Q3 2026 Kirloskar Brothers Ltd Earnings Call Transcript
Key Points
- Consolidated revenues for the quarter stood at INR 1,116 crores, with a nine-month total of INR 3,123 crores, indicating stable performance despite external challenges.
- The standalone order book grew by 25% year-on-year, reaching INR 2,438 crores, showcasing a healthy pipeline and sustained customer confidence.
- International operations in the US and Netherlands showed strong year-on-year growth of 15% and 155% respectively, driven by improved product demand.
- EBITDA for the quarter was INR 161 crores with margins at 14.4%, supported by stable volumes and a strong order pipeline across segments.
- The company recorded healthy order inflows across both domestic and international markets, reflecting continued customer trust and demand momentum.
- Standalone performance was temporarily affected due to an overall slowdown and non-release of JJM funding to dealers, impacting dispatches and manufacturing.
- The UK operations faced temporary softness due to uncertainty in the UK government's energy policies, affecting margins.
- Year-on-year moderation in EBITDA margins was primarily due to changes in product mix and adverse operating leverage.
- The implementation of a new ERP system in the foundry led to a temporary reduction in casting output, impacting revenue by approximately INR 50 crores.
- The JJM funding issue resulted in a significant revenue reduction, with an estimated impact of INR 50 to 100 crores.
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Thank you.
Lady and gentlemen, good morning and welcome to the Kilowskar Brothers Limited, Q3 F.
526 Orics conference call.
Before we began a brief disclaimer, this conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions, and expectations of the company has on date of this call.
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