Kalyani Cast-Tech Ltd Q2 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 3 Aug 2026 | Industrial Manufacturing | Market Cap: ₹535 Cr
The company aims for aggressive growth, targeting INR 4000 crores revenue in the next 7-8 years. Revenue target of INR 4000 crores in next 7-8 years (Page 15).
From Kalyani Cast-Tech Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹889
Market Cap
₹535 Cr
P/E Ratio
29.9
Revenue Rank
Margin Rank
How does Kalyani Cast-Tech Ltd rank in Industrial Manufacturing?
Compare Kalyani Cast-Tech Ltd against every Industrial Manufacturing company this quarter on revenue, margins and earnings-call signals.
📊 Revenue & Sales Performance
Rank 2- →The company aims for aggressive growth, targeting INR 4000 crores revenue in the next 7-8 years.
- →Capacity expansions include a wagon manufacturing unit with an annual capacity of 7,500 to 7,800 units, with the first phase for 2,500 units under construction.
- →Container capacity is expected to increase by the end of FY 2025-26.
- →Wagon manufacturing plant commercial operations are targeted for the second half of FY 2026-27.
- →The order book stands at INR 140 crores, with ongoing negotiations for additional orders expected to help meet targets.
- →New product developments include specialized containers and wagons with exclusive designs, expanding the market reach.
- →Backward and forward integration, including a steel foundry for wagon components, aims to reduce unit logistics costs and boost growth.
- →Export market opportunities are also being explored to capture additional revenue streams.
📈 Profitability & Margins
Rank 3🏗️ Capital Expenditure Plans
Yes- →Setting up a wagon manufacturing unit with an annual capacity of 7,500 to 7,800 units; first phase capacity of 2,500 units is under construction.
- →Plans to add additional capacity for container manufacturing.
- →Establishing a steel foundry on the same premises for wagon components like bogie, coupler, wheel set, enabling backward integration.
- →Development of Gati Shakti Terminal with railway line infrastructure; expected commissioning by March 31, 2026.
- →Investment of approximately INR 170 to 200 crores planned for wagon manufacturing unit, funded via a mix of debt and internal accruals.
- →Discussions on various JVs are ongoing but details to be disclosed at the right time; no finalized JV announcements yet.
- →Overall vision involves major backward and forward integration to reduce logistic costs and expand product offerings (special containers, wagons, and associated components).
💰 Fundraising & Capital Structure
Yes- →The company plans to invest INR 170 to 200 crores for the wagon manufacturing facility.
- →This investment will be funded through a mix of debt and internal accruals.
- →There is no explicit mention of equity dilution or new equity fundraising in the current call.
- →Regarding equity dilution in the past year, the promoter holding has come down by 10%, but this is attributed to existing growth and participation of big investors, not a new fundraising plan.
- →The company is in discussions for various JVs and fund-raising plans but will disclose details at the appropriate time.
- →No specific timeline or amount for new debt or equity fundraising was given during the call.
📋 Order Book & Pipeline
Yes- →As of November 15, 2025, Kalyani Cast-Tech Limited's urgent order book stands at INR 140 crores.
- →Out of this, INR 92.6 crores has been executed up to September 30, 2025.
- →The balance and additional orders will be executed in the second half of the fiscal year.
- →The company is actively negotiating for further orders to reach its targeted revenue for the fiscal year.
- →Current existing orders pending execution approximate INR 48 crores (140 - 92.6).
- →For the container segment, the order book details were indicated earlier but specific figures were not repeated in this call.
- →No explicit fixed timeline for container order booking was provided; marketing will begin once the facilities are ready.
- →Wagon manufacturing orders expected to contribute to revenues from the second half of FY 2026-27 onward.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were Kalyani Cast-Tech Ltd Q2 FY26 results?
The company aims for aggressive growth, targeting INR 4000 crores revenue in the next 7-8 years. Revenue target of INR 4000 crores in next 7-8 years (Page 15).
What is Kalyani Cast-Tech Ltd share price analysis?
Kalyani Cast-Tech Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 29.9 with a market cap of ₹535 Cr. Investors should review the full earnings analysis for detailed insights.
Is Kalyani Cast-Tech Ltd planning capital expenditure?
Setting up a wagon manufacturing unit with an annual capacity of 7,500 to 7,800 units; first phase capacity of 2,500 units is under construction.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.