| Revenue growth | Q2 +55.7% YoY; H1 +14.3% YoY (standalone) |
|---|---|
| Margins | Q2 EBITDA 26.9% (+786bps YoY); PAT margin 20.1%; highest-ever EBITDA margin |
| Order book | Unexecuted INR 1,090 Mn as on 30 Sep 2026 |
| Demand visibility | Order book INR 1,090 Mn; tender pipeline INR 3,050 Mn |
| Management confidence | Aims 30%+ CAGR over next 3-5 years |
Growth
Q2 revenue +55.7% YoY and +30.7% QoQ; EBITDA +119.9%, PAT +120.4% YoY. H1 revenue growth only +14.3%.
Outlook
Aims for 30%+ CAGR over 3-5 years. Order book INR 1,090 Mn; tender pipeline INR 3,050 Mn. Chennai AUV facility upcoming.
Risks
Trade receivables rose to INR 889 Mn (H1) from INR 347 Mn; cash fell to INR 101 Mn; other expenses +65.7% YoY.
Last quarter's promises, checked
Delivered
- FY27 margin above Q4 FY26 EBITDA 24.8% → Q2 FY27 EBITDA 26.9%, highest-ever (= BEAT)
Partly delivered
- 30%+ YoY growth FY27 → Q2 +55.7% but H1 +14.3% (= PARTIAL)
- Liquid reserve INR650 Mn → cash INR101 Mn (= PARTIAL; FD reclassification unverified)
Missed
- Tender pipeline INR2,210 Mn to fructify in H1 FY27 → order book INR1,090 Mn at 30 Sep vs INR1,034 Mn at Mar; pipeline rose to INR3,050 Mn (= MISS)
Investor Presentation filed with NSE, NSE: KRISHNADEF. Summary written with AI assistance from the document.
Krishna Defence and Allied Industries Ltd: key numbers
- Share price
- ₹1,213.60
- Market cap
- ₹1,814 Cr
- Revenue (annual)
- ₹244.8 Cr
- Net profit (annual)
- ₹41.32 Cr
- P/E (TTM)
- 36.5×Sector 51.5×
- Promoter holding
- 55.22%-4.68% QoQ
- FII holding
- 0.78%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Krishna Defence and Allied Industries Ltd
All →Krishna Defence and Allied Industries Earnings Call Transcript: Key Takeaways
Krishna Defence reported robust growth driven by high-margin defense products and production scale-up.
- Call
- Guides 30% growth
Krishna Defence and Allied Industries Dividend
Krishna Defence board declared an interim dividend of Rs 0.75 per equity share on October 29, 2026. The record date for the dividend is November 5, 2026.
Krishna Defence and Allied Industries Q2 FY27 Results: Net Profit ₹1,532 Cr, Up 71.8% YoY
Krishna Defence and Allied Industries Ltd reported revenue from operations of ₹7,529 Cr (+55.7% YoY) and net profit of ₹1,532 Cr (+71.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹1,532 Cr · +71.8% YoY
Krishna Defence and Allied Industries Board Meeting Date
Krishna Defence will hold a board meeting on 29 October 2026 to consider September 2026 quarter results and interim dividend. Trading window closes until 31 October 2026.
Krishna Defence and Allied Industries Price Movement Clarification
Krishna Defence clarifies no undisclosed information exists behind its recent price spike. The trading window remains closed since October 1, and movements are attributed to market conditions.
Krishna Defence and Allied Industries Credit Rating
CRISIL reaffirmed Krishna Defence's credit ratings for its bank facilities. Long-term rating is BBB with Positive outlook; short-term is A3+.