Bonfiglioli Transmissions (BONFIG) Q4 25/26 earnings summary

Executive summary

• FY ended Dec. 31, 2025 revenue was Rs 20,135.26 million and profit after tax from continuing operations was Rs 2,378.74 million; both exceeded restated FY2024 levels.

• Auditors issued an unmodified opinion and found internal financial controls adequate and operating effectively as of Dec. 31, 2025.

Financial highlights

• Revenue from operations rose to Rs 20,135.26 million from restated Rs 18,541.83 million; total income was Rs 20,235.89 million versus Rs 18,611.55 million.

• Continuing-operations PBT was Rs 3,252.33 million versus Rs 2,449.99 million; PAT was Rs 2,378.74 million versus Rs 1,915.98 million.

• Total expenses were Rs 16,983.56 million versus Rs 16,161.56 million; employee benefits expense was Rs 1,062.70 million and finance costs Rs 77.77 million.

• Operating cash inflow was Rs 1,650.26 million versus Rs 1,718.18 million; cash and cash equivalents ended at Rs 1,531.81 million.

Segment performance

• Operations were reported as one segment; product sales included gearboxes Rs 12,056.19 million, gear motors Rs 5,825.12 million and others Rs 1,945.64 million.

• Revenue by customer location: India Rs 14,372.84 million, USA Rs 3,077.40 million, Italy Rs 411.43 million, Germany Rs 607.63 million, China Rs 186.70 million and other countries Rs 1,147.05 million.

• One customer contributed Rs 2,265.48 million of FY2025 revenue, exceeding 10% of total revenue; the same customer contributed Rs 1,801.73 million, or 9.89%, in FY2024.