| Management target | Revenue 2030 |
|---|
| Revenue growth | 24% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margin 20.61%, impacted by RM inflation and India mix. |
| Order book | Management refrained from sharing specific order book momentum details. |
| Demand visibility | Stable in Europe; robust in India infra/agri segments. |
| Management confidence | High in brand positioning and U.S. market recovery. |
Growth
Revenue grew 24% YoY to INR 3,409 Cr; OHT volumes rose 16% to 93,770 MT. PAT at INR 432 Cr.
Outlook
Capex plan of INR 6,800 Cr through 2030; On-Highway revenue target of INR 5,000 Cr by 2030.
Risks
Geopolitical uncertainty impacting freight costs, vessel availability, and raw material inflation (expected 5% increase in RM costs).
Last quarter's promises, checked
Delivered
- Guided U.S. volume ~10% → delivered ~10% (= BEAT)
- Guided 3-5% price hikes → delivered 5% hike (= BEAT)
- Guided Phase 1 TBR 800 tyres/day → delivered 800 tyres/day (= BEAT)
Partly delivered
- Guided RM cost +7-8% → delivered +5% (= PARTIAL)
Missed
- Guided EBITDA 23-25% → delivered 20.61% (= MISS)
Investor Presentation filed with NSE, NSE: BALKRISIND. Summary written with AI assistance from the document.
Balkrishna Industries Ltd: key numbers
- Share price
- ₹2,007.00
- Market cap
- ₹38,799 Cr
- Revenue (annual)
- ₹10,823 Cr
- Net profit (annual)
- ₹1,243 Cr
- P/E (TTM)
- 27.6×Sector 32.1×
- Promoter holding
- 58.29%+0.00% QoQ
- FII holding
- 10.33%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Balkrishna Industries Ltd
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