Q2 2025 Kirloskar Brothers Ltd Earnings Call Transcript
Key Points
- Consolidated revenues grew by 13.4% year-on-year to INR1,036 crore for Q2 FY25, indicating strong demand for products and services.
- EBITDA for the quarter increased by 61% year-on-year to INR156 crore, with an improved EBITDA margin of 15.1%.
- The company launched a new submersible turbine pump and 13 new models for small pump business, showcasing innovation and product expansion.
- Strong performance in the domestic market, driven by operational efficiency improvements and cost control initiatives.
- A healthy order book with stand-alone pending orders amounting to INR1,877 crore, reflecting a robust pipeline for future growth.
- Supply chain issues led to revenue declines in SPP USA and Kirloskar Brothers Thailand, affecting international business performance.
- Provision for doubtful debts increased significantly to INR21 crore, indicating potential challenges in receivables management.
- Employee costs have seen only a marginal decrease, suggesting limited cost optimization in this area.
- The international business faces challenges due to geopolitical factors, such as the US election, impacting order finalizations.
- Kirloskar Ebara Pumps is still struggling with profit booking, despite a healthy order book, indicating operational inefficiencies.
Ladies and gentlemen, good day, and welcome to Kirloskar Brothers Limited Q2 FY25 earnings conference call. This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions and expectations of the company as on the date of this call.
These statements are not the guarantees of future performance and involves risks and uncertainties that are difficult to predict. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Sanjay Kirloskar, Chairman and Managing Director from Kirloskar Brothers Limited. Thank you, and over to you, sir.
Thank you. Good afternoon, everyone. On behalf of Kirloskar Brothers Limited, I extend a very warm welcome to everyone joining us on our call today. I hope you've had an opportunity to go through the financial results and the investor presentation, which have been uploaded on the stock exchanges and on the company's website.
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