Kross Limited — Q2FY27 earnings call summary

Filed 22 October 2026 · Official transcript

Management optimistic on commercial vehicle and agri demand in H2 FY27
Seamless tube facility production trials planned by Q4 FY27; expected 8-10% cost savings
Capex of ~170cr planned for seamless tube and capacity expansion; 120cr spent till Q2
Q2 FY27 revenue 235cr +80% y-y; EBITDA 30.6cr (13% margin); PAT 19.69cr
H1 FY27 revenue 419.4cr; EBITDA 53.32cr; PAT 33.16cr
Receivable days improving to ~81 days in Q2; expected to normalize further
Price escalations ongoing; full compensation expected in Q3/Q4
Trailer axle volumes 10,500+ in Q2, 20,000+ in H1; volume growth ~55% y-y