Krishna Defence & Allied Industries Ltd
Krishna Defence & Allied Industries Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #7 of 20 in Aerospace & Defense
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What the Q4 FY26 call signalled
4 of 5 strong
The short version
Krishna Defence & Allied Industries targets a 30% CAGR revenue growth over the next 3-5 years. The company targets a 30% CAGR growth in revenue over the next 3-5 years, driven primarily by the defence segment and ongoing naval projects (Page 29).
From Krishna Defence & Allied Industries Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Krishna Defence & Allied Industries targets a 30% CAGR revenue growth over the next 3-5 years.
- Growth is expected primarily from the defence segment, particularly naval projects and the existing product mix.
- Product mix will remain similar, with about 60% revenue from Bulb bars, 15-20% from armoured steel profiles, and 15-20% from weld consumables.
- New products like smart ammunition and autonomous underwater vehicles (AUV) are under development.
- Order pipelines for naval projects (next-gen corvettes, LPDs, MCM vessels) are strong and expected to materialize, supporting growth targets.
2 more points from Krishna Defence & Allied Industries Ltd's call on revenue
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Profitability & Margins
See what Krishna Defence & Allied Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company made major CapEx investments in the Chennai plant and land acquired in Halol.
- A joining shed of about 50,000 square feet was purchased for capacity expansion.
- Manufacturing at the joint venture (JV) with VABO has started with trial production; further traction is expected this financial year.
- The JV with VABO requires additional funding of about INR 4-5 crores from Krishna Defence, funded internally without debt.
- No further stake increase is planned in the JV beyond 51%.
- The CapEx related to the JV will be recorded on the JV’s books, not standalone.
2 more points from Krishna Defence & Allied Industries Ltd's call on capex
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Top-ranked in Aerospace & Defense
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 Krishna Defence & Allied Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Closing order book as of March 31, 2026: INR 100-103 crores (pending/unexecuted orders).
- Order pipeline as of the same date: INR 200-220 crores, with expectations that much of this will materialize in the first half of FY27.
- Total active order book including pipeline around INR 300-320 crores as of March 2026.
- FY26 executed orders approximately INR 244 crores; starting order book INR 190 crores.
- Management aims for 30%+ year-on-year growth for the next three years.
2 more points from Krishna Defence & Allied Industries Ltd's call on order book
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Krishna Defence & Allied Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹75 Cr, net profit ₹15 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Krishna Defence & Allied Industries Ltd's management said in earlier quarters
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Potential multibaggers · Q2 FY27
Potential multibaggers in Aerospace & Defense
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 Krishna Defence & Allied Industries Ltd Q4 FY26 results?
Krishna Defence & Allied Industries targets a 30% CAGR revenue growth over the next 3-5 years. The company targets a 30% CAGR growth in revenue over the next 3-5 years, driven primarily by the defence segment and ongoing naval projects (Page 29).
What is Krishna Defence & Allied Industries Ltd share price analysis?
Krishna Defence & Allied Industries Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 39.3 with a market cap of ₹1,611 Cr. Investors should review the full earnings analysis for detailed insights.
Is Krishna Defence & Allied Industries Ltd planning capital expenditure?
The company made major CapEx investments in the Chennai plant and land acquired in Halol.
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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.