Kirloskar Oil Engines (KIRLOSENG) Q4 25/26 earnings summary

Executive summary

• Achieved record consolidated and standalone revenues in Q4 FY26 and FY26, with strong growth across B2B, B2C, and Financial Services segments.

• Standalone and consolidated PAT grew significantly year-over-year, with improved margins and operational efficiency.

• Achieved 22% consolidated revenue growth and became a top 10 global manufacturer by volume in industrial and power gen sectors.

• Sold over 1 million pumps and crossed INR 1,000 crore in international gross sales.

• Final dividend of ₹4.50 per equity share (225% of face value ₹2) recommended for FY 2025-26, subject to AGM approval.

Financial highlights

• Standalone Q4 FY26 net sales rose 24% YoY to ₹1,521.7 Cr; FY26 up 25% YoY to ₹5,603.8 Cr.

• Standalone EBITDA for FY26 increased 24% YoY to ₹737.3 Cr; margin steady at 13.1%.

• Standalone net profit for FY 2025-26 was ₹461.02 crore, up from ₹431.99 crore in FY 2024-25.

• Consolidated revenue from operations for FY 2025-26 was ₹7,701.01 crore, up from ₹6,329.14 crore year-over-year.

• Consolidated PAT for FY26 up 18% YoY to ₹557.7 Cr; PAT margin at 7.2%.

Outlook and guidance

• Targeting to become a $2 billion company by FY 2030; progress is on track.

• Committed to sustainable, long-term growth with focus on both domestic and international expansion.

• Strategic shift in B2C toward last-mile sales and new product launches to drive future growth.

• Continued focus on growing secured granular retail business in financial services.

• The company will continue to evaluate the impact of the new Labour Codes and account for any further implications as they become measurable.