Q2 2026 Kilburn Engineering Ltd Earnings Call Transcript
Key Points
- Kilburn Engineering Ltd (BOM:522101) reported a strong financial performance with a 47% year-on-year growth in top line and 48% growth in EBITDA margin.
- The company achieved a consolidated top line of INR 154 crores with an EBITDA of around 27%.
- Kilburn Engineering Ltd has a robust order backlog of INR 492 crores and an unexecuted order pipeline of around INR 600 crores.
- The company expects a 25% CAGR growth over the next two to three years with sustainable EBITDA margins between 23% to 25%.
- Kilburn Engineering Ltd is expanding its export market, aiming to increase export revenue from 15% to 30%-40% of total revenue.
- The company experienced an increase in receivables by INR 75 crores due to high physical dispatches, which may impact cash flow.
- Cash flow remains negative, attributed to increased sales dispatches and payments to creditors, though expected to improve in the coming months.
- The tax incidence has increased due to the exhaustion of carryforward losses, impacting PAT growth.
- Kilburn Engineering Ltd is operating at high capacity utilization (90%-95%), which may limit immediate growth without further expansion.
- Short-term borrowings have increased, raising concerns about debt levels despite the company's aim to be debt-free.
Good morning, ladies and gentlemen, and thank you for attending this virtual meeting. I'm pleased to welcome you on behalf of Kilburn Engineering Limited and SKP Securities to Kilburn Engineering's Q2 FY26 and H1FY26 earnings webinar.
We have with us Mr. Ranjit Lala, Managing Director; Mr. Amritanshu Khaitan, Director; Mr. Sachin Vijayakar, Chief Financial Officer; Mr. K Vijaysanker Kartha, Managing Director; and Mr. -- Managing Director, M.E. Energy Private Limited; and Mr. Amol Monga, Whole-Time Director, Monga Strayfield Private Limited. Friends, this virtual meeting is being recorded for compliance reasons. And during the course of this discussion, there may be certain forward-looking statements.
These must be viewed in conjunction with the risk that the company faces. We will have the opening remarks from Mr. Lala followed by a Q&A session.
Thank you, and over to you, Mr. Lala.
Thank you, Navin. Good morning, everybody. A warm welcome to
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