Kalyani Commercials Limited Q2 FY26 earnings call summary

Earnings call of 15 Nov 2025, summarised by AI from the filing.

Kalyani Cast-Tech H1 FY26 total income ₹94.24 cr (+33%), profit ₹9.5 cr (+19%); margins guided at 10-12%.

Key takeaways

1. Guidance Margins guided at 10-12% depending on order conditions.
2. Change Order book ₹140 cr for FY26; ₹92.6 cr executed up to 30 September.
3. Driver New specialized containers (stainless steel, foldable) and new clients added in H1.
4. Risk Government approvals for Gati Shakti terminal may be delayed.

Original filing on BSE

Kalyani Commercials Limited Q1 FY27 results

As filed: Revenue ₹84.9 cr (−11% year on year), EBITDA ₹2.1 cr (+3% year on year), PAT ₹0.4 cr (−59% year on year), EBITDA margin 2.4% (+31 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹193 cr (+87% year on year), EBITDA ₹3.0 cr (−95% year on year), PAT ₹1.2 cr (−98% year on year), EBITDA margin 1.6% (−1,000 bps). Score 43 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 1000 bps year on year. Other income 58% of PBT. Revenue grew on the previous quarter, against its usual seasonal pattern. Revenue rose ₹89.5 cr on a year ago, more than the ₹41.0 cr it added the year before.
• Q3 FY26: Revenue ₹181 cr (+32% year on year), EBITDA ₹2.4 cr (+22% year on year), PAT ₹0.6 cr, EBITDA margin 1.3% (−12 bps). Score 52 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend. EBITDA margin fell 12 bps year on year. Other income 40% of PBT. Revenue grew on the previous quarter, against its usual seasonal pattern.
• Q2 FY26: Revenue ₹118 cr (+31% year on year), EBITDA ₹2.0 cr (0% year on year), PAT ₹0.0 cr (−100% year on year), EBITDA margin 1.7% (−53 bps). Score 20 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it; profit growth was well below it. EBITDA margin fell 53 bps year on year. Profit fell 100% from last quarter. Revenue rose ₹28.0 cr on a year ago, more than the ₹14.0 cr it added the year before.
• Q1 FY26: Revenue ₹95.0 cr (+64% year on year), EBITDA ₹2.0 cr (+100% year on year), PAT ₹1.0 cr (0% year on year), EBITDA margin 2.1% (+38 bps). Score 56 of 100, In line with trend. Revenue and EBITDA growth were above the company's own trend; profit growth was in line with it. EBITDA margin rose 38 bps year on year. Tax rate 0%. Revenue fell 8% from last quarter.
• Q4 FY25: Revenue ₹103 cr (+66% year on year), EBITDA ₹56.0 cr (+300% year on year), PAT ₹55.0 cr, EBITDA margin 54.4% (+1,000 bps). Score 64 of 100, In line with trend. Revenue and EBITDA growth were well above the company's own trend. EBITDA margin rose 1000 bps year on year. Tax rate 0%. Revenue fell 25% from last quarter.
• Q3 FY25: Revenue ₹137 cr (+78% year on year), EBITDA ₹2.0 cr (+100% year on year), PAT ₹0.0 cr (−100% year on year), EBITDA margin 1.5% (+16 bps). Score 20 of 100, Below trend. Revenue and EBITDA growth were well above the company's own trend. EBITDA margin rose 16 bps year on year. Profit fell 100% from last quarter.
• Q2 FY25: Revenue ₹90.0 cr (+18% year on year), EBITDA ₹2.0 cr (0% year on year), PAT ₹1.0 cr, EBITDA margin 2.2% (−41 bps). Score 46 of 100, In line with trend. EBITDA margin fell 41 bps year on year. Tax rate 0%. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Kalyani Commercials Limited earnings call, investor presentation and press release summaries

• Q2 FY26: Earnings call (15 Nov 2025)
• Q4 FY25: Earnings call (10 Jun 2025), Results deck (9 Jun 2025)
• Other events: Call transcript (11 Nov 2025)