Kirloskar Oil Engines Limited — Investor Meet, 20-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

KOEL delivered strong Q4 FY26 standalone net sales of INR1,522 Cr (+24% YoY) and full-year sales of INR5,604 Cr (+25% YoY), with PAT jumping 35% to INR464 Cr. Consolidated Q4 revenue rose 21% to INR2,116 Cr, and PAT surged 47%. Arka's AUM grew 10% to INR7,947 Cr, maintaining asset quality.

Management affirmed its USD2 billion target by FY30, driven by sustainable growth and significant market share gains, particularly in the diesel generator market where KOEL grew 41%. Strategic investments include INR1,400 Cr over two years for 20,000 HHP engines capacity, in addition to an existing INR700 Cr expansion for 50,000 engines. The company is actively executing a 6.3 MW NPCIL genset order. International business expansion and data center contributions are key focus areas. Management is confident in its long-term strategy and execution capabilities.