Risks
3 risks
Risk Intelligence
UK service margin pressure from high energy costs
View Risks →
Kirloskar Brothers Limited — Q4 FY26
Kirloskar Brothers reported Q4 FY26 consolidated revenue of ₹1,451.5 crore, up 10% YoY, with EBITDA margin of 14.8%.
neutral
medium
✓ Verified against BSE filing
2-Minute Summary
✦ AI-Generated from Full Transcript
Kirloskar Brothers reported Q4 FY26 consolidated revenue of ₹1,451.5 crore, up 10% YoY, with EBITDA margin of 14.8%. Domestic revenue grew 3% to ₹909.1 crore, while international revenue surged 25% driven by strong order execution in the Netherlands, South Africa, SP UK, and SP USA. PAT stood at ₹112.1 crore. The domestic order book rose 30% to ₹2,468 crore, and international order book grew 21% to ₹1,408.8 crore, reflecting robust demand across building & construction, marine & defense, oil & gas, and power. However, execution was impacted by SAP ERP implementation at the foundry and delays in Jal Jeevan Mission fund releases. Management expects double-digit growth in FY27, contingent on geopolitical stability and operational improvements. Key risk: sustained weakness in UK service margins due to high energy costs and mix shift away from services.
किर्लोस्कर ब्रदर्स ने चौथी तिमाही में ₹1,451.5 करोड़ की कमाई की, जो पिछले साल से 10% ज़्यादा है। कंपनी का मुनाफा (EBITDA) 14.8% रहा। भारत में बिक्री 3% बढ़कर ₹909.1 करोड़ हुई, जबकि विदेशों में 25% की तेज़ बढ़ोतरी हुई, खासकर नीदरलैंड, दक्षिण अफ्रीका, UK और USA में। कुल मुनाफा (PAT) ₹112.1 करोड़ रहा। भारत में ऑर्डर बुक 30% बढ़कर ₹2,468 करोड़ और विदेश में 21% बढ़कर ₹1,408.8 करोड़ हो गया। मांग बिल्डिंग, रक्षा, तेल-गैस और बिजली क्षेत्रों में मज़बूत है। हालांकि, नए सॉफ्टवेयर लागू करने और जल जीवन मिशन के फंड में देरी से काम प्रभावित हुआ। कंपनी को अगले साल 10% से ज़्यादा वृद्धि की उम्मीद है, लेकिन यह भू-राजनीतिक स्थिरता और बेहतर संचालन पर निर्भर करेगी। जोखिम: UK में ऊंची ऊर्जा लागत से सेवाओं का मुनाफा कमज़ोर रह सकता है।
Risks3 trackedTranscriptfull text
Research workspace
Focused Modules
Transcript
Full text
Call Transcript
Full transcript text is available on this route.
Read Transcript →Quarter Snapshot
Domestic Order Book
₹2,468 crore
+30% YoY
Domestic order book grew 30% year-on-year, driven by strong demand in building & construction, marine & defense, and power.
International Order Book
₹1,408.8 crore
+21% YoY
International order book grew 21% year-on-year, supported by healthy pipeline in oil & gas, water, and data centers.
US Data Center Revenue Share
25%
N/A
Data centers now contribute 25% of SP US revenue, up from near zero, driven by containerized pump solutions.
US Distributor Count
46
+283% vs 4 years ago
US distributor network expanded from 12 to 46 over four years, including national distributors Ferguson and Core & Main.
Fast read
Guidance and risk preview
Management aims for double-digit revenue growth in FY27, driven by strong order book and operational improvements, though geopolitical risks remain.
High UK power prices (>₹30/unit) are reducing service work from energy-intensive industries, compressing margins at SP UK.
View Risks →