BSECompany Update5d ago · 10 Aug 2026, 12:56 pm

Please find enclosed intimation under Regulation 30 of the SEBI Listing Regulations, 2015 pertaining to transcript of Analyst Meet.

Kirloskar Brothers Ltd-$ · 500241

✦ AI Summary▲ PositiveResults

Kirloskar Brothers Ltd. has announced its unaudited financial results for Q1 FY '27, with a 13% year-on-year growth in consolidated revenue to Rs.11,049 million. The company's consolidated EBITDA for the quarter stood at Rs.1,306 million, with a 2% year-on-year growth and an EBITDA margin of 11.8%. The company also recorded a 4% year-on-year growth in consolidated order intake to Rs.13,954 million.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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Kirloskar Brothers Ltd-$ - 500241 - Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome

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KIRLOSKAR BROTHERS LIMITED A Kirloskar Group Company SEC/ F:26 August 10, 2026 BSE Limited National Stock Exchange of India Ltd. Corporate Relationship Department, 5th Floor, Exchange Plaza, 2nd Floor, New Trading Ring, Bandra (East), Phiroze Jeejeebhoy Towers, Mumbai - 400 051. Dalal Street, Mumbai – 400 001. (BSE Scrip Code – 500241) (NSE Symbol - KIRLOSBROS) Dear Sir/Madam, Sub: Transcript of Conference Call with Analysts / Investors on Unaudited Financial Results for the Quarter ended on June 30, 2026 Ref: Regulation 30 & 46 read with Clause 15 of Para A of Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 This is in continuation of our letter dated July 27, 2026 giving intimation of the subject mentioned conference call and subsequently furnishing the web link for accessing the Audio recording of the said conference call vide our letter dated August 03, 2026. In terms of the subject referred Regulations, please find attached the transcript of the Conference Call held on August 03, 2026 with Analysts / Investors on Unaudited Financial Results of the Company for the quarter ended on June 30, 2026. Please note that the said transcript has also been uploaded on the website of the Company (https://www.kirloskarpumps.com) which can be accessed at the following link: Link: https://www.kirloskarpumps.com/investors/financial-information/analyst_meeting_transcript/ You are requested to take the same on your records. Thanking you, Yours faithfully, For KIRLOSKAR BROTHERS LIMITED Devang Trivedi Company Secretary Encl.: As above. Registered Office & Global Headquarters: “Yamuna”, Survey No. 98/(3 to 7), Plot No. 3, Baner, Pune - 411 045, Maharashtra, India. Tel: +91 20 2721 4444, 6721 4444 | Fax: +91 20 6721 1060 | Email: marketing@kbl.co.in | Website: www.kirloskarpumps.com CIN No.: L29113PN1920PLC000670 “Kirloskar Brothers Limited Q1 FY '27 Earnings Conference Call” August 03, 2026 Disclaimer: E&OE - This transcript is edited for factual errors. In case of discrepancy, t he audio recording uploaded on the stock exchange on 03rd August 2026 will prevail. MANAGEMENT: MR. SANJAY KIRLOSKAR – CHAIRMAN AND MANAGING DIRECTOR – KIRLOSKAR BROTHERS LIMITED MR. ALOK KIRLOSKAR – MANAGING DIRECTOR – KIRLOSKAR BROTHERS INTERNATIONAL B.V. MS. RAMA KIRLOSKAR – JOINT MANAGING DIRECTOR – KIRLOSKAR BROTHERS LIMITED AND MANAGING DIRECTOR – KIRLOSKAR EBARA PUMPS LIMITED MR. BHAVESH CHHEDA – CHIEF FINANCIAL OFFICER – KIRLOSKAR BROTHERS LIMITED MR. DEVANG TRIVEDI – COMPANY SECRETARY – KIRLOSKAR BROTHERS LIMITED Page 1 of 15 Kirloskar Brothers Limited August 03, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Q1 FY '27 Kirloskar Brothers Limited Conference Call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. This conference call may contain forwarding statements about the company, which are based on beliefs, opinions and expectations of the company as on the date of this call. These statements are not the guarantees of the future performance of the company as on the date of this call. These statements are not the grantees of future performance and it involves risks and uncertainties that are difficult to predict. I now hand conference over to Mr. Sanjay Kirloskar, Chairman & Managing Director from Kirloskar Brothers Limited. Thank you, and over to you, sir. Sanjay Kirloskar: Thank you. Good afternoon, everyone. On behalf of Kirloskar others Limited, I extend a very warm welcome to all who have joined us on our call today. I hope everyone had an opportunity to go through the financial results and the investor presentation, which have been uploaded on the stock exchange and on the company's website. On this call with me, I have Mr. Alok Kirloskar, Managing Director, Kirloskar Brothers International B.V.; Ms. Rama Kirloskar, Joint MD KBL and MD Kirloskar Ebara Pumps Limited; Mr. Bhavesh Chheda, our Chief Financial Officer; Mr. Devang Trivedi, our Company Secretary; and Strategic Growth Advisors, our Investor Relations Advisor. Let me begin my remarks by giving some business highlights. Pleased to report that for Q1 of fiscal year '27, our consolidated revenue stood at Rs.11,049 million, registering a healthy 13% growth year-on-year. This performance was driven by robust demand across our diverse product portfolio of products and services, reflecting our strong market positioning, customer-centric approach and execution capabilities. Growth was well supported by sustained momentum across both domestic and international markets. So we continue to capitalize on emerging opportunities and strengthen our presence. Our consolidated EBITDA for the quarter stood at Rs.1,306 million, registering a 2% year-on- year growth with EBITDA margin of 11.8%. During the quarter, we also recorded good order inflows across both domestic and international markets. Our consolidated order intake grew by 4% year-on-year to Rs.13,954 million, providing continued visibility for future growth. Turning to our standalone domestic business for Q1 FY '27. Revenue increased by 9% year-on-year to Rs.6,738 million, while EBITDA grew by 16% to Rs.920 million. Profit after tax stood at Rs.540 million, reflecting a 15% year-on-year growth. Our healthy order book coupled with our focused approach towards high potential business opportunities provides us with confidence in our growth outlook. We remain confident of delivering double-digit revenue growth in FY '27 over FY '26 for our standalone business. Page 2 of 15 Kirloskar Brothers Limited August 03, 2026 As on June '26, our domestic pending orders amounted to Rs.25,577 million, excluding small pump order book, reflecting a strong pipeline. Further, we are seeing good order inflows across segments. On the international front, We reported a 19% year-on-year growth in revenue during Q1 FY '27. This performance was primarily driven by strong execution across SPP USA and Kirloskar Brothers Thailand Limited. SPP USA continues to witness encouraging traction in data centers, fire and HVAC projects. EBITDA stood at Rs.207 million with EBITDA margin of 5.1%. This moderation was primarily attributable to a lower contribution from the services business which traditionally carries higher margins. We are actively focused on expanding the services portfolio, which we believe will support improvement going forward. Our overseas pending order book stood at Rs.15,045 million, providing strong visibility for the coming quarters. Looking ahead, we remain optimistic about the company's growth trajectory backed by a healthy mix of domestic and international business, a robust order pipeline and continued focus on operational excellence. The company is well positioned to deliver sustainable growth in periods ahead. This is all from my side. We can now begin the Q&A session. Thank you. Moderator: Thank you very much. The first question is from the line of Manish Goyal from Thinqwise Wealth Advisors. Manish Goyal: I have a couple of questions. Just on the standalone business observation on the stock adjustment, it seems that dispatches are being delayed because we have an inventory buildup like in Q1 also stock adjustment is Rs.82 crores. And FY26 Annual Report also shows that inventory working progress has jumped from 180 to 241. Advances to suppliers have jumped from Rs.32 crores to Rs.91 crores. So sir, does it imply that a lot of dispatches are withheld? Or is there any concern on that front, which is probably hindering the double-digit growth for us? That was the first question. Second question is, sir, you did allude that SPP U.K. had a revenue mix issue with lower services contribution. So, by when should we be able to see the benefit of expansion of the service port [Showing first 8,000 characters — download PDF for full document]