Bharat Forge Limited — PPTs, 10-08-2026: Investor Presentation

Here's a concise summary for Bharat Forge's recent financial results:

**1. Business Performance:**

Bharat Forge's standalone revenue jumped 11.5% YoY to Rs 2,347.4 Cr this quarter, fueled by strong exports in HHP Engines & Aerospace. Consolidated revenue rose 18.7% YoY to Rs 4,640 Cr, with EBITDA at Rs 752 Cr (up 10.2%). Indian operations robust, overseas units faced headwinds.

**2. Growth Drivers or Strategy:**

The company is investing Rs 1,800 Cr over 12-18 months in new forging & machining capabilities for high-growth sectors like Defence, Aerospace, and Data Centers. They target 20-25% growth in Indian manufacturing for FY27, expecting a stronger second half.

**3. Recent Developments:**

New orders worth Rs 1,352 Cr were secured in Q1FY27, including Rs 681 Cr from Defence. A major win was for 12 Marine Gas Turbine Generator sets. The board also approved a plan to raise up to Rs 2,500 Cr via equity or convertible securities.

**4. Key Financial Metrics:**

Standalone EBITDA margin stood at 26.2%, despite cost pressures. Consolidated EBITDA margin was 16.2%. The Defence orderbook reached a significant Rs 11,196 Cr.

**5. Management Commentary / Outlook:**

Management focuses on optimizing its global footprint after recent EV and German forging unit restructuring. They anticipate continued strong growth from India, especially in H2. 🚀