Kirloskar Ferrous Industries Ltd
Kirloskar Ferrous Industries Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Targeting 15% volume growth in casting for FY27, aiming for ~1,85,000 to 1,90,000 metric tons including Oliver Engineering volumes. Kirloskar Ferrous aims for 15% volume growth in castings for FY27, targeting external sales of around 1,85,000 to 1,90,000 metric tons including Oliver Engineering.
From Kirloskar Ferrous Industries Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting 15% volume growth in casting for FY27, aiming for ~1,85,000 to 1,90,000 metric tons including Oliver Engineering volumes.
- Oliver Engineering expected to increase production from ~13,500 tons to 24,000 tons in FY27.
- Solapur casting production targeted to rise from ~4,200 tons/month to ~5,000 tons/month (approx. 60,000 tons annually).
- Seamless tube volume to grow by 10-11%, from 1,68,800 tons to about 1,88,700 tons in FY27.
- Pig iron volumes primarily for external sales, with overall pig iron and steel prices expected to rise, aiding sales realization.
- Plans to expand seamless tube capacity to 4 lakh tons/year by adding ~1,50,000 tons capacity.
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Profitability & Margins
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Capital Expenditure Plans
- Planned capex of about INR 600-700 crores per year across pig iron, foundry, steel, and tube segments.
- Investment of INR 125-150 crores to upgrade Hiriyur blast furnace for capacity increase (up to 250,000-300,000 tons p.a.) and cost reduction; payback under 2 years.
- Expansion of tube capacity at Baramati plant to 4 lakh metric tons per annum by adding 150,000 tons to existing 230,000 tons; expected investment around INR 500 crores over 1.5 years.
- Commissioning of 25 MW wind and 35 MW solar power projects by August-September to enhance green energy utilization.
- Battery storage systems planned to improve renewable energy utilization under new regulations.
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Top-ranked in Ferrous Metals
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
- R.V. Gumaste mentioned there are pending orders from the last tenders for the seamless tubes business, with expectations for new tenders this year to pick up more orders.
- Export orders are growing, especially in the oil and gas segment, and infrastructure reconstruction is driving demand.
- For pig iron, there is typically a 15-day order book, with monthly orders often booked in advance by regular customers.
- The company is expecting to achieve a seamless tubes volume growth of about 10%-11% in FY27.
- Casting orders target approximately 1,85,000 to 1,90,000 metric tons of production/sales in FY27, including at least 5,000 tons from Solapur and 25,000 from Oliver.
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Kirloskar Ferrous Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.8K Cr, net profit ₹130 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Kirloskar Ferrous Industries Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Kirloskar Ferrous Industries Ltd Q4 FY26 results?
Targeting 15% volume growth in casting for FY27, aiming for ~1,85,000 to 1,90,000 metric tons including Oliver Engineering volumes. Kirloskar Ferrous aims for 15% volume growth in castings for FY27, targeting external sales of around 1,85,000 to 1,90,000 metric tons including Oliver Engineering.
What is Kirloskar Ferrous Industries Ltd share price analysis?
Kirloskar Ferrous Industries Ltd currently shows a neutral. The stock trades at a P/E of 18.2 with a market cap of ₹7,134 Cr. Investors should review the full earnings analysis for detailed insights.
Is Kirloskar Ferrous Industries Ltd planning capital expenditure?
Planned capex of about INR 600-700 crores per year across pig iron, foundry, steel, and tube segments.
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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.