Kirloskar Pneumatic Company Limited Q3 FY26 earnings call summary

Earnings call of 23 Jan 2026, summarised by AI from the filing.

₹403.5 cr (Q3 FY25: ₹340 cr, +18.5%); large packages not cleared for dispatch led to lower sales and higher inventory.

Key takeaways

1. Q3 sales ₹403.5 cr (Q3 FY25: ₹340 cr, +18.5%); large packages not cleared for dispatch led to lower sales and higher inventory.
2. Order book ₹1,939 cr as on January 1, 2026, 19% higher than ₹1,624 cr, with no large package orders unlike last year.
3. Growth driver Non-traditional orders using in-house manufacturing capabilities expected to drive growth in first 2-3 quarters.
4. Demand risk No major oil and gas or petrochemical project orders finalized in calendar year 2025; air conditioning still slow.

Original filing on BSE

Kirloskar Pneumatic Company Limited Q1 FY27 results

As filed: Revenue ₹303 cr (+7% year on year), EBITDA ₹45.6 cr (+34% year on year), PAT ₹33.2 cr (+33% year on year), EBITDA margin 15.0% (+299 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 ₹712 cr (+20% year on year), EBITDA ₹186 cr (+71% year on year), PAT ₹144 cr (+80% year on year), EBITDA margin 26.1% (+772 bps). Score 90 of 100, Above trend. EBITDA margin rose 772 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: +22.9% in 30 days (Nifty 500: +1.8%).
• Q3 FY26: Revenue ₹407 cr (+19% year on year), EBITDA ₹79.4 cr (+59% year on year), PAT ₹41.5 cr (+58% year on year), EBITDA margin 19.5% (+494 bps). Score 88 of 100, Above trend. EBITDA margin rose 494 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: +2.5% in 28 days (Nifty 500: +1.7%).
• Q2 FY26: Revenue ₹378 cr (−12% year on year), EBITDA ₹58.0 cr (−38% year on year), PAT ₹43.0 cr (−37% year on year), EBITDA margin 15.3% (−647 bps). Score 19 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 647 bps year on year. Share price after the results: −6.9% in 30 days (Nifty 500: +0.4%).
• Q1 FY26: Revenue ₹272 cr (−1% year on year), EBITDA ₹36.0 cr (−10% year on year), PAT ₹28.0 cr (+4% year on year), EBITDA margin 13.2% (−131 bps). Score 25 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin fell 131 bps year on year. Revenue fell 53% from last quarter. Share price after the results: −13.7% in 30 days (Nifty 500: −1.0%).
• Q4 FY25: Revenue ₹583 cr (+19% year on year), EBITDA ₹110 cr (+21% year on year), PAT ₹81.0 cr (+35% year on year), EBITDA margin 18.9% (+30 bps). Score 36 of 100, Below trend. Revenue, EBITDA and profit growth were below the company's own trend. EBITDA margin rose 30 bps year on year. Profit rose ₹21.0 cr on a year ago, against ₹28.0 cr the year before. Share price after the results: −2.1% in 29 days (Nifty 500: +2.4%).
• Q3 FY25: Revenue ₹340 cr (+10% year on year), EBITDA ₹48.0 cr (−8% year on year), PAT ₹36.0 cr (+3% year on year), EBITDA margin 14.1% (−271 bps). Score 34 of 100, Below trend. EBITDA margin fell 271 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 21% from last quarter.
• Q2 FY25: Revenue ₹431 cr (+53% year on year), EBITDA ₹94.0 cr (+194% year on year), PAT ₹68.0 cr (+240% year on year), EBITDA margin 21.8% (+1,000 bps). Score 100 of 100, Above trend. EBITDA margin rose 1000 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 Pneumatic Company Limited earnings call, investor presentation and press release summaries

• Q4 FY26: Earnings call (27 Apr 2026)
• Q3 FY26: Earnings call (23 Jan 2026)