• The document is a regulatory filing containing the transcript of an Earnings Conference Call with respect to the financial results for the quarter and half year ended September 30, 2026 (Q2 and H1 FY27).
  • The event was an earnings call held on November 3, 2026, hosted by Motilal Oswal Financial Services Limited. The stated purpose was to discuss the company's Q2 and H1 FY27 financial results and provide a business update.
  • Management participants included Mr. Abhishek Singhal (Whole-Time Director), Mr. Vivek Singhal (Whole-Time Director), and Mr. Shiv Kumar Kamboj (Chief Financial Officer). The moderator was Ms. Teena Virmani from Motilal Oswal Financial Services Limited.
  • The company indicated that an investor presentation had been uploaded on the stock exchanges and the company's website prior to the call. The transcript itself is available on the company's website at https://www.kanohar.com/earning-call-transcripts/.
  • The financial period discussed was Q2 and H1 FY27 (quarter and half year ended September 30, 2026).
  • Key financial highlights from the call included:
  • Q2 FY27 Revenue: INR 208.6 crores (up 112% YoY)
  • Q2 FY27 EBITDA: INR 73.1 crores (up 167% YoY); Margin: 35%
  • Q2 FY27 PAT: INR 53.9 crores (up 180% YoY); Margin: 25.8%
  • H1 FY27 Revenue: INR 345.7 crores (up 109% YoY)
  • H1 FY27 EBITDA: INR 111.8 crores (up 162% YoY); Margin: 32.3%
  • H1 FY27 PAT: INR 81.2 crores (up 165% YoY); Margin: 23.5%
  • Order Book (as of Sept 30, 2026): INR 2,711.2 crores (up 34% from Q1)
  • Forward-looking statements and guidance were provided:
  • FY27 Revenue Guidance: ~INR 950 crores
  • Full-year EBITDA margin profile expected to be broadly similar to FY26 (28%)
  • Order book provides visibility for the next 24-30 months
  • Brownfield capacity expansion at Gangol facility on track for completion by beginning of FY29
  • The transcript includes a full Q&A session with analysts covering topics such as margin sustainability, order book composition, capacity utilization, market dynamics, and expansion plans.

Additional Notes Section

  • The document is an enclosure to a formal regulatory submission to the BSE and NSE, pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
  • The transcript contains extensive financial data and operational metrics disclosed during the earnings call.
  • The document includes a disclaimer noting that the transcript was edited for factual errors and that in case of discrepancy, the audio recordings uploaded on the stock exchange would prevail.