KIKirloskar Industries500243Investor deck

Material subsidiary files Q2 FY27 investor presentation ahead of 2 November conference call

Kirloskar Ferrous Industries (KFIL), a listed material subsidiary, has shared its Q2 FY27 investor presentation for the 2 November 2026 conference call.

By ScoutQuest · Sat 31 Oct 2026, 9:22 PM IST · 2 min read

Q2 Revenue

₹2,047 crore

Q2 EBITDA Margin

10.9%

Q2 PAT

₹97.6 crore

What was announced

• Kirloskar Ferrous Industries Ltd (KFIL), a listed material subsidiary, has shared the presentation to be discussed at its Q2 FY27 investors call on 2 November 2026.
• The presentation has been uploaded on the company's website and the intimation has been passed on to the stock exchanges where the parent is listed.

Q2 standalone snapshot (Rs crore)

• Revenue from operations: 2,046.7, against 1,755.3 in the same quarter a year earlier.
• EBITDA (excluding other income, before exceptional items): 223.0, against 214.4.
• Profit after tax: 97.6, against 88.5.
• EBITDA margin: 10.9%, against 12.2% a year earlier.
• Total expenses: 1,928.2; cost of materials consumed 1,159.8; finance costs 34.0.

Half year (April to September 2026)

• Revenue: 3,818.2, against 3,453.4 in the same period a year earlier.
• EBITDA: 438.7, against 431.3.
• Profit after tax: 179.9, against 324.0 in the same period a year earlier.
• YTD EBITDA margin shown at 11.5%.

Cost ratios in the quarter

• Material costs were 57.7% of revenue, up from 53.7% in the immediately preceding quarter.
• Power costs were 8.0% of revenue, against 9.3% in the preceding quarter.

What the presentation says about demand

• Domestic demand for castings is described as strong and sustained.
• Passenger vehicles: a record quarter for wholesales, driven by SUVs and premiumisation.
• Tractors: retail demand healthy, but wholesale growth muted because of a deficit monsoon.
• Alloy steel: production expanded strongly through the first half on precision engineering and automotive demand.
• Overall demand is expected to stay healthy in the second half, backed by infrastructure and construction activity.

What the presentation says about input costs

• Iron ore: domestic supply ample, NMDC output up strongly with pricing broadly stable.
• Coking coal: landed prices jumped sharply in September, then eased slightly but stayed volatile; heavy import dependence keeps cost pressure on the blast-furnace route.
• Rupee depreciation added to imported coking coal costs.
• Policy: supportive actions towards duty safeguards, including a multi-year anti-dumping duty on low-ash met coke.

Points worth noting

• The numbers in the presentation are standalone and unaudited.
• Previous year's numbers have been restated after the merger of Oliver Engineering Private Limited and Adicca Energy Solutions Private Limited with the company, so year-on-year comparisons reflect the merged base.
• The quarter's revenue and profit are higher than a year earlier, while the half-year profit after tax of 179.9 crore is lower than the 324.0 crore of the same half last year.

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