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

Kirloskar Oil Engines (KOEL) showcased strong Q2 FY26 and H1 FY26 results. Standalone Q2 revenue surged 35% YoY to ₹1,593 Cr, with PAT up 27% to ₹141 Cr. Consolidated Q2 revenue climbed 30% to ₹1,933 Cr, and PAT increased 28% to ₹159 Cr. B2B, particularly Power Gen (+41%) and Industrial (+40%), fueled this growth. Management noted significant OptiPrime orders and new product launches in Railways, alongside robust international sales. Financial Services revenue rose 20% to ₹233 Cr. B2C operations are undergoing strategic restructuring via a slump sale. Net cash position also saw a healthy increase. The company exhibits solid performance and strategic clarity.