← All earnings call summaries
Balkrishna Industries Limited — Q4FY26 Earnings Call Summary
Key Takeaways
- Q4FY26 OHT sales volume 85,820 MT +5% y-y; FY26 volume 317,356 MT
- Carbon black capacity 265,000 MTPA; full utilization; expansion to 360,000 MTPA by Q1 FY27
- FY27 volume growth expected but no guidance due to geopolitical uncertainties
- Capex FY26 approx INR2,800 Cr; FY27 planned capex INR1,500-1,800 Cr plus INR2,000 Cr additional approved
- Price hikes 3-5% taken; further 2% planned; raw material costs up 4-5% in Q4, expected 7-8% rise in Q1 FY27
- Standalone Q4 EBITDA INR663 Cr (22.9% margin); FY26 EBITDA INR2,423 Cr -10% y-y (22.7% margin)
- On-Highway revenue target INR5,000 Cr by 2030; EBITDA margin target 23-25% company-wide
- Standalone Q4 revenue INR2,894 Cr +2% y-y; FY26 revenue INR10,656 Cr flattish y-y
- PAT Q4 INR295 Cr; FY26 INR1,222 Cr
- On-Highway segment launched CV radial and 2-wheeler tyres; PCR tyres launch planned end CY26
📄 Source: View original transcript (PDF)
Get Balkrishna Industries Limited earnings summaries on Telegram
Add Balkrishna Industries Limited to your watchlist. Receive AI-generated summaries within hours of every earnings call.
Start free →
Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.