Kirloskar Brothers Ltd (BOM:500241) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and ...

GuruFocus News

Fri, May 16, 2025, 6:00 AM 3 min read

• Consolidated Revenue: INR 4,492 crore, representing a 12% year-on-year growth.

• Standalone Revenue: INR 2,901 crore, with a 7% year-on-year growth.

• Operating Margin: 15.2% for the fiscal year.

• Profit After Tax (Q4): INR 138 crore.

• Profit After Tax (Full Year): INR 19 crore.

• Subsidiaries Growth: 48% maturation driven by caller orders and projects.

• International Business Growth: 21% maturation successful fiscal twelvemonth 2025.

• Final Dividend: INR 7 per equity share, 350% of look value.

• Warning! GuruFocus has detected 4 Warning Signs with NVDA.

Release Date: May 15, 2025

For the implicit transcript of the net call, delight notation to the afloat net telephone transcript.

• Kirloskar Brothers Ltd (BOM:500241) reported a 12% year-on-year maturation successful consolidated revenues for the fiscal twelvemonth 2025, reaching INR 4,492 crore.

• The institution achieved a important betterment successful operating show with a borderline of 15.2%, reflecting palmy efforts successful operational ratio and outgo optimization.

• Subsidiaries of Kirloskar Brothers Ltd registered a robust maturation of 48% successful fiscal twelvemonth 2025, driven by caller orders from ample lawsuit projects and accrued exports.

• The planetary concern conception saw a 21% growth, supported by beardown show successful the UK, Dutch entities, and different planetary markets.

• The institution has a beardown bid publication and strategical absorption connected concern opportunities, positioning it good for continued success, with a standalone pending bid publication of INR 1,800 crore arsenic of March 2025.

• There were liquidity issues with immoderate customers, starring to delayed payments and impacting the company's currency flow.

• The institution faced challenges with escaped contented worldly not arriving connected time, affecting the transportation of ample pumps and impacting margins.

• The US tariff script presents uncertainty, with imaginable antagonistic impacts connected costs and lawsuit pricing.

• The home work marketplace is inactive evolving, with constricted traction for semipermanent model contracts compared to planetary markets.

• The Southeast Asia marketplace remains highly competitive, with volatility successful gross owed to ample project-based orders.

Q: What efforts are being made to summation marketplace stock successful the planetary concern market, and is it imaginable to treble marketplace stock successful the adjacent 3 to 5 years? A: Sanjay Kirloskar, Chairman and Managing Director, explained that Kirloskar Brothers Ltd has introduced galore caller products successful hydraulics, electronics, and IOT. The institution is focusing connected model contracts and work contracts, leveraging AI for marketplace opportunities, and enhancing income channels globally. The institution is optimistic astir aboriginal opportunities successful sectors similar powerfulness and urbanization successful India.