Q4 2025 Kirloskar Brothers Ltd Earnings Call Transcript
Key Points
- Kirloskar Brothers Ltd (BOM:500241) reported a 12% year-on-year growth in consolidated revenues for the fiscal year 2025, reaching INR 4,492 crore.
- The company achieved a significant improvement in operating performance with a margin of 15.2%, reflecting successful efforts in operational efficiency and cost optimization.
- Subsidiaries of Kirloskar Brothers Ltd registered a robust growth of 48% in fiscal year 2025, driven by new orders from large customer projects and increased exports.
- The international business segment saw a 21% growth, supported by strong performance in the UK, Dutch entities, and other international markets.
- The company has a strong order book and strategic focus on business opportunities, positioning it well for continued success, with a standalone pending order book of INR 1,800 crore as of March 2025.
- There were liquidity issues with some customers, leading to delayed payments and impacting the company's cash flow.
- The company faced challenges with free issue material not arriving on time, affecting the delivery of large pumps and impacting margins.
- The US tariff scenario presents uncertainty, with potential negative impacts on costs and customer pricing.
- The domestic service market is still evolving, with limited traction for long-term framework contracts compared to international markets.
- The Southeast Asia market remains highly competitive, with volatility in revenue due to large project-based orders.
Ladies and gentlemen, good day, and welcome to Kirloskar Brothers Limited Q4 and FY '25 Earnings Conference Call. This conference call may contain forward-looking statements about the company, which are based on 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. Please note that this conference is being recorded.
I now hand the conference over to Mr. Sanjay Kirloskar, Chairman and Managing Director of Kirloskar Brothers Limited. Thank you, and over to you, sir.
Good afternoon everyone. On behalf of Brothers Limited, I extend a very warm welcome to everyone for joining us on our call today. I hope you've had an opportunity to go through the financial results and investor presentation which have been uploaded on the stock exchanges and on the company's website.
On this call, I have with me, managing
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