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Kirloskar Brothers Limited Q3 FY26 earnings call summary

NSE: KIRLOSBROS · BSE: 500241

Earnings call of 6 Feb 2026, summarised by AI from the filing.

Q3 FY26 revenue ₹1,116 cr, EBITDA ₹161 cr; JJM delays and foundry ERP impacted revenue by ₹50-100 cr.

Key takeaways

  1. Guidance Management will strive for double-digit growth, prioritizing cash flow and profitability.
  2. Change Foundry ERP implementation caused castings to drop from 700 to 200-300 per day, impacting revenue by ₹50 cr.
  3. Driver International business growth: U.S. up 15%, Netherlands up 155% YoY.
  4. Risk JJM funding delays from state governments reduced revenue by ₹50-100 cr.

Original filing on BSE

Kirloskar Brothers Limited Q1 FY27 results

As filed: Revenue ₹1,105 cr (+13% year on year), EBITDA ₹116 cr (+4% year on year), PAT ₹67.6 cr (−1% year on year), EBITDA margin 10.5% (−86 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 ₹1,415 cr (+10% year on year), EBITDA ₹182 cr (−4% year on year), PAT ₹112 cr (−7% year on year), EBITDA margin 12.9% (−196 bps). Score 44 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit before exceptional items growth were below it. EBITDA margin fell 196 bps year on year. Share price after the results: +3.0% in 30 days (Nifty 500: +1.3%).
  • Q3 FY26: Revenue ₹1,116 cr (−2% year on year), EBITDA ₹142 cr (−15% year on year), PAT ₹125 cr (−16% year on year), EBITDA margin 12.7% (−181 bps). Score 24 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit before exceptional items growth were below it. EBITDA margin fell 181 bps year on year. Tax rate -7%. Share price after the results: +6.5% in 29 days (Nifty 500: −4.0%).
  • Q2 FY26: Revenue ₹1,028 cr (−1% year on year), EBITDA ₹109 cr (−24% year on year), PAT ₹72.0 cr (−26% year on year), EBITDA margin 10.6% (−320 bps). Score 21 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 320 bps year on year. Share price after the results: −13.4% in 30 days (Nifty 500: −0.4%).
  • Q1 FY26: Revenue ₹979 cr (−5% year on year), EBITDA ₹111 cr (−1% year on year), PAT ₹68.0 cr (+3% year on year), EBITDA margin 11.3% (+47 bps). Score 28 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were below it. EBITDA margin rose 47 bps year on year. Revenue fell 24% from last quarter. Share price after the results: −1.5% in 28 days (Nifty 500: −2.0%).
  • Q4 FY25: Revenue ₹1,281 cr (+5% year on year), EBITDA ₹190 cr (−1% year on year), PAT ₹138 cr (−10% year on year), EBITDA margin 14.8% (−85 bps). Score 29 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend; profit growth was well below it. EBITDA margin fell 85 bps year on year. Share price after the results: −4.0% in 30 days (Nifty 500: +2.5%).
  • Q3 FY25: Revenue ₹1,144 cr (+19% year on year), EBITDA ₹166 cr (+35% year on year), PAT ₹119 cr (+45% year on year), EBITDA margin 14.5% (+176 bps). Score 68 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was above it; profit growth was in line with it. EBITDA margin rose 176 bps year on year.
  • Q2 FY25: Revenue ₹1,036 cr (+13% year on year), EBITDA ₹143 cr (+49% year on year), PAT ₹97.0 cr (+90% year on year), EBITDA margin 13.8% (+329 bps). Score 82 of 100, Above trend. EBITDA margin rose 329 bps year on year. Not enough history for a trend yet: scored on growth alone.

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

Kirloskar Brothers Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.