Q1 2026 Kirloskar Brothers Ltd Earnings Call Transcript
Key Points
- EBITDA margins improved to 13% from 12.3% year-on-year, reflecting a 70 basis point increase.
- The industrial segment showed strong demand, demonstrating the resilience of Kirloskar Brothers Ltd (BOM:500241)'s diversified product portfolio.
- Order inflows grew by 9% year-on-year, reaching INR1,336 crore, indicating strong demand in both domestic and international markets.
- The company achieved a 10% year-on-year growth in stand-alone EBITDA, with margins expanding by 200 basis points to 12.7%.
- The international business maintained a robust order book of INR1,268 crore, reinforcing visibility and momentum in the market.
- Consolidated revenue declined by 5% year-on-year to INR979 crore, impacted by adverse seasonal trends and geopolitical factors.
- The early onset of the monsoon negatively affected demand in the small pump segment, particularly in the agricultural sector.
- The US and Thai markets experienced a temporary slowdown due to election-related postponements, affecting international business performance.
- The stand-alone domestic business saw a 7% year-on-year decline in revenue, reflecting softness in the top line.
- The international business registered a modest 2% degrowth in Q1 FY26, primarily due to election-related disruptions in key markets.
Good day, and welcome to the Kirloskar Brothers Limited Q1 FY26 earnings conference call.
(Operator Instructions) Before we move on to the conference, a standard disclaimer. 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 involve risks and uncertainties that are difficult to predict. 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 evening, everyone. On behalf of Kirloskar 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 has been uploaded on the stock exchanges and on the company's website.
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