Kirl.Pneumatic
Kirl.Pneumatic Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company expects to achieve more than 15% growth in sales for the full fiscal year 2026. The company expects strong numbers in H2 FY '26, aiming for ~30-33% revenue growth to over INR1,200 crores compared to INR900 crores last year. - Clear target for Q3 is to achieve about half of the H2 revenue expectation, driven by packages and large orders under execution. - Full-year growth for FY '26 is projected to be above 15% in topline with profits expected to grow by 25-30%. - Operating margin guidance remains confident in the range of 18%-20% from core business, despite headwinds in H1. - EPS for H1 FY '26 was INR10.98 compared to INR14.50 per share in FY '25, with expectations of growth in the latter half. - The company foresees better performance starting January 2026 as uncertainties are largely digested.
From Kirl.Pneumatic's Q2 FY26 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- The company expects to achieve more than 15% growth in sales for the full fiscal year 2026.
- For H2 FY ’26, they target revenue exceeding INR 1,200 crores, about 30-33% higher than last year’s H2.
- Q3 revenue target is about half of the INR 1,200 crores guidance, supported by packages and large orders under execution.
- Strong order visibility expected with at least INR 600 crores of new orders anticipated in the current quarter.
- New product segments like the Tezcatlipoca and Khione packages are scaling up, with Tezcatlipoca becoming an industry standard.
- Growth in hydrogen segment orders (quotations over INR 1,000 crores) is expected to contribute over time as the value chain develops.
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Profitability & Margins
See what Kirl.Pneumatic said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company typically spends INR 70-100 crores annually on capex, focused on capacity increase and capability building.
- Recent capex has focused on developing in-house manufacturing capabilities to ensure competitive cost positioning and integrate the value chain.
- A significant upcoming capex is contingent on the Production-Linked Incentive (PLI) scheme application to set up large-scale manufacturing capacity for the Zephyros C commercial air conditioning system.
- Approval of the PLI program would lead to a substantially larger capex than usual.
- The Zephyros C project targets commissioning within 18 months post-approval and aims to address the INR 5,000 crore commercial AC market with an indigenous product.
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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
See what Kirl.Pneumatic said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book as of April 1, 2025, is INR 1,624 crores, consistent with the figure reported in the presentation.
- There are a couple of large orders finalized, approximately half of the annual target (around INR 600 crores), but not yet received physically.
- Management expects to receive at least INR 600 crores plus orders in the current quarter (Q3), providing good visibility for the year's numbers.
- Routine orders such as test and service are ongoing and provide continuous order flow.
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Kirl.Pneumatic — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹706 Cr, net profit ₹144 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Kirloskar Pneumatic Company Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Kirl.Pneumatic Q2 FY26 results?
The company expects to achieve more than 15% growth in sales for the full fiscal year 2026. The company expects strong numbers in H2 FY '26, aiming for ~30-33% revenue growth to over INR1,200 crores compared to INR900 crores last year. - Clear target for Q3 is to achieve about half of the H2 revenue expectation, driven by packages and large orders under execution. - Full-year growth for FY '26 is projected to be above 15% in topline with profits expected to grow by 25-30%. - Operating margin guidance remains confident in the range of 18%-20% from core business, despite headwinds in H1. - EPS for H1 FY '26 was INR10.98 compared to INR14.50 per share in FY '25, with expectations of growth in the latter half. - The company foresees better performance starting January 2026 as uncertainties are largely digested.
What is Kirl.Pneumatic share price analysis?
Kirl.Pneumatic currently shows a neutral. The stock trades at a P/E of 35.6 with a market cap of ₹9,729 Cr. Investors should review the full earnings analysis for detailed insights.
Is Kirl.Pneumatic planning capital expenditure?
The company typically spends INR 70-100 crores annually on capex, focused on capacity increase and capability building.
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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.