Kirloskar Brothers Limited — Investor Meet, 01-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Kirloskar Brothers Limited (KBL) reported Q1FY26 consolidated revenue of Rs 979 Cr (-5% YoY), with PAT at Rs 68 Cr (+2.9% YoY) and EBITDA at Rs 128 Cr (+0.5% YoY). Margins improved. The company's total pending order book is robust at Rs 3,345 Cr, signaling strong revenue visibility. KBL is strategically pivoting towards higher-margin services and value-added products, leveraging digital initiatives like AI/ML, IoT, and a new subscription platform. This focus on innovation, cost optimization, and monetizing patents aims to enhance future profitability and cash flows. Management's tone suggests a confident outlook.