)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Balkrishna Industries (502355) investor relations material
Balkrishna Industries Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary1 Nov, 2025
Executive summary
Faced significant challenges from a 50% U.S. import tariff, causing U.S. sales to drop to about 10% of last year's volume and impacting overall demand.
Strategic focus on strengthening positions in India and Europe, with optimism for a trade agreement to ease U.S. tariffs.
Q2FY26 standalone revenue declined 6% YoY to Rs. 2,320 crore, with net profit down 24% YoY to Rs. 265 crore and EBITDA down 19% YoY to Rs. 500 crore.
H1FY26 revenue fell 2% YoY to Rs. 5,079 crore, net profit dropped 33% YoY to Rs. 552 crore, and EBITDA decreased 13% YoY to Rs. 1,155 crore.
Recognition for quality and safety, including awards from Caterpillar and the British Safety Council.
Financial highlights
Quarterly sales volume was 70,252 units, down 4% year-over-year; H1 volume was 150,916 units, also down 4%.
Standalone revenue for the quarter was INR 2,360 crore, with a realized forex loss of INR 68 crore.
Standalone EBITDA for the quarter was INR 500 crore (21.5% margin); H1 EBITDA was INR 1,155 crore (22.7% margin).
PAT margin for Q2FY26 was 11.4% (down from 14.2% YoY); H1FY26 PAT margin was 10.9% (down from 15.9% YoY).
Cash and cash equivalents stood at Rs. 3,159 crore as of September 30, 2025.
Outlook and guidance
Expecting a quick recovery in U.S. volumes once tariffs ease, with readiness to service pent-up demand.
Targeting 2.2x revenue growth by FY30 to Rs. 23,000 crore, with a 17% CAGR.
Aims to achieve 8% global market share in OHT segment and 5% market share in new Indian tire verticals by FY30.
Expects blended margins post full commercialization in the 23-25% range.
No formal volume growth guidance due to global volatility.
At what tariff level would U.S. sales resume?
Quantify EUDR's specific cost impact on margins.
What is the ramp-up plan for new consumer business?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Balkrishna Industries earnings date
Q3 25/2626 Jan, 2026
Next Balkrishna Industries earnings date
Q3 25/2626 Jan, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage