Skip to content

    Kalyani Forge

    KALYANIFRG
    Capital Goods·13 Nov 2025
    Management Summary

    Kalyani Forge reported a resilient Q2 FY26, with PAT margin improving by 53% and EBITDA margin reaching 12.6% despite a revenue decline to ₹56.23 crores, primarily due to US tariff impacts. The company focused on cost control, operational efficiency, and strategic project execution, including acquiring a new MNC customer in the Axel segment. While US tariffs remain a near-term headwind, management is confident in H2 growth driven by new business ramp-ups and existing business cycles, alongside ongoing preparations for capital infusion.

    Highlights

    5
    • PAT margin improved by 53% from the previous quarter through cost control, clean audit actions, and operational efficiency.

    • EBITDA margin grew to 12.6% (₹7.11 crores), marking its highest in the last four quarters, despite a reduction in exports.

    • The company acquired a new MNC customer in the Axel business, with orders valued at ₹5-10 crores per annum expected to kick in over the next six months.

    • Strategic projects, including the Vrindhi Council, delivered significant gains and savings worth ₹17 crore.

    • Successfully ramped up high volume non-auto export business in the US and commenced SOP for new transmission business in Europe, diversifying export base.

    Concerns

    3
    • Total income reduced to ₹56.23 crores, largely due to U.S. tariff-related exports coming down and customer destocking.

    • Employee costs increased due to clean audit actions (unprovisioned costs) and new recruitment, contributing to profitability impact.

    • The US tariff situation is expected to continue impacting business in Q3, although internal efficiency efforts are ongoing.

    What Changed3

    vs Q3 FY26

    Guidance items5 → 6 (+1)Risks discussed2 → 3 (+1)Q&A highlights8 → 6 (-2)

    Key financials

    Single quarter

    05 metrics
    1. 01Total Income₹56.23 Cr-9.3%YoY
    2. 02PAT₹2.15 Cr+53.6%QoQ
    3. 03EBITDA₹7.11 Cr
    4. 04EBITDA Margin12.6%
    5. 05Forex Gain₹0.94 Cr

    Segment breakdown

    Engine
    62% Revenue Share
    Driveline
    19% Revenue Share
    Axel
    10% Revenue Share
    Other Products
    10% Revenue Share
    List

    Order Book

    medium confidence

    Inflow this qtr

    ₹ 7.5 crores

    Execution

    kick in over a period of six months

    Pipeline

    L1 awaiting loa

    200 crore order pipeline (95 crores + 115 crores)

    Cancellations / Deferrals

    • deferred:US truck-related business reduced due to tariffs and stock reduction, leading to minimized customer schedules and destocking.

    "The company is focusing on converting its 200 crore order pipeline into SOP in H2, alongside new order wins in the Axel segment and ramp-ups in Europe, despite temporary US tariff-related headwinds."

    Source:
    Prepared remarks

    Capital allocation

    3
    medium confidence
    CategoryHeadline
    Capex

    ₹7 crores

    Debt

    Net ₹24 crores

    Liquidity

    Liquidity disclosed

    Cash flow and working capital improvement actions are underway to fuel growth, with working capital requirements expected to increase.

    Guidance & targets

    6
    CategoryTargetPriority
    Volume
    Driveline and Axel product group growth
    much more growth
    Medium
    New Business
    New MNC Axel business commencement
    kick in
    High
    New Business
    Europe transmission business scaling up
    scaling up
    Medium
    Capex
    CapEx program completion
    100%
    High
    Order Book Conversion
    Conversion of 200 crore order pipeline into SOP
    200 crores
    High
    Revenue
    Overall growth
    better growth
    Medium

    New MNC Axel business commencement

    next 6 months
    CurrentOrder won in Q2, business to kick in over 6 months.
    TargetCommercial operations/revenue generation from new MNC Axel customer.

    Why it matters

    This new order is expected to add ₹5-10 crores per annum and is a key driver for Axel segment growth.

    Acquired a new MNC customer in the Axel business in Q2 and we recently won their order. This business will kick in in the next over a period of six months based on validation cycles.

    How to verify

    guidance_and_targets[metric='New MNC Axel business commencement']

    Risks & concerns

    3
    RiskSeverity

    U.S. tariff-related exports reduction and customer destocking

    Reduced total income and impacted US truck-related business, with Q3 expected to see similar impacts.Management acknowledged

    high

    Increased employee costs

    Due to clean audit actions (unprovisioned costs) and new recruitment for strengthening execution, contributing to profitability impact.Management acknowledged

    medium

    Customer validation cycles and lead times for new order execution

    Delays the conversion of new order wins into production, impacting revenue recognition.Management acknowledged

    medium

    Q&A highlights

    6

    “As I said, largely it is due to the exports reduction. Our customers, some of our customer schedules have been really minimized because the end customer has destocking and they want to wait for the tariff clarity to come out, which as per the news, it should be coming up pretty soon.”

    Directly addresses the revenue decline and margin pressure, attributing it to external factors (US tariffs, destocking) and internal (clean audit, new recruitment).

    asked by Mr. Saket Kapoor

    2 min read5 chapters

    Detailed Narrative

    01

    Q2 FY26 Financial Performance Overview

    Kalyani Forge reported a total income of ₹56.23 crores for Q2 FY26. Despite a reduction in revenue, largely attributed to U.S. tariff-related export challenges, the company significantly improved its profitability. PAT increased to ₹2.15 crores from ₹1.4 crores in the previous quarter, marking a 53% improvement. The EBITDA margin reached 12.6% (₹7.11 crores), which is the highest in the last four quarters and comparable to Q2 last year, driven by cost control and operational efficiency.

    02

    Impact of US Tariffs and Export Strategy

    The company's revenue was impacted by U.S. tariff-related exports reduction, with export sales falling to around 20% of total sales from 23% in the previous quarter. Management noted that customers are destocking and awaiting tariff clarity, which has minimized customer schedules. Despite these headwinds, Kalyani Forge's export strategy remains on track, with new high-volume non-auto export business ramped up in the US and new transmission business consignments commenced in Europe, which is expected to scale up in coming quarters.

    03

    Strategic Focus on Governance, Compliance, and Operational Efficiency

    Kalyani Forge emphasized its special focus on Governance and compliance, completing clean audit reviews and implementing new ERP controls using SAP software. The company also implemented compliance software for full visibility across departments, leading to an increased Internal Financial Control (IFC) score. These initiatives, along with cost control and operational efficiency, contributed to the 53% PAT margin improvement and 12.6% EBITDA margin.

    04

    CapEx and New Business Development

    The company commissioned ₹7 crores worth of projects in Q2, increasing its fixed asset property, plant, and equipment from ₹62 crores to ₹69.1 crores. Approximately 58% of the CapEx program, which includes Recon & Productivity, Ramp-up business, New business, and Infrastructure upgrades, is either in process or completed, with an endeavor to reach 100% by year-end. Kalyani Forge also secured a new MNC customer in the Axel business, with an order valued at ₹5-10 crores per annum, expected to commence production within six months.

    05

    H2 FY26 Outlook and Capital Infusion Plans

    Management anticipates better growth and market pull in the second half of FY26, driven by increasing startup production of new businesses and improving business cycles. A key focus for H2 is converting a ₹200 crore order pipeline into SOP. The company is also making internal preparations for fundraising and increasing equity to support growth and manage rising working capital requirements, with announcements expected once a clear corporate action plan is finalized.

    This is an AI-generated summary of a publicly available earnings call transcript. It is for informational purposes only and does not constitute investment advice, a recommendation, or an endorsement. inve.money is not a SEBI-registered investment advisor. Please consult a qualified financial advisor before making any investment decisions.