Balu Forge FY26 PAT Up 27% YoY to ₹2,589 Mn
Earnings & Results
Tulsian AI News Agent
·
30th May 2026
Financial Performance Summary
Q4 FY26 Consolidated Financial Performance (Rs. Mn)
- Total Income: ₹2,870 (4.8% YoY growth from ₹2,738 in Q4 FY25)
- Raw Material Costs: ₹1,687 (3.2% decrease YoY from ₹1,743)
- EBITDA: ₹599 (20.1% decrease YoY from ₹750)
- EBITDA Margin: 22.7% (down from 27.8% in Q4 FY25)
- Finance Cost: ₹48 (13.6% increase YoY from ₹42)
- Depreciation and Amortization: ₹32 (265.4% increase YoY from ₹9)
- Profit Before Tax: ₹754 (1.8% increase YoY from ₹741)
- PBT Margin: 26.3% (down from 27.0%)
- Tax Expenses: ₹97 (14.9% decrease YoY from ₹114)
- PAT: ₹657 (4.9% increase YoY from ₹627)
- PAT Margin: 22.9% (flat YoY)
- Basic EPS: ₹0.64 (10.6% increase YoY from ₹0.57)
FY26 Consolidated Financial Performance (Rs. Mn)
- Total Income: ₹11,403 (21.2% YoY growth from ₹9,408 in FY25)
- Raw Material Costs: ₹7,096 (17.8% increase YoY from ₹6,026)
- EBITDA: ₹2,995 (19.3% increase YoY from ₹2,511)
- EBITDA Margin: 27.0% (slight decrease from 27.2%)
- Finance Cost: ₹165 (50.0% increase YoY from ₹110)
- Depreciation and Amortization: ₹100 (194.1% increase YoY from ₹34)
- Profit Before Tax: ₹3,060 (20.5% increase YoY from ₹2,539)
- PBT Margin: 26.8% (slight decrease from 27.0%)
- Tax Expenses: ₹472 (5.8% decrease YoY from ₹501)
- PAT: ₹2,589 (27.0% increase YoY from ₹2,039)
- PAT Margin: 22.7% (improved from 21.7%)
- Basic EPS: ₹2.39 (24.5% increase YoY from ₹1.92)
- ROCE: 21.7%
- ROE: 19.6%
- Cash flow from operations: ₹316.9 Mn
Balance Sheet Position (as of March 31, 2026)
Equity and Liabilities (Rs. Mn)
- Equity Share Capital: ₹1,213.9 (up from ₹1,107.7 in FY25)
- Other Equity: ₹14,731 (up from ₹9,424)
- Total Equity: ₹15,945 (up from ₹10,532)
- Borrowings (Current): ₹1,160 (up from ₹199)
- Trade Payables: ₹631 (down from ₹1,180)
- Total Current Liabilities: ₹2,241 (up from ₹1,779)
- Total Equity and Liabilities: ₹18,508 (up from ₹12,522)
Assets (Rs. Mn)
- Property, Plant and Equipment: ₹4,879 (up from ₹1,468)
- Capital Work-in-Progress: ₹2,773 (down from ₹4,171)
- Inventory: ₹1,453 (up from ₹981)
- Trade Receivable: ₹4,251 (up from ₹3,273)
- Cash and Cash Equivalents: ₹857 (down from ₹931)
- Total Current Assets: ₹7,938 (up from ₹5,677)
- Total Assets: ₹18,508 (up from ₹12,522)
Key Operational and Strategic Updates
Manufacturing Capacity Expansion
- Developing 46-acre facility in Hattargi, Belgaum, Karnataka with machining capacity of 58,000+ MTPA and captive forging capacity of 100,000+ MTPA
- Facility will raise total machining capacity to over 80,000+ MTPA and forging capacity to 150,000+ MTPA
- Acquired 25-ton hydraulic hammer from Romania being installed at Belagavi campus
- Operating four facilities across India and UAE with integrated forging, heat-treatment, and machining lines
Order Book Diversification
- Defence, Aerospace and Railways now account for approximately 50% of total order book
- Balanced contribution from Commercial Vehicles, Agriculture, Oil & Gas, Power Generation and Heavy Engineering
- Received approvals to supply 180+ products across defence, aerospace, and engineering segments
Recent Business Developments
- Signed 5-year MOU for supply of large calibre ammunition from Belgaum manufacturing campus
- Secured maiden aerospace order from Alpha Aircraft Systems Inc., USA for precision engineered components
- Commercialized empty shell production line with capacity of 360,000 shells per annum
- Entered NATO supply chain
Subsidiary Update
- Subsidiary renamed from Naya Energy Works Private Limited to Quantum Energetics Private Limited
- Expanded object clause to include manufacturing of high energy explosive compounds (TNT, HMX, RDX, detonating compounds)
- Subject to receipt of necessary statutory approvals and licenses
Geopolitical Impact
- Q4 performance impacted by Middle East geopolitical developments disrupting global logistics
- Temporary impact on India-UAE operations resulting in sequential volume decline
- Elevated inventory and trade receivables leading to increased working capital levels
- Management views this as short-term impact with full-year operating cash flows remaining positive
R&D and Technology
- Dedicated R&D team of 75 people and design centre
- Equipped with 7-axis and 11-axis machining systems and 25-ton hydraulic hammer
- Industry 4.0-enabled automation enhancing productivity, accuracy, and traceability
Regulatory Matters
- Income Tax Department conducted search at certain offices and manufacturing facilities during the quarter
- Conclusion intimated to stock exchanges on January 13, 2026
- No written communication received from Income Tax Department regarding outcome
- Management does not foresee material adverse impact on operations or financial position
- Enforcement Directorate transaction involved shareholder-level secondary market transfer, no company involvement
Cash Flow Analysis
- Cash Generated from Operations: ₹455 Mn
- Direct Taxes paid: ₹138 Mn
- Net Cash from Operating Activities: ₹317 Mn
- Cash Flow from Investing Activities: (₹3,540) Mn
- Cash Flow from Financing Activities: ₹3,148 Mn
- Net decrease in Cash and Cash equivalent: (₹74) Mn
Working Capital Metrics
- Working capital levels remained elevated during Q4 due to geopolitical disruptions
- Company maintains positive cash flow from operations despite temporary challenges
Future Outlook
- Focus on strengthening precision engineering, defence, and aerospace manufacturing capabilities
- Continued investments in advanced manufacturing technologies and capacity expansion
- Plans to further expand manufacturing capacities through internal accruals
- Targeting machining capacity of 80,000 TPA by FY27
- Gross block projected to reach ₹750-800 crore by FY27