| Revenue growth | 3.9% YoY; OEM revenue increased 31% YoY to ₹40.7 Cr. |
|---|---|
| Margins | EBITDA margin up 640 bps YoY to 16.2% due to efficiency. |
| Order book | New order wins in sample validation for engine/wheel hub components. |
| Demand visibility | Strong domestic PV demand; core business growing with OEM demand. |
| Management confidence | High; citing disciplined low-capex expansion path and operational stabilization. |
Growth
Total Income grew to ₹67.07 Cr (+3.9% YoY); PAT jumped to ₹4.48 Cr (+218% YoY).
Outlook
Planned FY27 capex of ₹30 Cr focusing on Driveline and Axle segments; Vriddhi Council target ₹50 Cr annual savings.
Risks
Raw material volatility and foreign exchange fluctuations remain inherent risks to the forging business.
Last quarter's promises, checked
Delivered
- Guided 15% EBITDA margin floor → delivered 16.2% (= BEAT)
- Guided FY27 Capex ₹30 Cr → ongoing execution confirmed (= BEAT)
- Guided exit from low-margin business → OEM revenue up 31% (= BEAT)
Partly delivered
- Guided ROCE improvement → 18% in Q4 to 20%+ target (= PARTIAL)
Investor Presentation filed with NSE, NSE: KALYANIFRG. Summary written with AI assistance from the document.
Kalyani Forge Ltd: key numbers
- Share price
- ₹914.80
- Market cap
- ₹332.8 Cr
- Revenue (annual)
- ₹234.6 Cr
- Net profit (annual)
- ₹9.32 Cr
- P/E (TTM)
- 26.9×Sector 53.9×
- Promoter holding
- 58.76%+0.00% QoQ
- FII holding
- 0.00%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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