Kirloskar Brothers (500241) Q4 24/25 earnings summary

Executive summary

• Consolidated revenues for FY25 reached Rs. 4,492 crore, up 12% year-over-year, with Q4 revenue at Rs. 1,281 crore, driven by strong demand across segments and geographies.

• EBITDA for FY25 grew 18% year-over-year to Rs. 681 crore (margin 15.2%), with Q4 EBITDA at Rs. 215 crore (margin 17%).

• FY25 PAT increased 20% year-over-year to Rs. 419 crore (margin 9%), though Q4 PAT declined 10% year-over-year to Rs. 138 crore (margin 11%).

• Board recommended a final dividend of Rs. 7 per equity share, up from Rs. 6 last year, subject to shareholder approval.

• Audited standalone and consolidated financial results for FY25 were approved, with an unmodified audit opinion.

Financial highlights

• Standalone revenue for FY25 grew 7% to Rs. 2,901 crore; consolidated revenue was Rs. 4,492 crore, up from Rs. 4,001 crore year-over-year.

• FY25 EBITDA margin stood at 15.2%; Q4 FY25 EBITDA margin was 16.8%.

• Profit after tax for FY25 was Rs. 419 crore; Q4 FY25 PAT was Rs. 138 crore.

• EPS for FY25 was Rs. 52.3, up from Rs. 43.8 in FY24; consolidated EPS was Rs. 52.29.

• Order inflows for FY25 grew 12% year-over-year to Rs. 5,182 crore; orderbook at FY25 end was Rs. 3,118 crore.

Outlook and guidance

• Management remains optimistic about future growth, supported by a strong order book and strategic focus on business opportunities.

• Ongoing improvements in operations, digital strategy, and market penetration are expected to drive scalability and margin improvement.

• Strategic focus on value-added products, digital services, and global expansion, with plans to monetize digital IP and expand subscription-based offerings.

• No specific revenue or margin guidance provided, but management strives for year-on-year growth and sees potential for margin expansion.