Kalyani Forge Ltd (NSE:KALYANIFRG)

Q3 2026 Kalyani Forge Ltd Earnings Call Transcript

Feb 11, 2026 / 05:30 AM GMT

Release Date Price: ₹614.9 (+1.75%)

Transcript

Key Points

Positve

Kalyani Forge Ltd (BOM:513509) achieved a record EBITDA margin of 15.7%, the highest in the company's history.
The company reported a strong PBT of 3.95 crores, marking an all-time high in recent quarters.
Export mix has strengthened, with significant growth in the European transmission program.
The company has strategically exited low-margin businesses, improving overall profitability.
CapEx is aligned with growth areas, focusing on driveline and axle products, which are future growth areas.

Negative

Profit after tax was negative at 0.12 crores, impacted by non-cash deferred tax adjustments.
Employee costs remain high as a percentage of revenue, which the company aims to address through productivity improvements.
The company is not yet operating at peak capacity, indicating potential underutilization of resources.
Revenue growth was modest, with only a slight increase quarter-on-quarter, despite strong margin expansion.
The company is in a transformation phase, which may lead to short-term fluctuations in financial performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KALF.NS - Kalyani Forge Ltd
Q3 2026 Kalyani Forge Ltd Earnings Call
Feb 12, 2026 / 05:30AM GMT

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Presentation
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Or Good morning everyone. I welcome you all to the investor and analysts conference call of Kalyani Force Limited for Q3. I am Rajkuma Diksani. Before we begin, I would like to make a few disclosures on behalf of the company. This call is being recorded. The video recording and the transcript of this conference call will be made available on the company's website and stock exchange portal within the prescribed time period. During the course of this call, there may be certain forward-looking statements based upon current expectations and assumptions. These statements involves risks and uncertainties that could cause actual results to differ materially from those expressed or implied.

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