Krishna Defence and Allied Industries Limited — Investor Meet, 21-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Krishna Defence reported strong H1 FY26 results: Revenue grew 28.1% to ₹120.5 Cr, EBITDA rose 52.9% to ₹21.6 Cr (margin 17.9%), and consolidated net profit surged 71% to ₹18.4 Cr (margin 15.3%). The order book stands at ₹196 Cr. Management aims for 30-40% annual growth, leveraging doubled capacity, now at 60% utilization, and expects ₹100-150 Cr order inflow in H2 from major naval projects. Strategic focus includes India’s largest AUV prototype, new weld consumables, and aerospace components, with an asset-light CapEx approach. Optimism prevails for long-term defence and commercial shipbuilding opportunities.