Q4 2025 Bharat Forge Ltd Earnings Call Transcript
Key Points
- Bharat Forge Ltd (BOM:500493) reported a stable performance in Q4 with revenues of INR2,163 crores, showing a quarter-on-quarter growth of 3%.
- The company achieved a 100 basis points improvement in EBITDA margin, reaching 29.1% in Q4.
- On a full-year basis, Bharat Forge Ltd (BOM:500493) reported a revenue of INR8,844 crores with an EBITDA margin expansion of 100 basis points to 28.5%.
- The company secured new business worth INR6,959 crores across key sectors, with significant contributions from the defense sector.
- Bharat Forge Ltd (BOM:500493) has a robust balance sheet with surplus funds net of long-term loans at INR1,336 crores.
- Consolidated Q4 revenue was 7.5% lower on a year-over-year basis, indicating challenges in overall revenue growth.
- The economic situation in Europe has led to lower utilization rates of 60% to 65% in the company's European aluminum operations.
- The company faces uncertainty due to US tariffs, particularly affecting the passenger car segment, which could impact exports.
- Despite improvements, the European operations recorded an EBIT of only INR96 crores, indicating ongoing challenges in profitability.
- The company is still working on restructuring options for its European steel operations, suggesting unresolved operational issues.
Ladies and gentlemen, good day and welcome to the Q4 and FY25 earnings conference call hosted by Bharat Forge Limited.
(Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Amit Kalyani, the Vice Chairman and joint managing director of Bharat Forge Limited. Thank you and over to you, sir.
Good afternoon, ladies and gentlemen, and thank you for joining us for our second our year-end conference call. I have with me our Head of Finance, Kedar Dixit; Head of Investor Relations, Rajhagopalan and our finance team members. As usual, I will have them give you an introduction, and then I will take you through the Q&A. Thank you.
Good afternoon. I'll take you through the stand-alone business highlights for the fourth quarter and for full year. They had a stable performance in the quarter with
| 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
