Bharat Forge

    BHARATFORG
    Automobile and Auto Components·12 Feb 2026
    Management Summary

    Bharat Forge delivered a strong Q3 FY26 for standalone operations, driven by domestic automotive and defense, with sequential revenue growth and stable margins. Indian subsidiaries, particularly JSA, showed robust performance. However, export revenues were affected by North American truck market destocking and US aluminum tariffs. The company secured significant new orders, especially in defense, and anticipates strong growth in defense and aerospace, alongside plans for a major specialty steel project in Odisha.

    Highlights4
    • Standalone revenues increased 7% sequentially to INR 2,084 crores, achieving an EBITDA of INR 569 crores and a margin of 27.3%.
    • Indian subsidiary JSA's top line grew 22% and EBITDA grew 39%, while K Drive's EBITDA jumped from 3% to 5%.
    • New business secured this quarter totaled INR 2,388 crores, with defense contributing INR 1,878 crores.
    • Defense business is expected to grow 30-40% plus next year, and aerospace is also projected for very strong growth.
    Concerns Noted3
    • Continued destocking in the North American truck market adversely impacted export revenues in Q3 FY26.
    • Tariffs on aluminum into the US are impacting the profitability and demand in the US aluminum business.
    • European operations face 'patchy demand' and 'secular problems', with management evaluating restructuring options for the steel business.
    What Changed2

    vs Q4 FY26

    Guidance items9 → 7 (-2)Risks discussed5 → 3 (-2)
    Numbers6

    Key Financials

    MetricValueYoY
    Standalone Revenue₹2.1K Cr
    Standalone EBITDA₹569 Cr
    Standalone EBITDA Margin27.3%
    Consolidated Revenue₹4.3K Cr
    Consolidated EBITDA Margin17.3%
    Standalone 9M Revenue₹6.1K Cr

    Segment Breakdown

    Indian Subsidiaries (JSA - Casting)
    0.22% Top Line Growth0.39% EBITDA Growth
    Indian Subsidiaries (K Drive)
    3% EBITDA Margin5% EBITDA Margin (QoQ Jump)
    Overseas Subsidiaries (EU)
    ₹39 Cr EBITDA60% Utilization
    Overseas Subsidiaries (US Aluminum)
    ₹10 Cr EBITDA65% Utilization
    Overseas Subsidiaries (US Losses 9M)
    0.5% Loss Reduction
    Trend6

    Historical Trend

    Last 6Q
    MetricLatestTrend
    Standalone Revenue(crores)8396
    Standalone EBITDA(crores)569
    Standalone EBITDA Margin27.5%
    Consolidated Revenue(crores)16812
    Consolidated EBITDA(crores)2921
    Consolidated EBITDA Margin17.3%

    Order Book

    high confidence

    Inflow this qtr

    ₹ 2,388 crores

    Execution

    Small arms: 5 years; Other defense: mostly 4 years

    Composition

    Defense(product)
    ₹ 1,878 crores
    Component Business(product)
    ₹ 378 crores
    Casting(product)
    ₹ 78 crores
    K Drive(product)
    ₹ 55 crores

    "The company secured significant new business across key segments, particularly in defense, with long execution timelines."

    Source:
    Prepared remarks
    Capital4

    Capital Allocation

    high confidence
    CategoryHeadline
    Capex

    ₹3,000 crores

    Debt

    Debt disclosed

    M&A

    JSA

    divestment · closed · Consideration ₹NaN (cash)

    M&A

    American Axle

    acquisition · integrated

    Promises7

    Guidance & Targets

    CategoryTargetPriority
    Volume
    Defense Business Growth30-40% plus
    High
    Volume
    Aerospace Growthvery strong growth
    Medium
    Market Outlook
    CV Sector India Outlookvery strong
    Medium
    Market Outlook
    Exports Outlookgradual improvement
    Medium
    Revenue Mix
    Defense Revenue Contribution18-20% (or 20-30%)
    Medium
    Capex
    Odisha Project Capex (Bharat Forge share)up to INR 3,000 crores
    High
    Operations
    Europe Restructuring Updateupdate progress
    High
    Watchlist5

    Watch for Next Quarter

    #Metric
    01Europe Restructuring Progress
    02American Axle Market Share Quantification
    03Defense Business Growth
    04Global Truck Business Upcycle Confirmation
    05Odisha Project Capex Commencement
    Risks3

    Risks & Concerns

    SeverityRisk
    medium

    North American Truck Market Destocking

    Continued destocking in the North American truck market adversely impacted export revenues in Q3 FY26.

    Management
    medium

    US Aluminum Tariff Impact

    Tariffs on aluminum into the US are impacting the profitability and demand in the US aluminum business.

    Management
    high

    European Market Secular Problems

    Europe is facing a 'secular problem' and management is evaluating restructuring options for its European steel business.

    Management
    Q&A8

    Q&A Highlights

    Narrative2m

    Detailed Narrative

    7 chapters
    01

    Q3 FY26 Standalone and Consolidated Performance

    Bharat Forge reported strong Q3 FY26 standalone revenues of INR 2,084 crores, marking a 7% sequential increase. Standalone EBITDA stood at INR 569 crores, growing 4.6% quarter-on-quarter, with an EBITDA margin of 27.3%. Consolidated revenues for the quarter were INR 4,343 crores, achieving an EBITDA margin of 17.3%. For the nine months ended December 31, 2025, standalone revenues were INR 6,135 crores with a 27.7% EBITDA margin, and consolidated revenues were INR 12,284 crores with a 17.5% EBITDA margin.

    02

    Indian Subsidiaries Drive Growth

    Indian subsidiaries demonstrated robust performance, contributing significantly to the overall results. JSA, the casting business, recorded a strong 22% growth in top line and a 39% increase in EBITDA. K Drive, a recent acquisition, saw its EBITDA margin improve from 3% to 5% in the quarter, despite a muted top line, indicating operational efficiencies.

    03

    Challenges and Restructuring in Overseas Operations

    Overseas operations faced mixed conditions. European operations maintained stability with an EBITDA of INR 39 crores and utilization levels between 60-65%, despite 'patchy demand' and holiday season impacts. US Aluminum operations generated an EBITDA of INR 10 crores at 65% utilization, but profitability was affected by tariffs on aluminum. Management acknowledged that Europe faces a 'secular problem' and is evaluating restructuring options for its European steel business, with an update expected by the fiscal year-end.

    04

    Significant New Business Wins Across Segments

    The company secured new business worth INR 2,388 crores during the quarter. This includes INR 378 crores for the component business, a substantial INR 1,878 crores for defense, INR 78 crores for casting, and INR 55 crores for K Drive. These wins highlight broad-based demand and strong order inflows across Bharat Forge's key business segments.

    05

    Strategic Focus and Growth Outlook for Defense and Aerospace

    Bharat Forge is strategically focused on and anticipates strong growth in its defense and aerospace sectors. The defense business is projected to achieve a 30-40% plus growth next year, driven by the commencement of ATAGS orders and CQB carbine production. Management believes defense could eventually contribute 18-30% of overall revenues, up from the current 10-11%. The aerospace segment is also expected to see 'very strong growth' in the coming years due to new programs and capacity additions.

    06

    Odisha Green Field Project and Future Capex

    The Kalyani Group is planning a large-scale project in Odisha with a total investment of INR 17,000 crores. Bharat Forge's share of this investment is projected to be up to INR 3,000 crores, earmarked for forging, machining, and potentially casting facilities. This project is considered the 'next growth phase' after existing expansions and is expected to commence beyond the next fiscal year.

    07

    Performance of American Axle Acquisition

    The acquisition of American Axle has performed well, contributing to a nearly 200 basis points improvement in margins. Management views this as a successful acquisition in a high-growth sector, noting significant new business wins from Indian OEMs. While market share gains were confirmed, specific quantification was deferred to the next quarter.

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