Kirloskar Ferrous Industries Ltd (NSE:KIRLFER)

Q3 2026 Kirloskar Ferrous Industries Ltd Earnings Call Transcript

Feb 11, 2026 / 09:30AM GMT

Release Date Price: ₹452.2

Transcript

Key Points

Positve

Kirloskar Ferrous Industries Ltd (BOM:500245) reported a 21% increase in pig iron production at the Koppal plant.
The company has seen a 10% increase in casting production, reaching 39,000 metric tons.
Sales of tubes at Ahmednagar increased by 17%, indicating strong demand.
The company is progressing well with its green power initiatives, with plans to commission additional solar and wind power capacity.
Demand for castings remains strong across various sectors, including tractors, automotive, and commercial vehicles.

Negative

The company faced continued pressure on margins in the pig iron segment due to low prices.
Pig iron prices have decreased by 9% compared to the previous year, impacting turnover.
The Baramati plant experienced a decline in production due to a planned shutdown for furnace upgrades.
Sales realization for tubes has dropped by 11%, affecting revenue.
The company has not been able to fully utilize the expanded capacity in the casting segment, leading to lower-than-expected volume growth.

Operator

Ladies and gentlemen, good day, and welcome to Kirloskar Ferrous Industries Limited Q3 and FY26 analyst call, hosted by Antique Stockbroking Limited. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Mr. Pallav Agarwal from Antique Stockbroking Limited. Thank you, and over to you, sir.

Pallav Agarwal

Antique Stockbroking Limited - Investor Relations

Yes. Thank you, Danish. And good afternoon, everybody. Welcome to the Kirloskar Ferrous Industries third quarter results call. So we have the senior management of the company represented by: Mr. R.V. Gumaste, the Managing Director; and Mr. R.S. Srivatsan, the ED, Finance and the CFO.

So I would now like to hand over the call to Mr. Gumaste for his opening remarks. Over to you, sir.

Ravindranath Gumaste

Kirloskar Ferrous Industries Ltd - Managing Director, Executive Director

Yes. Thank you, Pallav. Thank you very much. And let me, first of all, welcome everyone on the call for Kirloskar

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