Kirloskar Ferrous Industries Ltd (NSE:KIRLFER)

Q1 2026 Kirloskar Ferrous Industries Ltd Earnings Call Transcript

Aug 5, 2025 / 10:30 AM GMT

Release Date Price: ₹452.2

Transcript

Key Points

Positve

Kirloskar Ferrous Industries Ltd (BOM:500245) reported an 8.5% increase in sales for Q1 2026 compared to the same period last year.
The company's EBITDA grew by 14% year-over-year, indicating improved operational efficiency.
The demand for castings remains strong, with a 6% growth in casting sales.
The company has successfully reduced power and fuel costs from 8.9% to 6.1% of sales, thanks to the commissioning of a 70 MW power plant.
Kirloskar Ferrous Industries Ltd (BOM:500245) is experiencing strong demand in the seamless tube sector, with a 42% growth in sales compared to the previous year.

Negative

The company faces ongoing commodity price pressures, particularly in pig iron and steel, affecting profitability.
There is a significant impact from Chinese dumping in the seamless tube market, which is affecting margins.
Steel production was down due to maintenance shutdowns, impacting overall sales.
The company is facing challenges in ramping up production volumes in the tractor casting segment despite market demand.
The realization in various segments, including tubes and steel, has decreased, with tube division realization down by 9% and steel by 6%.

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

KRFI.BO - Kirloskar Ferrous Industries Ltd
Q1 2026 Kirloskar Ferrous Industries Ltd Earnings Call
Aug 05, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Kildosar Ferris Q1 NFY26 earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Pallava Garwal from Antique Stockbroking.

Thank you and over to you, sir.

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Unidentified_2 [2]
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