Q2 2026 Kirloskar Oil Engines Ltd Earnings Call Transcript

Nov 12, 2025 / 10:30 AM GMT

Release Date Price: ₹1058.65 (+11.98%)

Transcript

Key Points

Positve

Kirloskar Oil Engines Ltd (BOM:533293) achieved a significant milestone with net sales crossing the 1,500 crore mark for the first time in Q2.
The company reported a 35% year-on-year growth in net sales, reflecting strong performance across all business segments.
The power generation business unit delivered a robust 41% year-on-year growth in sales, achieving its highest ever quarterly revenue.
The international B2C business witnessed a remarkable 77% growth year-on-year, indicating strong diversification and strategic progress.
The company's EBITA margin improved to 13.4% from 12.4% last year, showcasing enhanced operational efficiency.

Negative

The fluid dynamics segment experienced a sequential decline in sales, impacting fixed cost absorption.
The North American market is not yet taking off for Kirloskar Oil Engines Ltd (BOM:533293), with returns expected only in the medium to long-term.
The industrial segment's growth is heavily reliant on defense and railways, with construction and mining showing weaker performance.
The company faces challenges in penetrating the data center market, which is driven by US specifications and requires significant effort to gain traction.
Competitive intensity in the high horsepower segment remains a challenge, with the need for creating the right ecosystem to drive business.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KIRO.NS - Kirloskar Oil Engines Ltd
Q2 2026 Kirloskar Oil Engines Ltd Earnings Call
Nov 12, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Kirloskar Oil Engines Limited post earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone. I now hand the conference over to Mr. Amit Shah from Antique Stockbroking.

Thank you and over to you, sir.

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Unidentified_2 [2]
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