Kirloskar Oil Engines Share Price

Conference Call with Kirloskar Oil Engines Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.

• Trendlyne
• 1 week 2 days ago

Industrial Machinery company Kirloskar Oil Engines announced Q4FY26 & FY26 results Consolidated Financial Highlights: Revenue from Operations: Q4FY26: Stood at Rs 2,116.23 crore, registering a QoQ growth of 13.01% compared to Rs 1,872.60 crore in Q3FY26, and a YoY increase of 20.97% against Rs 1,749.32 crore in Q4FY25. FY26: Reported at Rs 7,701.01 crore, marking a YoY growth of 21.68% from Rs 6,329.14 crore in FY25. Total Income: Q4FY26: Reached Rs 2,129.17 crore, showing an increase of 13.10% QoQ from Rs 1,882.57 crore in Q3FY26, and a 20.67% YoY growth from Rs 1,764.44 crore in Q4FY25. FY26: Stood at Rs 7,771.17 crore, up by 21.89% YoY compared to Rs 6,375.79 crore in FY25. Net Profit: Q4FY26: Recorded at Rs 155.22 crore, demonstrating a robust QoQ growth of 42.23% from Rs 109.13 crore in Q3FY26, and a YoY increase of 22.65% against Rs 126.56 crore in Q4FY25. FY26: Reached Rs 562.46 crore, registering an 18.21% YoY growth compared to Rs 475.82 crore in FY25. Standalone Financial Highlights: Revenue from Operations: Q4FY26: Stood at Rs 1,534.71 crore, representing an 11.16% QoQ growth from Rs 1,380.61 crore in Q3FY26, and a 24.15% YoY increase from Rs 1,236.20 crore in Q4FY25. FY26: Reported at Rs 5,646.83 crore, a strong YoY growth of 24.91% compared to Rs 4,520.72 crore in FY25. Total Income: Q4FY26: Reached Rs 1,543.60 crore, up 11.16% QoQ from Rs 1,388.61 crore in Q3FY26, and up 24.04% YoY from Rs 1,244.46 crore in Q4FY25. FY26: Stood at Rs 5,687.49 crore, marking a 24.87% YoY increase from Rs 4,554.80 crore in FY25. Net Profit: Q4FY26: Recorded at Rs 111.10 crore, reflecting a QoQ increase of 28.71% from Rs 86.32 crore in Q3FY26, but an 8.28% YoY decline from Rs 121.13 crore in Q4FY25 (largely due to a higher profit from discontinued operations in the base quarter). FY26: Stood at Rs 461.02 crore, growing 6.73% YoY from Rs 431.93 crore in FY25. Business & Operational Highlights: Dividend Recommendation: The Board of Directors recommended a final dividend of Rs 4.50 (225%) per equity share of Rs 2 each for the financial year FY26, subject to shareholders' approval. Segment-wise Performance: B2B Segment (Engines, Gensets, Electric Motors, Farm Machines): Q4FY26 revenue stood at Rs 1,556.71 crore. For FY26, revenue reached Rs 5,685.81 crore. B2C Segment (Diesel/Electric Pumps & Pumpsets): Q4FY26 revenue was Rs 338.93 crore. For FY26, revenue stood at Rs 1,138.53 crore. Financial Services (via Arka Financial Holdings and subsidiaries): Q4FY26 revenue reached Rs 220.59 crore. For FY26, revenue stood at Rs 876.67 crore. Note on Segments: During FY26, the Group reorganized Farm Mechanization Solutions from the B2C to the B2B segment to improve synergy with the Agri product line of the Industrial business unit. Business Transfers & Reorganization: The transfer of the Company's Water Management Solutions (WMS) Domestic & Exports Business was approved via a slump sale to its wholly-owned subsidiary, KOEL Fluid Dynamics Private Limited (KFD). Consideration was by way of the issuance of 10,65,150 equity shares of KFD at Rs 10 each. KOEL Fluid Dynamics Private Limited (KFD) transferred its 'Cables, Wires & Pipes business' via slump sale on a going concern basis for an aggregate consideration of Rs 10.70 crore to Vira Logistics. This has been classified under discontinued operations. New Subsidiary Incorporation: The Company incorporated 'Kirloskar Advanced Systems Private Limited' as a wholly-owned subsidiary effective 30th March 2026, with an initial investment of up to Rs 9 crore. Exceptional Items (Regulatory Impact): The Group assessed the financial impact of the New Labour Codes notified by the Government of India and recorded an incremental impact/expense of Rs 32.45 crore under "Exceptional Items" during the quarter and year ended 31st March 2026. Gauri Kirloskar, Vice Chairperson & Managing Director, Kir/oskar Oil Engines, said: "I am proud to share that KOEL concluded FY26 on a strong note, delivering our highest-ever quarterly sales. For Q4, Net Sales reached Rs 1,522 crore; 24% YoY increase, bringing our full-year Net Sales to Rs 5,604 crore, representing 25% annual growth. Our success remains rooted in a commitment to sustainable, profitable growth, evidenced by our double-digit EBITDA margins. This year was marked by a sharp focus on execution, deeper market penetration, and disciplined growth across our businesses. Powergen delivered strong performance across the low, medium, and high horsepower segments, resulting in market-share gains. Our Industrial business built strong momentum across Marine, Railways, and Construction by expanding into new applications and strengthening engagement with OEMs. Kirloskar Care has begun to gain meaningful traction, driven by improved service penetration and its entry into whole goods. We also undertook a significant initiative to restructure our Fluid Dynamics business, consolidating operations to drive greater efficiency while expanding the product portfolio. Our sustained focus on international markets is beginning to reflect in the results, with international sales growing at a faster pace in FY26. Alongside this, we continued to strengthen operational discipline through improved inventory management and a consistent focus on profitable growth. While our transformation journey towards the '2028' goal may not always follow a linear path, the strength of our diversified portfolio and operational resilience continues to provide a strong foundation for sustainable growth. We remain steadfast in our commitment to building a robust, execution-driven organization that consistently delivers long-term value to both our investors and customers alike." Result PDF

• Trendlyne
• 1 week 2 days ago

The changes will take effect from April 1, 2026, following the retirement of Atul Kirloskar as Chairman on March 31, 2026, after reaching the company's retirement age of 70

• Business Line
• 2 months 1 week ago