Kirloskar Pneumatic Company Limited (505283) Earnings Call Transcripts

Kirloskar Pneumatic Company Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Kirloskar Pneumatic Company Limited reported a significant increase in revenue and profitability, with total income reaching INR 712 crores, up from INR 588 crores in the previous year, marking a 21% growth. The company achieved a profit before tax (PBT) of INR 356 crores, representing a notable increase from INR 284 crores in FY '25. Management has set a growth target of over 20% for FY '27, supported by a robust order book of INR 1,863 crores, which includes a focus on new product launches and a shift towards shorter execution cycles. The EBITDA margin for the year was reported at 21.7%, although management cautioned that a more sustainable margin range would be 18% to 20%.

Reported metrics

Guidance from management

Management has set a growth target of over 20% for FY '27, supported by a strong order book and new product launches. They expect EBITDA margins to stabilize between 18% and 20%.

What management said

Thank you, Dhirendra. Thank you all for joining the call today. I have with me Mr. Ramesh Birajdar, the Chief Financial Officer of the company; and Mr. Jitendra Shah, the company separately. Before proceeding with the business updates, I kindly asked Mr. Jitendra Shah, our Company Secretary to read out the disclaimer statement.

This INR 1,863 crores order book as on 1st April is inclusive decision component business. And out of this, roughly INR 500 crores is executive beyond FY '27 and [indiscernible] executable in this year and continuously focusing on the Equipment business, where it is a touch-and-go, where roughly the INR 600 crores to INR 700 crores business, we get it during the year, we exited and we'll discuss for the sales.

What analysts pressed on

Analysts expressed concerns regarding the geopolitical risks affecting order finalization, particularly in the Middle East. There were also questions about the sustainability of growth in the Precision Engineering division and the impact of new product launches on overall revenue.

Main topics on the call

• Record Order Book — Kirloskar Pneumatic achieved its highest order booking of over INR 2,000 crores in FY '26, indicating strong demand across various sectors. Management stated, "We are confident in achieving our growth objective of 20% pl...
• Strong Revenue Growth — Total income for Q4 FY '26 was INR 712 crores, a 21% increase year-over-year. This growth was driven by improved product mix and execution of large orders, as noted by CFO Ramesh Birajdar.
• New Product Launches — The company launched several new products, including the Zephyros air conditioning package, which is expected to be commercialized in Q1 FY '27. Management emphasized the importance of these innovations for future growth...
• Margin Guidance — Management indicated that while Q4 margins were elevated, they expect a more sustainable EBITDA margin of 18% to 20%. Aman Kirloskar stated, "We always strive for higher margins, but we must also consider the impact on g...

Read the full Kirloskar Pneumatic Company Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 9 Kirloskar Pneumatic Company Limited earnings call transcripts on record, spanning January 24, 2024 to July 22, 2026. Based on this history, Kirloskar Pneumatic Company Limited reports quarterly. The most recent call on file is dated July 22, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

505283

Exchange

BSE

Country

IN

Sector

Industrials

Industry

Machinery

Calls on record

9

First call

January 24, 2024

Most recent

July 22, 2026

Reporting cadence

quarterly