event. No explicit prior guidance range was provided to compare against the achieved results.
Highlights
Revenue growth28% consolidated growth in FY26.
MarginsStandalone EBITDA margin improved from 10.5% to 13.3%.
Order bookEntry into defense with AVNL machining orders.
Demand visibilityStrong domestic and growing export demand in tractors.
Management confidenceHigh; aiming for Vision 2030 roadmap targets.

Growth

FY26 consolidated revenue grew 28% to ₹100cr+; Standalone EBITDA grew 63.7% to ₹12.44cr (13.3% margin); PAT turned positive.

Outlook

Targets 18-20% EBITDA by FY28; expects ₹12-14cr revenue from Jaipur facility in FY27; guiding for double-digit YoY growth.

Risks

Supply chain challenges, inflation impact on costs, and slower penetration cycles in the defense sector (4-6 quarters).

Last quarter's promises, checked

Delivered

  • Guided Q3 revenue growth → delivered 32.2% YoY growth (= BEAT)
  • Guided EBITDA improvement → delivered 15.5% margin vs ~5% YoY (= BEAT)
  • Guided Jaipur plant ops from Jan 1, 2026 → delivered Jan 1 start (= BEAT)

Partly delivered

  • Guided defense order execution → ₹2cr orders in progress (= PARTIAL)
Source

Earnings Call filed with BSE, BSE: 542459. Summary written with AI assistance from the document.

Read the document ↗

Kranti Industries Ltd: key numbers

Share price
₹45.54
Market cap
₹58.11 Cr
Revenue (annual)
₹100.5 Cr
Net profit (annual)
₹2.29 Cr
P/E (TTM)
25.3×Sector 33.6×
Promoter holding
62.28%+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.

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Value
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From
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