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Balu Forge Industries Ltd

Q4 FY26Industrial Products

Balu Forge Industries Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹507
Market cap₹6.3K Cr
P/E23.7
Updated25 Sept 2026
Read4 min read

Based on Balu Forge Industries Ltd's Q4 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.

The short version

Q4 FY26 Revenue from Operations: Rs. Q4 FY26 EBITDA: Rs.

From Balu Forge Industries Ltd's Q4 FY26 earnings-call transcript · updated 25 Sept 2026.

Revenue & Sales Performance

  • Q4 FY26 Revenue from Operations: Rs. 2,636 Mn
  • Q4 FY25 Revenue from Operations: Rs. 2,696 Mn
  • Year-on-year (YoY) change: -2.3%
  • Revenue in Q3 FY26: Rs. 3,111 Mn (quarter-on-quarter decline of 15.3%)
  • FY26 Revenue from Operations: Rs. 11,074 Mn, YoY growth of 19.9% from FY25 (Rs. 9,236 Mn)
  • No explicit volume figures are reported in the presentation.

2 more points management made on revenue & sales performance

Profitability & Margins

See what Balu Forge Industries Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Commissioned a large-caliber ammunition shell line at Belgaum facility with 360,000 shells per annum capacity (Page 8).
  • Added 25T hydraulic hammer, the world’s largest closed die forging hammer, currently under commissioning (Page 13).
  • Multi-year investments underway to scale defence manufacturing including 25T hammer, 8,000T press, and multi-axis machining lines (Page 11).
  • Forging capacity currently 100,000 MTPA, planned expansion to 150,000 MTPA in phases (Page 13).
  • Machining capacity at 45,000 MTPA, planned enhancement to 80,000 MTPA progressively (Page 13).
  • Commercialized advanced 7-Axis and 11-Axis CNC machining lines at Belgaum for precision components (Pages 8, 11).

2 more points management made on capital expenditure plans

Top-ranked in Industrial Products

Ranked on what management guided this quarter

5x potential
Rev 1Mar 1
2Shera Energy
Rev 1Mar 1
3
Rev 1Mar 1
4
Rev 1Mar 2
5
Rev 1Mar 2
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Balu Forge Industries Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The investor presentation reports the following regarding order book and related metrics: - Defence, Aerospace, and Railways account for approximately 50% of the order book, indicating a strong presence in high-value engineering segments. - The order book also shows balanced contributions from Commercial Vehicles, Agriculture, Oil & Gas, Power Generation, and Heavy Engineering sectors. - The sector mix of orders supports the company’s transition towards a higher value product mix and aligns with its long-term growth strategy.

2 more points management made on order book & pipeline

Balu Forge Industries Ltd — Quarterly revenue & net profit

Revenue Net profit
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹311 Cr, net profit ₹71 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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Frequently Asked Questions

What were Balu Forge Industries Ltd Q4 FY26 results?

Q4 FY26 Revenue from Operations: Rs. Q4 FY26 EBITDA: Rs.

What is Balu Forge Industries Ltd share price analysis?

Balu Forge Industries Ltd currently shows a neutral. The stock trades at a P/E of 23.6 with a market cap of ₹6,338 Cr. Investors should review the full earnings analysis for detailed insights.

Is Balu Forge Industries Ltd planning capital expenditure?

Commissioned a large-caliber ammunition shell line at Belgaum facility with 360,000 shells per annum capacity (Page 8).

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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.