The call ran from 1:31 PM to 2:33 PM IST (1 h 2 min).
Key takeaways
Standalone revenue hit a record ₹1,722 Cr (+19%), but EBITA fell 6% and margin dropped to 11% from 14% on input-cost inflation. Management is confident about margin recovery but gave no numbers. Cash flow weakened on inventory build.
| Revenue growth | Standalone +19% YoY, consolidated +17%; management says no one-time items. |
|---|---|
| Margins | Standalone EBITA margin 11% vs 14% YoY; contraction, 30bps softer QoQ. |
| Order book | Order intake 'significantly stronger' YoY; no order book figure given. |
| Demand visibility | Robust domestic demand; no delivery lead-time elongation; data-center orders delayed. |
| Management confidence | Over-optimistic; confident tone while margin recovery left unquantified. |
Growth
Standalone sales +19% YoY to ₹1,722 Cr; Power Gen +17%, DABU +29%, Industrial only +2%. Consolidated net profit -18%.
Outlook
No quantified FY27 guidance; international 30% of revenue by FY30; ₹2,100 Cr capex, first line next FY.
Risks
Commodity inflation squeezing margins; data-center order delayed; cash flow down YoY on inventory build.
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Kirloskar Oil Engines Q2 FY27 Results: Net Profit ₹130.3 Cr, Down 18.2% YoY
Kirloskar Oil Engines Ltd reported revenue from operations of ₹2,284 Cr (+17.1% YoY) and net profit of ₹130.3 Cr (-18.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹130.3 Cr · -18.2% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Announced ₹1,400cr capex for HHP capacity over 2 years; targeting $2 billion revenue by FY30.
Growth they described
FY26 standalone revenue grew 25% to ₹5,604cr; PAT from continuing operations rose 35% to ₹464cr.
Call details
| Company | Kirloskar Oil Engines Limited |
|---|---|
| NSE symbol | KIRLOSENG |
| ISIN | INE146L01010 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 1:30 PM IST |
| Length | 1 h 2 min |
| Audio | Our stream on YouTube ↗ |
Kirloskar Oil Engines Limited: key numbers
- Share price
- ₹1,582.50
- Market cap
- ₹23,036 Cr
- Revenue (annual)
- ₹7,701 Cr
- Net profit (annual)
- ₹574.3 Cr
- P/E (TTM)
- 44.7×Sector 50.0×
- Promoter holding
- 41.03%-0.04% QoQ
- FII holding
- 11.06%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
Other calls on Thu, 5 Nov
Today's concalls →
