Q4 2025 Kalyani Forge Ltd Earnings Call Transcript
Key Points
- Kalyani Forge Ltd (BOM:513509) achieved its highest profit after tax in 10 years, reaching 8.3 crores in FY25, a significant increase from 4.6 crores the previous year.
- The company declared a dividend of ₹4 per share for FY25, marking its highest dividend in the last five years.
- Kalyani Forge Ltd secured an all-time high in new order wins, totaling 115 crores in FY25, indicating strong business development efforts.
- The company has initiated a comprehensive CapEx program, with 24.4 crores invested in FY25 and plans for 25 crores in FY26, focusing on modernization and capacity expansion.
- Exports increased by 11% in FY25, with strategic plans to grow exports to 50% of total revenues in the coming years.
- Despite the increase in profits, the company's revenue remained flat at 239.2 crores in FY25, similar to the previous year's 240 crores.
- The company is facing challenges in increasing its top line, with a focus on improving operational efficiencies and sales mix rather than significant revenue growth.
- Kalyani Forge Ltd's asset turnover ratio is currently high compared to industry benchmarks, indicating potential inefficiencies in asset utilization.
- The company has taken on term loans to fund its CapEx, which could impact its bottom line if not managed carefully.
- There is uncertainty regarding the timeline for achieving the targeted 15% EBITDA margin, with no specific timeframe provided for reaching this goal.
Good morning, ladies and gentlemen, and a very warm welcome to our Kayani Bush Limited's 4th quarter and financial year ended 31st March 2025, analyst and investor conference call.
This is a general reminder that all participant plans will be in win only mode and there will be an opportunity for you to ask questions after the presentation completes.
Should you need any attention during the conference call, please signal an operator by pressing start, then 0 on your touchtone phone or your system. Please note that this is on is being recorded.
Before we move on to the presentation, a small disclaimer to participate.
This conference call may forward-looking statements about the company, which are based on beliefs, opinions, and expectations of the company and and on the date of this call. These statements are not the guarantee of future performance and involves risks and certainties that are difficult to predict now.
I now hand over the conference over to Mr. Viraji Kalyani, managing of Kalyani Porche Limited, and Mr. Nilesh Bandale, Chief Financial Officer of
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