ALFA Finder| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | Total income down 3%; domestic grew 14%; exports fell 50%. |
|---|---|
| Margins | Record EBITDA margin 23.8%; unsustainable peak due to one-offs. |
| Order book | Export order book remains firm; pipeline visibility is intact. |
| Demand visibility | Strong domestic demand; export demand intact but deferred by logistics. |
| Management confidence | Confident; domestic growth and high margins offset export timing shocks. |
Growth
Domestic revenue grew 14% via price hikes; export volumes fell significantly due to Red Sea/Iran-Israel conflict shipping hurdles.
Outlook
Management maintains 10% domestic volume growth guidance and expects export recovery as shipping routes stabilize.
Risks
Logistics bottlenecks in West Asia; potential for margin contraction as high inventory realizations normalize; monsoon-related paddy yield uncertainty.
Last quarter's promises, checked
Delivered
- Guided 10% domestic revenue growth → delivered 14% (= BEAT)
- Guided double-digit growth in Edible Oil → delivered double-digit growth (= BEAT)
- Guided 10% volume growth in domestic market → delivered 16% (= BEAT)
Partly delivered
- Guided margin protection → delivered record EBITDA % but on lower total income (= PARTIAL)
Missed
- Guided export recovery/growth → delivered 50% revenue crash (= MISS)
Earnings Call Transcript filed with NSE, NSE: KRBL. Summary written with AI assistance from the document.
KRBL Ltd: key numbers
- Share price
- ₹432.05
- Market cap
- ₹9,889 Cr
- Revenue (annual)
- ₹6,098 Cr
- Net profit (annual)
- ₹648.0 Cr
- P/E (TTM)
- 11.7×Sector 29.1×
- Promoter holding
- 60.17%+0.00% QoQ
- FII holding
- 6.98%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from KRBL Ltd
All →KRBL Legal & Regulatory
KRBL Limited disclosed that the Delhi High Court issued notice in execution proceedings by Reliable Trading Company to enforce an arbitral award. The matter is next listed on 12 February 2027, and the company has sought a stay.
KRBL Business Update
KRBL's CFO gave a media interview to ET NOW on November 3, 2026, discussing Q2 results. The interview is available via a link and on the company's investor relations page.
KRBL Earnings Call Transcript: Key Takeaways
KRBL achieved record quarterly revenue despite bulk export headwinds in the Middle East, offset by a robust 33% domestic growth and improved brand realization.
- Call
- Guides 10% growth
KRBL Capital Structure Change
Non-promoter Anil Kumar Goel & PAC bought 58,000 KRBL shares in open market, raising stake from 4.993% to 5.018%. No transaction price disclosed.
KRBL Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue Rs 1,727 cr (+14% YoY), highest-ever quarter; PAT Rs 259 cr (+50%, 14.6% margin); EBITDA margin 21.1%. Domestic-led growth; net cash Rs 2,895 cr.
KRBL Q2 FY27 Results: Net Profit ₹258.9 Cr, Up 50.4% YoY
KRBL Ltd reported revenue from operations of ₹1,727 Cr (+14.3% YoY) and net profit of ₹258.9 Cr (+50.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹258.9 Cr · +50.4% YoY