Kennametal India (505890) AGM 2026 presentation summary

FY26 performance

• Total income INR 15,215 million, PBT INR 2,663 million, 16,000+ active customers and 773 employees.

• Revenue reached INR 15,107 million in FY26, with an 11% FY22–FY26 CAGR; PBT was INR 2,663 million.

• Sales growth drivers included share gains in growth sectors, strategic pricing, portfolio mix and operational improvements.

Segment and customer wins

• Hard Metal revenue rose 31.8% YoY to INR 13,387 million; priorities included growth segments, key accounts, innovation and customer lead times.

• Aerospace business grew 67% in FY26, securing orders for complex engine and structures machining.

• A cylinder-head machining solution for a leading global engine manufacturer replaced a competitor and delivered an INR 17 million order.

• Localization of select wear-solution compact grades at Bengaluru supported portfolio growth of 139%.

• Machining Solutions Group revenue was INR 1,477 million in FY26, with growth constrained by capacity; expansion plans include a greenfield facility and internal upgrades.

Market and execution priorities

• India growth sectors cited included automobile at 10.4%, auto components at 12.7%, aerospace and defense at 15.6%, and mining at -0.5%.

• Capacity augmentation, supply-chain efficiency, portfolio optimization, competency development and digital demand generation featured in execution plans.

• Customer outreach generated 152K+ event footfall and 1.9K+ leads.