Kirloskar Brothers Limited — Investor Meet, 11-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Kirloskar Brothers Q2 FY26 consolidated revenue was stable at 1,028 Cr, with H1 at 2,007 Cr (-3%). Q2 EBITDA stood at 124 Cr (12% margin). Standalone order book (excl. small pumps) grew 13% to 2,127 Cr, and international orders rose 25% to 1,289 Cr. Management expects a stronger H2, aligning with historical trends.

Operational highlights include withheld Jal Jeevan Mission dispatches due to state funding issues, but with zero receivables risk. The Company received a significant PetroTurbo pump order for IOC, with huge domestic potential. Data center projects are a key focus in the US. Debottlenecking and cost optimization initiatives are ongoing at domestic subsidiaries. Despite UK's industrial challenges and forex impact, management expressed confidence in the company's diversified growth trajectory.