Kirloskar Oil Engines Limited — Q1FY27 earnings call summary

Filed 13 August 2026 · Official transcript

Pricing actions taken to offset commodity inflation; margin improvement expected as price realization lags
Standalone Q1 FY27 revenue grew 16% y-y to INR1,461 Cr; EBITDA down 4% y-y at INR165 Cr; PAT down 9% y-y at INR99 Cr
FY30 revenue target $2bn (~INR16,600 Cr) with aspiration to improve EBITDA margin beyond current levels
Export markets impacted by Middle East geopolitical issues; normalization expected in 3-6 months
Employee costs rose 40% y-y due to increments, ESOPs, and capability investments
Domestic power gen revenue up 18%, industrial 19%, distribution & aftermarket 20%; international revenue down 11%
Secured first hyperscale data center order ~192 MW; execution and pipeline development ongoing
Distribution & aftermarket business growing double-digit; service response times improving with 2-hour guarantees in some cases