Kirloskar Ferrous Industries Ltd

The company's consolidated net profit increased 33.32% year-on-year (YoY) to Rs 123.10 crore in Q4 FY26, compared with the corresponding quarter last year. Revenue from operations grew 4.61% YoY to Rs 1,817.16 crore during the quarter. Total expenses rose 3.29% YoY to Rs 1,691.70 crore in the March quarter. The cost of materials consumed stood at Rs 979.93 crore, up 6.76% YoY, while employee benefits expenses increased 14.89% to Rs 90.95 crore during the period under review. Operating performance remained healthy during the quarter. Consolidated EBITDA rose 12% to Rs 224.6 crore in Q4 FY26 from Rs 201.3 crore recorded in Q4 FY25. EBITDA margin improved to 12.4% from 11.6% in the year-ago period. Profit before tax (PBT) climbed 37.32% to Rs 169.81 crore in the fourth quarter, compared with Rs 123.66 crore reported in the corresponding period of the previous year. On a full-year basis, consolidated net profit advanced 21.69% to Rs 357.81 crore in FY26, while revenue from operations increased 4.94% YoY to Rs 6,888.57 crore. R.V. Gumaste, managing director, KFIL, said, 'I am pleased to share that KFIL has concluded the year with a strong Q4 performance, characterized by robust volume growth and improved operational efficiencies across our key segments. Despite the macro-economic headwinds that persisted throughout the year, our consolidated annual revenue grew by 5% to Rs. 6,889 crore, PBT before exceptional items grew by 25% to Rs. 512 cr, while our YTD PAT saw a significant 22% increase to Rs. 358 crore. Our resilience was particularly evident in our rapid response to the Solapur LPG supply disruption in midMarch. By swiftly pivoting to alternate fuel solutions, we achieved a turnaround in just four days, minimizing the impact on our production schedules and customer commitments. Moving forward, all our major capital projects and strategic mergers are progressing as planned. We remain deeply committed to our long-term vision of value creation, focusing on a richer product mix, cost optimization through renewable energy, and enhancing our competitive position in the global market. Kirloskar Ferrous Industries is one of India's largest castings and pig iron manufacturers. The company caters to various industry sectors, such as tractors, automobiles and diesel engines. Powered by Capital Market - Live

Net profit of Kirloskar Ferrous Industries rose 33.31% to Rs 123.10 crore in the quarter ended March 2026 as against Rs 92.34 crore during the previous quarter ended March 2025. Sales rose 4.62% to Rs 1817.16 crore in the quarter ended March 2026 as against Rs 1736.95 crore during the previous quarter ended March 2025. For the full year,net profit rose 21.69% to Rs 357.81 crore in the year ended March 2026 as against Rs 294.03 crore during the previous year ended March 2025. Sales rose 4.94% to Rs 6888.57 crore in the year ended March 2026 as against Rs 6564.23 crore during the previous year ended March 2025. ParticularsQuarter EndedYear EndedMar. 2026Mar. 2025% Var.Mar. 2026Mar. 2025% Var. Sales1817.161736.95 5 6888.576564.23 5 OPM %12.3611.59 -12.2211.52 - PBDT238.97190.28 26 778.71664.32 17 PBT169.81123.66 37 511.80408.49 25 NP123.1092.34 33 357.81294.03 22 Powered by Capital Market - Live

Kirloskar Ferrous Industries will hold a meeting of the Board of Directors of the Company on 7 May 2026.

Net profit of Kirloskar Ferrous Industries declined 1.82% to Rs 53.32 crore in the quarter ended December 2025 as against Rs 54.31 crore during the previous quarter ended December 2024. Sales rose 0.65% to Rs 1618.01 crore in the quarter ended December 2025 as against Rs 1607.60 crore during the previous quarter ended December 2024. ParticularsQuarter EndedDec. 2025Dec. 2024% Var. Sales1618.011607.60 1 OPM %11.4910.81 - PBDT162.17143.89 13 PBT94.9078.52 21 NP53.3254.31 -2 Powered by Capital Market - Live

Kirloskar Ferrous Industries announced that the Board of Directors of the Company at its meeting held on 10 February 2026, inter alia, have recommended the interim dividend of Rs 3 per equity Share (i.e. 60%) , subject to the approval of the shareholders.Powered by Capital Market - Live

Kirloskar Ferrous Industries will hold a meeting of the Board of Directors of the Company on 10 February 2026.Powered by Capital Market - Live

The agency has also affirmed the company's short-term rating at '[ICRA] A1+'. ICRA stated that the ratings favourably factor in the established position of Kirloskar Ferrous Industries (KFIL) in the foundry-grade pig iron and ferrous castings businesses. Despite commodity headwinds, the company's financial performance continues to remain comfortable as reflected in the healthy operating profits reported in FY2025 and H1 of FY2026. The company is a part of the reputed Pune-based Kirloskar Group, which has a proven management track record. The ratings derive comfort from the backward integration achieved at KFIL's manufacturing plant through coke oven plant, captive power generation, pulverized coal injection (PCI) plant which leads to substantial cost savings. Besides, the commencement of operations at the Bharath iron ore mine has partially reduced reliance on external iron ore purchases, resulting in cost savings. The ratings factor in KFIL's established relationships with large original equipment manufacturers (OEMs). ICRA notes the high customer concentration in the castings segment, though it derives comfort from the fact that KFIL is the single source supplier in most of these cases, which leads to customer retention and repeat orders. The ratings also derive comfort from the comfortable consolidated financial profile of KFIL, marked by healthy credit metrics. Despite the large capex plans going forward, ICRA expects KFIL's comfortable credit metrics to sustain going forward given the healthy cash generation expected which will limit dependence on debt. The ratings are constrained by the vulnerability of the company's operating profit margin (OPM) to fluctuating raw material prices, given the commoditised nature of the pig iron business. The ratings are constrained by the casting division's exposure to the inherent demand cyclicality in the key end-user segments (both commercial vehicle and tractor segments). Kirloskar Ferrous Industries (KFIL) is part of Pune-based Kirloskar Group. KFIL manufactures pig iron, and ferrous castings such as cylinder blocks, cylinder heads, axles and transmission parts and different types of housings required in Automobile, Tractor and Diesel engine related industries. Powered by Capital Market - Live

Net profit of Kirloskar Ferrous Industries rose 11.13% to Rs 86.28 crore in the quarter ended September 2025 as against Rs 77.64 crore during the previous quarter ended September 2024. Sales rose 5.36% to Rs 1755.31 crore in the quarter ended September 2025 as against Rs 1666.02 crore during the previous quarter ended September 2024. ParticularsQuarter EndedSep. 2025Sep. 2024% Var. Sales1755.311666.02 5 OPM %12.2111.65 - PBDT186.25170.87 9 PBT119.87107.80 11 NP86.2877.64 11 Powered by Capital Market - Live

Kirloskar Ferrous Industries will hold a meeting of the Board of Directors of the Company on 6 November 2025.Powered by Capital Market - Live

Shares of Oil and Natural Gas Corporation rose 1.11% to Rs 250.88 on the BSE. According to the disclosure, the domestic order will be executed over a one-year period ' from 21 October 2025 to 20 October 2026. The total contract value includes goods and services tax (GST) at 12%, which may be revised in line with any future government notifications. The company stated that the supply will be made in accordance with the terms and technical specifications mentioned in the contract. It also clarified that the order does not fall under related party transactions, and the promoter group has no interest in ONGC. Kirloskar Ferrous Industries is one of India's largest castings and pig iron manufacturers. The company caters to various industry sectors, such as tractors, automobiles and diesel engines. The company's consolidated net profit jumped 33.7% to Rs 93.28 crore on 9.3% rise in revenue from operations to Rs 1,698.09 crore in Q1 FY26 over Q1 FY25. Powered by Capital Market - Live