• The document is a regulatory filing to inform the exchanges about the upload of a transcript for a post-earnings conference call held to discuss the company's un-audited financial results for the quarter ended 30th June 2026 (Q1 FY27).
  • The conference call was held on 7th August 2026 at 4:00 p.m. IST and was hosted by Antique Stock Broking Limited.
  • The stated purpose of the event was to discuss the Q1 FY27 results and provide a business outlook.
  • The meeting was scheduled after the earnings announcement.
  • Management participants included:
  • Ms. Gauri Kirloskar – Vice Chairperson & Managing Director
  • Mr. Sachin Kejriwal – Chief Financial Officer
  • Mr. Rahul Sahai – Chief Executive Officer
  • Mrs. Kiran Khapre – Chief Human Resources Officer
  • Ms. Farah Irani – Company Secretary
  • Ms. Ridhi Gangar – Chief Financial Officer, Arka Fincap Limited (a subsidiary)
  • The transcript of the call and the presentation were uploaded to the company's website, www.kirloskaroilengines.com.
  • The company did not indicate that any unpublished price sensitive information (UPSI) would be shared; the call was a discussion of already-announced results.

Financial Highlights & Guidance (As Disclosed):

The call discussed the following financial figures for Q1 FY27:

Standalone Performance:

  • Net Sales: INR 1,461 crores (16% YoY growth vs. INR 1,262 crores in Q1 FY26)
  • EBITDA: INR 165 crores (4% YoY decline vs. INR 172 crores)
  • EBITDA Margin: 11.2% (vs. 13.5% in Q1 FY26)
  • Net Profit: INR 99 crores (9% YoY decline vs. INR 110 crores)
  • Net Cash Position (net of debt & including treasury investments): INR 485 crores

Standalone Business Unit Sales (YoY Growth):

  • Power Generation: INR 720 crores (+18%)
  • Industrial: INR 368 crores (+19%)
  • Distribution & Aftermarket: INR 268 crores (+20%)
  • International Business: INR 106 crores (-11%)

Consolidated Performance:

  • Revenue from Operations: INR 2,000 crores (+13% YoY)
  • Net Profit: INR 111 crores (-17% YoY)

Subsidiary Performance:

  • KOEL Fluid Dynamics: Revenue of INR 294 crores (broadly flat YoY).
  • Arka Fincap Limited: Revenue of INR 210 crores (+9% YoY); Assets Under Management at INR 7,651 crores.

Strategic & Operational Highlights:

  • The company highlighted a landmark order win in the hyperscale data center segment for 192 MW.
  • Strong domestic growth was reported in niche industrial segments: Marine (+125% YoY) and Railways (+62% YoY).
  • A dedicated defense subsidiary, Kirloskar Advanced Systems Limited, was established.
  • The company reiterated its long-term aspiration to achieve $2 billion in revenue (approx. INR 16,600 crores) by FY30 and aims to improve EBITDA margins from current levels.
  • The decline in profitability was attributed to global commodity cost inflation, export market headwinds (particularly in the Middle East), and a timing lag in realizing recently implemented price increases. Full-year EBITDA delivery confidence was maintained.

Additional Notes Section

  • The document was an enclosure to the exchange filing, containing the full transcript of the earnings conference call.
  • The announcement itself did not disclose new financial data; it solely served as an intimation that the transcript from the earlier earnings discussion had been made public.
  • The transcript contained detailed financial data and management commentary, which has been summarized above.