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Kirloskar Pneumatic Company Limited – Investor Presentation Summary

Key Operational Highlights

  • Business Verticals include Air Conditioning & Refrigeration, Air Compressors, Process Gas Systems, and Precision Engineering.
  • Manufacturing locations at Hadapsar (Pune), Saswad (Pune District), and Eklahare (Nashik).
  • PAN India dealer network with 150+ locations and international presence via a Dubai sales office and a Thailand subsidiary (Kirloskar SE Asia Company Limited).
  • Launched a new Waterwell Compressor model KDP 1200-330 S for drilling, pigging, piling, and solar applications.

Key drivers of operational performance: Not Specified

Segment-wise Performance

  • Compression segment sales and operating margin were highlighted, but specific figures were not provided in the presentation.

Explanation of significant changes in segment performance: Not Specified

Financial Highlights

Revenue: ₹3,197 million (Q2 FY27 Standalone)

EBITDA: Not explicitly stated

PAT: ₹398 million (Q2 FY27 Standalone)

EPS: ₹3.07 (Q2 FY27 Standalone)

Margins: Not explicitly stated

YoY/QoQ comparison: Q2 FY27 revenue decreased 15.4% YoY from ₹3,781 million (Q2 FY26). Q2 FY27 PAT decreased 7.9% YoY from ₹432 million (Q2 FY26).

Drivers of financial performance: Not Specified

Comparison to market estimates: Not available

Key Risks: Not disclosed

Geographical Revenue Split

Domestic vs Export/Regional Revenue: Not Specified

Balance Sheet Snapshot

Net Debt/Equity: Not Specified

Reserves: Other Equity stood at ₹12,380 million (Standalone, as of March 31, 2026)

Current Assets/Liabilities: Not Specified

Working Capital/Leverage Metrics: Not Specified

Financial Health Insights: Finance cost was ₹0 million for Q2 and H1 FY27 (Standalone).

Capex & Cash Flow Health

Capital Expenditure: Not Specified

Free Cash Flow: Not Specified

Operating Cash Flow: Not Specified

Net Debt Movement: Not disclosed

Investment Rationale: Not Specified

Strategic & R&D Initiatives

  • Signed a memorandum of understanding (MOU) with Kobe Steel, Ltd. (KOBELCO), Japan to explore strategic cooperation in the non-general purpose compressor business in the Indian market.
  • The cooperation aims to combine KPCL's customer base, sales network, and local capabilities with KOBELCO's technologies to strengthen business in oil & gas and carbon-neutrality-related fields.
  • ESG commitment includes a total water storage capacity of 16.40 Million Ltrs at the Nashik factory, with rainwater collection and storage making the facility self-sufficient.

Expected impact on growth: The companies aim to expand business primarily in the oil and gas sectors and create new business opportunities in carbon-neutrality-related fields.

Strategic Rationale: To strengthen the business platform and competitiveness in India's growing market.

Industry Trends & Business Environment

Macro/Industry Trends: Not Specified

Impact on Company: Not Specified

Management Commentary & Growth Outlook

Strategic Outlook: Not provided in the presentation.

FY Guidance: Not provided.

Market Share Targets: Not available.

Risks and Opportunities: Not highlighted.