← All earnings call summaries
Bharat Forge Ltd — Q4FY26 Earnings Call Summary
Key Takeaways
- FY26 consolidated revenue INR 16,812 Cr +11%, EBITDA INR 2,921 Cr +6%
- Standalone FY26 revenue INR 8,396 Cr -5% y-y; EBITDA margin 27.5%
- FY27 India business growth guidance close to 25%
- Aerospace FY26 revenue INR 400 Cr; strong double-digit growth expected
- EV investments write-off due to slower-than-expected adoption
- Strong outlook for US and India CV markets despite energy price concerns
- Defense order book INR 11,000 Cr; ATAGS and CQB carbine production ramp-up H2FY27
- Capex INR 800-850 Cr over 15-18 months for forging, casting, product platforms
- Overseas restructuring of German steel business to complete by end CY27
- Acquisition of 30% stake in Fortuna Engineering to expand machining capabilities
📄 Source: View original transcript (PDF)
Get Bharat Forge Ltd earnings summaries on Telegram
Add Bharat Forge Ltd 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.