Bharat Forge Limited — Investor Meet, 11-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Bharat Forge reported strong FY26 consolidated revenue of INR 16,812 Cr (+11% YoY) and EBITDA of INR 2,921 Cr (+6% YoY). Q4 standalone revenue rose 8.5% sequentially. The company anticipates ~25% growth in its India business for FY27, led by aerospace (targeting >INR 1,000 Cr in 3 years with above-average margins) and defense (INR 11,000 Cr order book). Key strategic moves include acquiring 30% in Fortuna Engineering for machining expansion and initiating restructuring of loss-making German operations. An INR 800 Cr capex is underway for growth platforms. Management expresses confidence in capitalizing on domestic opportunities amidst global volatility.