Q2 2025 Kirloskar Pneumatic Company Ltd Earnings Call Transcript
Key Points
- Kirloskar Pneumatic Co Ltd (BOM:505283) reported a 35% growth in sales for the first half of the fiscal year, reaching INR 706 crore compared to INR 524 crore in the previous year.
- The company has a strong order book of INR 1,780 crore as of October 1, 2024, indicating a 23% increase from the previous year.
- The EBITDA margin improved significantly to 22.8% in Q2, up from 15.6% in Q1, driven by better product mix and cost reduction efforts.
- The company is debt-free with a net cash position of INR 250 crore, providing financial stability and flexibility for future investments.
- Kirloskar Pneumatic Co Ltd (BOM:505283) is expanding its in-house manufacturing capabilities, which is expected to enhance cost competitiveness and improve margins.
- Export sales remain muted and are expected to stay low in the current year and possibly into the first half of next year.
- The company's working capital increased to INR 325 crore, reflecting higher inventory levels due to increased business activity.
- There are ongoing challenges with inspection and site readiness, which can delay predictable sales.
- The industrial activity in India has slowed down, with three consecutive months of lower PMI, which could impact future growth.
- The company faces pricing pressure in the market, with no significant increase in realization for its products despite strong demand in certain segments.
Ladies and Chairman. Good day and welcome to the Klosa Pneumatic Company Limited Q2 F 525 earnings conference call hosted by Antique Stock broking. (Operator Instructions) Please note that this conference is being recorded.
I will now hand the conference over to your host, Mr Amit Shah from Antique Stockbroking. Please go ahead.
Sir. Yeah. Thank you, Ryan. Good afternoon everyone on behalf of Antique Stock Booking Limited. I welcome you all to two QF I 25 earnings conference call of Klosk Pneumatic Company Limited to discuss the results. We have the senior management team of koar Pneumatic, represented by Mr P Rakam, managing director of the company and Mr Ramesh Bisa, Chief Financial Officer of the company.
I'll hand over the call to Mr K. Srinivasan for his opening remarks post which we can open the floor for Q&A over to you.
Sir.
Yeah, thanks so
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
