| Management target | Revenue 30.0% |
|---|
| Revenue growth | ₹75.3 Cr, up 55.7% YoY on defense product scale-up. |
|---|---|
| Margins | Record 26.9% EBITDA margin driven by high-margin defense product mix. |
| Order book | ₹109 Cr PO book plus ₹305 Cr active tender pipeline. |
| Demand visibility | Strong visibility from Indian Navy, Army, and commercial shipbuilding sectors. |
| Management confidence | High, focused on indigenization and record 26.9% EBITDA margins. |
Growth
Revenue grew 55.7% YoY to ₹75.3 Cr; EBITDA margins expanded 786 bps to record 26.9%.
Outlook
Management maintains 30% revenue growth guidance and targets ₹400-450 Cr revenue from existing capacity.
Risks
Spiked receivables at ₹89 Cr and sequential order book dip to ₹109 Cr.
Last quarter's promises, checked
Delivered
- Guided 30%+ YoY growth → delivered 55.7% YoY revenue (= BEAT)
Partly delivered
- Guided margin +5%/yr, then retracted as 'not a reality' → Q4 EBITDA 24.8% to 26.9% (= PARTIAL)
Missed
- Guided ₹220 Cr pipeline realised in FY27 → PO book ₹109 Cr, tender pipeline ₹305 Cr, conversion not evidenced (= MISS)
- Guided JV funding ₹4-5 Cr → ₹5-6 Cr invested in WABO JV (= MISS)
Earnings Call Transcript 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 Investor Presentation: Key Takeaways
Q2FY27 standalone revenue INR 753 Mn (+55.7% YoY), EBITDA INR 203 Mn (26.9% margin), PAT INR 151 Mn (20.1% margin). H1 revenue +14.3%, H1 PAT +71.3%. Strategy: defence indigenisation and marine expansion.
- 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+.