Bharat Forge Limited submitted an investor presentation to BSE Limited and National Stock Exchange of India Limited in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The document was signed and submitted by Tejaswini Ramkrishna Chaudhari, Company Secretary and Compliance Officer, on August 28, 2026.

The presentation provides a comprehensive business overview of the company's operations, capabilities, and strategic direction. It covers the company's diversified manufacturing platform across automotive, defence, aerospace, and industrial sectors.

Business Overview and Capabilities

  • Bharat Forge operates as a multi-industry advanced manufacturing platform with more than 60 years of experience
  • The company has 36 manufacturing facilities across 6 countries and 3 continents (28 in India, 6 in Europe, 2 in USA)
  • Product offerings range from 0.2 KG to 30+ ton finished weight across multiple technologies including steel and aluminum forging, ductile iron casting, aluminum casting, defence systems, aerospace components, axle assembly, and semiconductor/data centre components
  • The company has a 162-member R&D team that developed 102 new products in FY26 along with 18 process and 17 product improvements
  • The company holds 150+ patents filed across jurisdictions

Financial Performance and Operations

  • FY26 consolidated revenue from operations: INR 168,117 million
  • Revenue mix: 67% from Indian manufacturing operations, 31% from exports, 23% from others, 10% from Europe
  • Indian manufacturing operations comprise Bharat Forge Limited, KSSL, JS Autocast and K Drive Mobility
  • JS Autocast contributed INR 7,571 million revenue and INR 1,059 million Adjusted EBITDA in FY26
  • K Drive Mobility contributed INR 9,578 million revenue and INR 418 million Adjusted EBITDA in 9M FY26
  • Adjusted Net Debt: INR 47,108 million with Net Debt/Equity ratio of 0.5x

Defence Business Update

  • Executable defence order book: INR 111,967 million
  • Vertically integrated defence platform across artillery systems, protected & armoured vehicles, naval & unmanned systems, and small arms/ammunition
  • Key products include artillery systems (towed and mounted gun systems, ultra-light howitzers, ATAGS), protected vehicles (Vikram VT21), naval systems (marine gas turbine generator sets, underwater unmanned systems), and small arms/ammunition (CQB carbines)

Growth Initiatives and Capex

  • INR 18,000 million growth capex planned across businesses
  • Expanding into new sectors including aerospace (landing gears, engine components), semiconductors (forged components for manufacturing equipment), and data centres (engine components for standby and backup-power generation)
  • Recent acquisitions include JS Autocast (July 2022) and 30% stake in another machining company in Q1 FY27

ESG Commitments

  • Target: 80% renewable energy by 2030
  • Target: Carbon neutrality by 2045
  • Target: Water Positive by 2030 with 40% reduction in water intensity
  • Target: Zero Waste to Landfill by 2030
  • Target: 60% reduction in Energy Intensity by 2030
  • Target: 75% reduction in LTIFR by 2030
  • FY26 achievements: 99.3% waste recovered through recycling, 38% electricity from renewable sources, 147,980 MWh renewable energy consumed, 49% water consumption from recycled water, 0.57 Lost Time Injury Frequency Rate

Additional Notes Section

The document is strictly an investor presentation providing business overview information. No specific financial guidance or unpublished price sensitive information was disclosed. The presentation includes extensive forward-looking statements with appropriate disclaimers about their speculative nature. The document contains standard disclaimer language noting that it does not constitute an offer or solicitation and is for informational purposes only.