Kirloskar Brothers Limited — Investor Meet, 05-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Kirloskar Brothers (KBL) reported Q3FY26 and nine-month financial results. Q3 revenue was Rs. 1,116 Cr (-2% YoY) and EBITDA Rs. 161 Cr (-12% YoY), but PAT rose 6% to Rs. 125 Cr, improving PAT margin to 11.2%. The order book impressively grew 20% YoY to Rs. 3,727 Cr as of December 31, 2025. Key growth segments include Oil & Gas sales (+187%), Power sales (+98%), and strong order book increases in Oil & Gas (+157%), Marine & Defence (+153%), and Building & Construction (+56%). The company continues to receive awards and focuses on sustainability, meeting ~70% of power from renewables.