Balkrishna Industries Ltd
Balkrishna Industries Q2 Results 2026 (FY27): Revenue & Margins
Q2 FY27 earnings call: what management said on revenue, margins and capex.
Balkrishna Industries Ltd Q2 FY27 key numbers
- Revenue
- The 8 lakh (800,000) tire supply to Pirelli forms part of the ongoing expansion program, utilizing increased capacity modularly.
As stated in Balkrishna Industries Ltd's Q2 FY27 earnings call transcript · published 27 Oct 2026. Reported figures, not investment advice.
The short version
The ramp-up to supply 800,000 Pirelli-branded tires per year is expected by 2030, starting from 2027 with gradual scale-up. The partnership with Pirelli is expected to accelerate BKT's go-to-market strategy and validate the Vision 2030 plan, boosting confidence in achieving set goals (Page 14).
From Balkrishna Industries Ltd's Q2 FY27 earnings-call transcript · updated 27 Oct 2026.
Revenue & Sales Performance
- The ramp-up to supply 800,000 Pirelli-branded tires per year is expected by 2030, starting from 2027 with gradual scale-up.
- The 8 lakh (800,000) tire supply to Pirelli forms part of the ongoing expansion program, utilizing increased capacity modularly.
- Focus on premium car tire segment growth in India, a market growing annually at 6%-7%, with premium segment growing faster.
- Majority of capacity will remain for BKT branded products; Pirelli supplies address a smaller premium segment (~10% of the market).
- BKT expects the partnership to accelerate its go-to-market strategy and increase market outreach.
2 more points from Balkrishna Industries Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
- The partnership with Pirelli is expected to accelerate BKT's go-to-market strategy and validate the Vision 2030 plan, boosting confidence in achieving set goals (Page 14).
- Ramp-up of Pirelli-branded tire production to 800,000 units per year by 2030 will contribute to revenue growth (Page 8).
- The new capacity expansion program supporting the offtake agreement will aid volume increases without requiring additional investment for the contract manufacturing part (Page 4).
2 more points from Balkrishna Industries Ltd's call on margins
Create a free account to keep reading this call
Capital Expenditure Plans
- It is part of BKT's existing expansion program initiated last year.
- The current Phase 1 PCR plant at Bhuj has a capacity of 6,700 tires per day, with infrastructure allowing modular capacity expansion as demand grows.
- Any new capex related to the potential 50-50 joint venture (JV) with Pirelli—planned to start by 2030 under preset conditions—will be decided later.
- The existing plant machinery and systems are modern and capable of producing Pirelli-spec tires without immediate further investment.
2 more points from Balkrishna Industries Ltd's call on capex
Create a free account to keep reading this call
Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Balkrishna Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
See what Balkrishna Industries Ltd said on order book & pipeline — free account, 30 seconds.
What the Q2 FY27 call signalled
2 of 2 strong
Balkrishna Industries Ltd — Quarterly revenue & net profit
Q2 FY27 figures are not in this chart yet. Latest shown: Jun 2026 (Q1 FY27). The Q2 FY27 numbers from the filing are in the analysis on this page.
Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹3.5K Cr, net profit ₹451 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Balkrishna Industries Ltd's management said in earlier quarters
Others in Auto Components this season
- Craftsman Automation Ltd (Q2 FY27)
Q2 2026: ₹294,520 lakhs . Key results statement takeaways from Craftsman Automation Ltd's Q2 FY27 results statement — and how it ranks against sector peers.
- Endurance Technologies Ltd (Q2 FY27)
CAGR FY19-26 for total revenue is 10.0% and for PAT margin around 6-7% (Pages 18-19). Key investor presentation takeaways from Endurance Technologies Ltd's Q2 F
- Bharat Seats Ltd (Q2 FY27)
5.30 crore (up 53.5% year-on-year) . Key results statement takeaways from Bharat Seats Ltd's Q2 FY27 results statement — and how it ranks against sector peers.
- Sterling Tools Ltd (Q2 FY27)
Q2FY27 Revenue (Standalone):** ₹228.0 crore, up 32.4% YoY from ₹172.2 crore in Q2FY26 (Page 24). Key investor presentation takeaways from Sterling Tools Ltd's Q
Potential multibaggers · Q2 FY27
Potential multibaggers in Auto Components
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
Balkrishna Industries Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Balkrishna Industries Ltd Q2 FY27 results?
The ramp-up to supply 800,000 Pirelli-branded tires per year is expected by 2030, starting from 2027 with gradual scale-up. The partnership with Pirelli is expected to accelerate BKT's go-to-market strategy and validate the Vision 2030 plan, boosting confidence in achieving set goals (Page 14).
What is Balkrishna Industries Ltd share price analysis?
Balkrishna Industries Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 29.0 with a market cap of ₹40,770 Cr. Investors should review the full earnings analysis for detailed insights.
Is Balkrishna Industries Ltd planning capital expenditure?
It is part of BKT's existing expansion program initiated last year.
Keep Balkrishna Industries Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.