Kirloskar Brothers Ltd (KIRLOSBROS) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- The company reported a broadly stable consolidated revenue performance for the quarter, despite facing seasonal headwinds from an extended monsoon which temporarily affected the standalone business.
- The international business demonstrated strong growth, particularly in the US and Thailand, which grew by 21% and 158% respectively in constant currency, driven by the execution of deferred orders and improved product demand.
- The domestic order book (excluding small pumps) showed robust health, growing 13% year-over-year to INR 1,127 crores, indicating sustained customer confidence and a healthy project pipeline.
- International order book also saw significant expansion, increasing by 25% year-over-year to INR 1,289 crores, reinforcing the strength of the company's global presence.
- While EBITDA margins moderated due to product mix changes and a forex revaluation impact, the underlying business fundamentals remain strong, supported by stable volumes and a growing order pipeline across segments.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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