Kross Ltd (NSE:KROSS)
₹ 210.2 +7.15 (+3.52%) Market Cap: 13.56 Bil Enterprise Value: 13.84 Bil PE Ratio: 23.46 PB Ratio: 2.77 GF Score: 46/100

Q4 2026 Kross Ltd Earnings Call Transcript

May 13, 2026 / 09:30 AM GMT
Release Date Price: ₹208.01 (+2.43%)

Key Points

Positve
  • Kross Ltd (NSE:KROSS) reported a strong finish to FY26 with a top-line growth of 8.5%, driven by a favorable macroeconomic environment and GST rationalization benefits.
  • The company saw a significant 49.2% increase in revenue in the second half of FY26 compared to the first half, indicating strong momentum.
  • Key OEMs like Tata Motors and Ashok Leyland reported strong volume growth, which is expected to sustain throughout FY27.
  • The company successfully launched and validated its tipping jack product, contributing to sales in Q4 and expected to strengthen its position in the trailers ecosystem.
  • Strategic investments in capacity expansions and new initiatives, such as the seamless tube facility and robotic forging facility, are progressing well and poised to support future growth.
Negative
  • The Middle East conflict resulted in a shortage of LPG and a substantial increase in commodity prices, posing challenges in Q4.
  • Despite strong demand, the company faced challenges in ramping up production to meet peak capacity due to temporary hiccups.
  • The tractor segment, while growing, is highly competitive and not expected to expand margins significantly.
  • The seamless tube facility, while promising, will not contribute to revenue growth until FY28, delaying potential margin improvements.
  • Commodity price hikes and supply chain issues, including shortages of LPG, have impacted margins and are expected to continue affecting the company in the short term.


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

KROS.NS - Kross Ltd
Q4 2026 Kross Ltd Earnings Call
May 13, 2026 / 09:30AM 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 Cross Limited 4Q FY26 Earnings Conference Call hosted by Equity Securities Pvt. Ltd.

As a reminder, all participant lines will be in the decent-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during your conference call, please signal an operator by pressing then 0 on a touchtone phone.

Please note that this conference is being recorded.

I now hand conference over to Mr. Mir Hora from Victorious.

Thank you, and over to you, Mr. Mir.

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Unidentified_2 [2]
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