Kirloskar Brothers (500241) Q4 24/25 earnings summary

Executive summary

• Consolidated revenues for FY25 reached Rs. 4,492 crore, up 12% year-over-year, driven by strong demand across domestic and international markets and a focus on innovation and operational excellence.

• EBITDA for FY25 grew 18% year-over-year to Rs. 681 crore (margin 15.2%), with Q4 EBITDA at Rs. 215 crore (margin 16.8%).

• 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%).

• Subsidiaries showed strong growth: Kirloskar Corrocoat up 48% and Karad Projects and Motors up 13% in FY25.

• Board recommended a final dividend of Rs. 7 per equity share (350% of face value), up from 300% last year, subject to shareholder approval.

Financial highlights

• FY25 consolidated revenue from operations was Rs. 44,922 million, up from Rs. 40,012 million in FY24.

• FY25 net revenue from operations was Rs. 4,492 crore, compared to Rs. 4,001 crore in FY24.

• FY25 EBITDA was Rs. 681 crore (margin 15.2%), up from Rs. 578 crore in FY24.

• FY25 PAT was Rs. 419 crore; consolidated net profit after tax was Rs. 4,034 million, compared to Rs. 3,396 million in the previous year.

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

Outlook and guidance

• Management remains optimistic about future growth, supported by a strong order funnel and high hit ratio.

• Robust orderbook of Rs. 3,118 crore at FY25 end, indicating strong revenue visibility.

• Focus on expanding service revenues, digital strategy, and operational improvements to drive scalability and margin improvement.

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