• Event Type: Q2 FY27 Earnings Conference Call to discuss Un-Audited Financial Results for quarter and half year ended 30th September 2026.
  • Date and Time: The conference call was held on 5th November 2026 at 1:30 p.m. IST.
  • Purpose: Discussion of quarterly results and operational performance for Q2 FY27.
  • Timing Relative to Earnings: The call was held after the earnings announcement, as it discusses already announced financial results.
  • Management Participants:
  • Ms. Gauri Kirloskar – Vice Chairperson and Managing Director
  • Mr. Rahul Sahai – Chief Executive Officer
  • Mr. Sachin Kejriwal – Chief Financial Officer
  • Mrs. Kiran Khapre – Chief Human Resources Officer
  • Ms. Amruta Thigale – Company Secretary
  • Mr. Samrat Gupta – Managing Director, Arka Fincap Limited
  • Moderator: Mr. Sanjeev Zarbade from Antique Stock Broking
  • Availability of Materials: The transcript of the conference call has been uploaded on the company website at www.kirloskaroilengines.com and was filed with the exchanges on 11th November 2026.
  • UPSI Statement: The company did not explicitly state that no unpublished price sensitive information would be shared, but the call focused on discussing already announced financial results.

Financial Highlights and Strategic Updates

Quarterly Performance (Q2 FY27):

  • Consolidated revenue reached record INR2,257 crores, up 17% YoY and 14% QoQ
  • Standalone revenue reached all-time high of INR1,722 crores, up 19% YoY and 18% QoQ
  • Standalone EBITDA: INR191 crores (11% margin) vs INR204 crores (14% margin) in Q2 FY26
  • Net profit from continuing operations: INR115 crores vs INR134 crores in Q2 FY26
  • Net cash position: INR309 crores with AA+/A1+ credit ratings

Half-Year Performance (H1 FY27):

  • Standalone net sales: INR3,184 crores, up 17% YoY
  • Standalone EBITDA: INR357 crores (11.1% margin) vs INR376 crores (13.8% margin) in H1 FY26
  • Net profit from continuing operations: INR214 crores vs INR243 crores in H1 FY26

Business Unit Performance (Q2 FY27 Standalone):

  • Power Generation: INR792 crores, up 17% YoY
  • Industrial Business: INR381 crores, up 2% YoY
  • Distribution & Aftermarket: INR293 crores, up 29% YoY
  • International Business: INR257 crores, up 50% YoY

International Business Highlights:

  • Consolidated international business surged 59% YoY to INR413 crores
  • Now contributes 20% of total sales mix
  • Power generation became the primary driver (45% of international business) instead of traditional industrial engines
  • Strong growth across Africa, Middle East, and East Asia regions

Strategic Initiatives:

  • Three-tiered framework to counter cost pressures: pricing actions, value engineering, operational discipline
  • Market share gains in high horsepower segment (1010 kVA node now above 30% market share)
  • Formalized service agreement with DEUTZ for global distribution of 1.6L engine platform
  • Kirloskar Advanced Systems completed maiden commercial billing for defense and aerospace systems

Arka Fincap Performance:

  • Assets under management: INR7,781 crores
  • Profit after tax: INR11.5 crores
  • Net NPAs improved to 0.5%
  • Branch network expanded to 146 branches with over 2,000 employees

Forward-looking Statements:

  • Focus on sustaining top-line growth and margin recovery
  • Continued vigilance on commodity cost pressures
  • Expansion in data centers, international markets, and new technology partnerships
  • Capex program of INR2,100 crores underway with first line operational in next financial year

Additional Notes Section

  • Attachments: The regulatory filing included the transcript of the conference call as an enclosure.
  • Financial Data Disclosure: Significant financial data was disclosed in the conference call, including revenue figures, EBITDA margins, segment-wise performance, and future guidance.
  • Compliance: The disclosure was made pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, in continuation of earlier communications dated 31st October 2026, 4th November 2026, and 5th November 2026.