Bharat Forge Limited — Investor Meet, 13-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Bharat Forge reported Q1 FY27 standalone revenue of INR 2,347 Cr (up 11.5% YoY) and EBITDA of INR 614 Cr (up 4.5% YoY). Consolidated revenue reached INR 4,640 Cr (up 18.7% YoY) with EBITDA at INR 752 Cr. Margins faced pressure from energy and input costs, with recovery anticipated. The defense order book stands strong at INR 11,196 Cr, boosted by a new marine gas turbine generators order. The company plans INR 1,800 Cr capex, supported by a INR 2,500 Cr fundraise, targeting growth in aerospace, semiconductors, large engines, and defense energetics. Management is confident about sustained growth, foreseeing Q2 improvements and strong opportunities across key markets.