Kalyani Forge
Kalyani Forge Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #69 of 100 in Industrial Products
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What the Q4 FY26 call signalled
3 of 5 strong
The short version
The company is focused on strategic new order wins, particularly in high-volume and EV products, such as axle components for passenger vehicles. - They aim to grow core OEM business revenues, which have shown an upward trend, reaching Rs. EBITDA margin baseline established at 15%, targeting an increase to 20% within a year (by end FY27 or early next fiscal year).
From Kalyani Forge's Q4 FY26 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- The company is focused on strategic new order wins, particularly in high-volume and EV products, such as axle components for passenger vehicles.
- They aim to grow core OEM business revenues, which have shown an upward trend, reaching Rs. 37.3 crores in FY26.
- Capex in FY27 is geared towards future growth, with 60% allocated to new business areas like driveline and axle segments.
- The product portfolio is future-proof with driveline and axle segments fuel-agnostic, applicable to any drivetrain, including EVs.
- The company expects steady top-line growth by targeting select customers and products with large market sizes.
- Operational improvements and capacity expansions, especially in forging modernization and plant engineering, support volume growth.
2 more points from Kalyani Forge's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- FY26 Capex: Rs. 23.44 crores excluding reclassification of Dyson tooling.
- FY27 Capex Plan: Rs. 30 crores budgeted.
- Capex Allocation (FY27):
- 60% allocated to future growth areas (driveline, axle, ramp-up, and new business).
- Rs. 10 crores for existing business.
- Rs. 10 crores for ramp-up business.
- Rs. 10 crores for new business.
- Rs. 5 crores for future business.
- Capex focused on upgrading asset base for predictable growth, increasing OEE, and removing bottlenecks.
- Emphasis on capital-efficient and customer-aligned Capex planning.
2 more points from Kalyani Forge's call on capex
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Top-ranked in Industrial Products
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
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Order Book & Pipeline
- The new business order book figure remains the same as in Q3, as some orders have moved into production, maintaining a balanced figure. (Page 13)
- These orders are long-term programs, typically spanning 5 to 10 years, with some extending beyond 10 or even 20 years if the OEM design remains unchanged. (Page 14)
- New order wins include strategic orders in high-volume and EV axle products for passenger vehicles, including from key customers like SKF and Schaeffler. (Pages 11, 12)
2 more points from Kalyani Forge's call on order book
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Kalyani Forge — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹57 Cr, net profit ₹6 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Kalyani Forge Ltd's management said in earlier quarters
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For H2 FY26, revenue from operations was ₹103 Cr; for H1 FY26, ₹118.8 Cr, totaling ₹221.8 Cr for FY26. Key investor presentation takeaways from Aeron Composites
Potential multibaggers · Q2 FY27
Potential multibaggers in Industrial Products
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Kalyani Forge Q4 FY26 results?
The company is focused on strategic new order wins, particularly in high-volume and EV products, such as axle components for passenger vehicles. - They aim to grow core OEM business revenues, which have shown an upward trend, reaching Rs. EBITDA margin baseline established at 15%, targeting an increase to 20% within a year (by end FY27 or early next fiscal year).
What is Kalyani Forge share price analysis?
Kalyani Forge currently shows a below-average growth signal. The stock trades at a P/E of 20.3 with a market cap of ₹252 Cr. Investors should review the full earnings analysis for detailed insights.
Is Kalyani Forge planning capital expenditure?
FY26 Capex: Rs.
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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.