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Investor Presentation

Krishna Defence and Allied Industries Investor Presentation: Key Takeaways

Krishna Defence reports Q1FY27 standalone revenue of INR 576 Mn with record EBITDA and Net Profit margins of 26.3% and 20.3% respectively.

Guidance and delivery
Management target Revenue 30.0% next 3 to 5 years
Highlights
MarginsHighest ever EBITDA (26.3%) and Net Profit (20.3%) margins.
Order bookUnexecuted order book of INR 1,170 Mn as of June 2026.
Demand visibilityRobust tender pipeline of INR 2,890 Mn.
Management confidenceHigh; targeting 30%+ CAGR for the medium term.

Growth

PAT grew 32.9% YoY to INR 117 Mn; EBITDA increased 20.3% YoY to INR 152 Mn.

Outlook

Management aims for 30%+ CAGR over next 3-5 years; unexecuted order book stands at INR 1,170 Mn.

Risks

Standalone revenue from operations saw a 15.2% YoY decline during the quarter.

Last quarter's promises, checked

Delivered

  • Guided 30% revenue growth → delivered 29.1% for FY26 (= BEAT)
  • Guided margin improvement → delivered EBITDA margin 21.3% vs 16.2% YoY (= BEAT)
  • Guided capacity doubling → delivered 4,500 tons bulb bar capacity (= BEAT)

Partly delivered

  • Guided positive cash flow → delivered standalone revenue decline of 15.2% in Q1FY27 (= PARTIAL)
Source

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

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Krishna Defence and Allied Industries Ltd: key numbers

Share price
₹1,006.80
Market cap
₹1,505 Cr
Revenue (annual)
₹244.8 Cr
Net profit (annual)
₹41.32 Cr
P/E (TTM)
34.8×Sector 53.6×
Promoter holding
59.90%-0.06% QoQ
FII holding
1.37%Current quarter

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

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12:14 IST NSE
Credit Rating

Krishna Defence and Allied Industries Credit Rating

CRISIL reaffirmed Krishna Defence's credit ratings for its bank facilities. Long-term rating is BBB with Positive outlook; short-term is A3+.

19:57 IST NSE
Credit Rating

Krishna Defence and Allied Industries Credit Rating

Krishna Defence and Allied Industries Limited received a reaffirmation of its credit ratings for bank facilities totaling ₹69.00 Crore from the rating agency.

Value
₹69.00 Cr