Q4 2026 Kirloskar Brothers Ltd Earnings Call Transcript
Key Points
- Kirloskar Brothers Ltd (BOM:500241) reported a 10% year-on-year growth in consolidated revenue for Q4 FY26, reaching INR14 billion 151 million.
- The international business showed strong performance with a 25% revenue growth in Q4 and a 7% increase for the full year, driven by healthy order book execution and improved product demand.
- The company's domestic order book grew by 30% year-on-year to INR24 billion 680 million, indicating strong future prospects.
- A final dividend of INR7 per equity share has been recommended, reflecting the company's commitment to returning value to shareholders.
- The company has a robust product portfolio, with unique offerings in sectors like building and construction, marine and defense, and oil and gas, which are driving growth.
- Domestic revenue for the full year showed a decline of 3% compared to the previous year, indicating challenges in the local market.
- The implementation of new labor codes resulted in a one-time expense of INR258 million in Q4, impacting profitability.
- Delays in the Jal Jeevan Mission funding affected dispatches and production schedules, hindering execution despite a strong order book.
- The ERP implementation at the foundry operations led to temporary operational disruptions, affecting production levels in the small and medium pump segment.
- The international business faced margin pressures, particularly in the UK, due to a shift in product mix and reduced service bookings.
Ladies and gentlemen, good day and welcome to the Kirloskar Brother Limited Q4 and FY26 earnings conference call. This conference call may contain certain forward-looking statements about the company which are based on beliefs, opinions and expectations of the company as on date of this call.
These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict. (Operator Instructions)
I now hand the conference over to Mr. Sanjay Kirloskar, Chairman and Managing Director, Kirloskar Brother Limited. Thank you, and over to you, sir.
Thank you. Good afternoon, everyone. On behalf of Kirloskar Brothers Limited, I extend a very warm welcome to everyone for joining us on our call today. I hope you've had an opportunity to go through the financial results and the investor presentation which have been uploaded on the stock exchanges and on the company's website.
On this call, I have with me Mr. Alok Kirloskar,
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