Kirloskar Ferrous Industries Limited (500245) Earnings Call Transcripts

Kirloskar Ferrous Industries Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Kirloskar Ferrous Industries reported a revenue of INR 1,781 crores, reflecting a 3% increase year-over-year, while profit before tax was INR 514.43 crores, slightly down from INR 532 crores in the previous year. The company faced challenges with production, notably a 10% decline in steel output due to a blast furnace stoppage, but management signaled optimism for FY '27 with a target of 15% growth in volumes across segments. Guidance for FY '27 remains robust, with expectations for improved sales realization driven by rising commodity prices and strategic customer acquisitions.

Reported metrics

Guidance from management

Management maintains a target of 15% growth in volumes for FY '27, with expectations of improved sales realizations due to rising commodity prices. They are optimistic about achieving production targets despite recent challenges.

What management said

Yes. Thank you, Gitesh, and good afternoon, everyone. A warm welcome to the fourth quarter and FY '26 earnings call of Kirloskar Ferrous. We have the senior management today represented by Mr. R.V. Gumaste, the Managing Director; and Mr. R.S. Srivatsan, the ED, Finance and the CFO. So I would now hand over the call to Mr. Gumaste for his opening remarks. Over to you, sir.

Let me say that the new customer acquisition who is a diesel engine manufacturer will have facility in India, but the manufacturing would be for India and export also. But for us, it will be Indian supply. Other 2 customers, basically, these engines, not only stationary engine application, they also go for tractors, TREM V next level. I think the customers we have booked the direct export orders also. We are startin...

What analysts pressed on

Analysts expressed concerns regarding the impact of external market conditions on production and pricing, particularly in the pig iron segment. There were questions about the sustainability of sales growth and the timeline for achieving production targets post-merger with Oliver Engineering.

Main topics on the call

• Production Challenges — Total production in Q4 was 158,152 metric tons, down 3% YoY, primarily due to a 10% drop in steel production. Management noted, "the major drop to the extent of 68,000 was because of stoppage of Hiriyur blast furnace for...
• Sales Growth — Sales value for the year reached INR 6,861 crores, up from INR 6,628 crores last year. Management highlighted that despite lower sales realizations, they achieved overall growth of 3%, stating, "if we see it's about 5.1%...
• Casting Division Performance — Casting production increased by 7% YoY, with sales up 9%. Management expressed confidence in future growth, stating, "we expect that we will march forward to go to maybe about 1,90,000" metric tons in FY '27.
• Merger with Oliver Engineering — Management anticipates completing the merger with Oliver Engineering in the coming months, which is expected to enhance production capabilities and sales. They noted, "we look forward to close it in the next couple of mo...

Read the full Kirloskar Ferrous Industries Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 13 Kirloskar Ferrous Industries Limited earnings call transcripts on record, spanning February 8, 2023 to August 6, 2026. Based on this history, Kirloskar Ferrous Industries Limited reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

500245

Exchange

BSE

Country

IN

Sector

Materials

Industry

Metals and Mining

Calls on record

13

First call

February 8, 2023

Most recent

August 6, 2026

Reporting cadence

quarterly