ALFA Finder| Revenue growth | Revenue +16% YoY (₹2,057 Cr); castings +30%, pig iron +20%, tubes +0.5%. |
|---|---|
| Margins | Casting margins contracted (per analyst); mgmt expects pass-through recovery. |
| Order book | No order book figure; legacy tube orders booked at low prices. |
| Demand visibility | Castings strong (auto, earthmoving); tractor may correct; tube market weak. |
| Management confidence | Balanced; confident on recovery, hedged on tractor softness and pricing. |
Growth
Revenue +16% YoY; castings value +30%, pig iron +20%, tubes +0.5%. Castings volume and pricing drove growth.
Outlook
Solapur rejections to 7-8% next quarter; Rajpura phase 2 by March; casting sales 1 lakh MT over two quarters.
Risks
Tractor demand softening; tube margins under pressure; casting margins contracted; Solapur rejections at 10-11%.
Earnings Call Transcript filed with BSE, NSE: KIRLFER. Summary written with AI assistance from the document.
Kirloskar Ferrous Industries Ltd: key numbers
- Share price
- ₹385.70
- Market cap
- ₹6,364 Cr
- Revenue (annual)
- ₹6,889 Cr
- Net profit (annual)
- ₹507.2 Cr
- P/E (TTM)
- 17.9×Sector 17.0×
- Promoter holding
- 50.73%-0.05% QoQ
- FII holding
- 1.65%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Kirloskar Ferrous Industries Ltd
All →Kirloskar Ferrous Industries Management Change
Kirloskar Ferrous Industries' postal ballot approved two ordinary resolutions appointing Ajay Shriram Patil as Director and as Joint Managing Director. Both resolutions passed, with 98.22% to 99.91% of votes cast in favour.
Kirloskar Ferrous Industries Annual General Meeting
Kirloskar Ferrous shareholders approved Ajay Shriram Patil's appointment as Director and Joint Managing Director via postal ballot. Both ordinary resolutions passed with over 98% votes in favour.
Kirloskar Ferrous Industries Other Announcement
Director Ravindranath Gumaste and KMP Mayuresh Gharpure reported ESOS-related purchases of 50,000 and 1,000 shares. Gumaste's holding rose from 0.69% to 0.72%.
Kirloskar Ferrous Industries Investor Presentation: Key Takeaways
Q2 FY27 standalone revenue ₹2,047 Cr (+16.6% YoY), PAT ₹97.6 Cr (+10.3% YoY), EBITDA margin 10.9% vs 12.2%. Strategy focuses on cost cuts, value-added castings and green power.
Kirloskar Ferrous Industries Results Update
Kirloskar Ferrous reported Q2 FY27 standalone revenue of Rs 2,047 Cr, up 17% YoY, with PBT of Rs 138 Cr. The press release covers unaudited standalone and consolidated results.
Kirloskar Ferrous Industries Employee Stock Options
KFIL allotted 63,195 equity shares of ₹5 each upon ESOP exercise. Paid-up capital rose to ₹82.61 Cr comprising 16.52 Cr shares.