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Balkrishna Industries Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Price hike of ~5% taken in Q1; raw material cost expected to impact margin by ~2% in Q2
- Q1 FY27 OHT segment volume grew 16% y-y to 93,770 MT; standalone revenue rose 24% y-y to INR3,409 Cr
- EBITDA margin at 20.61%, impacted by raw material inflation and higher India volume share
- Capex of INR1,000 Cr spent in Q1; INR1,500-2,000 Cr more planned for FY27 (total ~INR3,000 Cr)
- Management refrains from forward-looking margin or growth guidance
- FY27 On-Highway revenue target INR5,000 Cr by 2030; pan-India distributor network expanding
- Carbon Black capacity increased to 360,000 MTPA; captive power to 64 MW
- India market share ~18-19%, Europe ~7-8%, US ~3-4%; US tariff refund process initiated
- On-Highway segment launched in Q1 with gradual ramp-up planned from Q2
- Net debt approx INR1,725 Cr as of June 30, 2026
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.