BALKRISHNA / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Balkrishna Industries · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

12

Answered directly

79%

Numeric claims

1

Consistency

contradicted

Question ledger

What was answered, and how?

Rakunandhan · Noama Research

partial

US volume contribution in FY26 and FY27 target

that is our ambition and that is what we are targeting for the year and how much was it in FI26 broad approximately if you can indicate it was just it was just short of 10% but close to that number

Rakunandhan · Noama Research

direct

Raw material impact in Q4 and price hikes taken

So price hike we have taken between 3 to 5% already across various geographies... raw material prices has gone up by approximately 4 5% for the last quarter... this quarter it should approximately it may go up around 7 to 8%

Rakunandhan · Noama Research

direct

Freight cost as percentage of revenue in Q4 and outlook

It was about 4 and a half to 5% and we expect it to go up marginally the way things are subject to no further disruption

Siddharta · Noama

declined

Volume guidance for FY27 and CV radial tires outlook

We stopped giving guidance due to the geopolitical scenarios and uncertainties But we are of course expecting growth but we don't give guidance on that

Siddharta · Noama

direct

Total capex for FY27

about between 1500 to 1,800 crores

Promote · Incorrect Capital

direct

Purpose of incremental 2,000 crore capex

the board has approved additional capex of rups 2,000 kores which will create capacity extension and infrastructure development across Ross both OD and on-highway tire categories...

Arjun Ka · Kotak Mutual Fund

partial

Refund of reciprocal tariffs in US and quantum

So in US we are importer on record. So whatever process is required we have already filed but as of now we have not received anything

Arjun Ka · Kotak Mutual Fund

direct

Two-wheeler tire capacity and scale-up

Presently we are having a capacity about 100,000 tires a month and again it'll go up as per the market response

Sagar Parik · Renaissance Investments Managers

direct

On-highway tire strategy, revenue target, and margin sustainability

So our stated vision is 5,000 cr revenue by 2030. we are holding on to that position... we are as a company looking to keep a sustained EBITDA levels which we will continue to do for 23 20 to 25%

Joseph George · IIFL Capital

direct

Capex breakdown: spent vs remaining, maintenance vs project

yes this is including what we have already spent... Around 3,000 crores... This is only project and maintenance is about 200 odd every year which will be extra

Yash Agarwal · Narval Bank Securities

direct

Carbon black business split and revenue/margin

30% we are consuming locally from the current capacity and 70% is sold in the market and margins are as per industry average

Ragun · Noama Research

partial

Euro/INR realization for Q4 and hedge rate for FY27

99 rupees for this quarter... It will be higher than this but it is not fully here. So we are unable to but we should get a better realization compared to 99