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    Kalyani Forge

    KALYANIFRG
    Capital Goods·28 May 2025
    Management Summary

    Kalyani Forge delivered a strong financial performance in FY25, achieving its highest PAT and EBITDA in a decade, driven by operational efficiencies and strategic business mix changes. Despite flat revenue for the full year, new order wins reached an all-time high of ₹115 crores. The company is actively investing in CapEx for modernization and capacity expansion, with a focus on improving margins and targeting healthy top-line growth in the coming years.

    Highlights

    5
    • FY25 PAT of ₹8.3 crores is the highest in 10 years, marking an 80.43% increase over FY24's ₹4.6 crores.

    • FY25 EBITDA reached ₹26.5 crores, also a 10-year high, representing a 49.7% increase from FY24's ₹17.7 crores.

    • Q4 FY25 PAT significantly improved to ₹2.23 crores, a 214% increase compared to ₹0.71 crores in Q4 FY24.

    • New order wins for FY25 hit an all-time high of ₹115 crores, a 21% increase from ₹95 crores in FY24.

    • The company declared a dividend of ₹4 per share for FY25, the highest in the last five years, reflecting strong shareholder returns.

    Concerns

    2
    • FY25 revenue remained flat at ₹239.2 crores compared to ₹240 crores in FY24, despite new business wins, due to shedding non-profitable business and market factors.

    • Management noted a reduction in demand in the automotive space in Q3 FY25, indicating market volatility.

    What Changed1

    vs Q1 FY26

    Risks discussed4 → 2 (-2)
    Key financials

    Metrics

    8

    Periods

    2

    Q4 FY25

    4
    • Revenue
      ₹59.34 Cr
      YoY+4.4%QoQ+1.3%
    • PAT
      ₹2.23 Cr
      YoY+2.1%
    • EBITDA
      ₹6.74 Cr
    • EBITDA Margin
      11.4%

    FY25

    4
    • Revenue
      ₹239.2 Cr
      YoY-0.3%
    • PAT
      ₹8.3 Cr
      YoY+80.4%
    • EBITDA
      ₹26.5 Cr
      YoY+49.7%
    • EBITDA Margin
      11.1%

    Order Book

    high confidence

    Total Value

    ₹ 350 crores

    as of 2024-03-31

    quantified

    Execution

    The 350 crores order book includes multi-year programs.

    Composition

    New business SOPs(other)
    ₹ 50 crores

    "The company achieved all-time high new order wins of ₹115 crores in FY25, which represents peak annual sales value from new programs."

    Source:
    Q&A

    Capital allocation

    4
    high confidence
    CategoryHeadline
    Capex

    ₹25 crores

    new plan — FY26 budget approved by CapEx allocation committee and board. · Term loans secured for funding this CapEx of FY26

    Debt

    Debt disclosed

    Dividend

    ₹4/share (final)

    Liquidity

    Liquidity disclosed

    Company is comfortable from a funding standpoint for FY26 CapEx due to secured term loans.

    Guidance & targets

    8
    CategoryTargetPriority
    Profitability
    Sustainable EBITDA Margin
    10-12%
    High
    Profitability
    Long-term EBITDA Margin Goal
    15%
    Medium
    Revenue
    Top Line Growth
    healthy growth
    Medium
    Revenue
    Top Line Growth
    substantially increase
    Medium
    Exports
    Exports as % of Total Revenues
    50%
    High
    Volume
    Tonnage Production
    some increase
    Low
    Efficiency
    Employee Cost as % of Sales
    come down
    Medium
    Efficiency
    Asset Turnover Ratio
    2:1
    Medium

    Top Line Growth

    next quarter (Q1 FY26)
    CurrentFY25 revenue flat at ₹239.2 crores
    TargetHealthy growth / Substantial increase

    Why it matters

    Revenue growth is crucial for breaking the 10-year flat trend and leveraging improved profitability from operational efficiencies.

    We are expecting a healthy growth in the next year as we are focusing a lot on our sample development, start of SOPs, and ensuring the capacities are in place or ramped up for the additional revenues. So that is the very concerted effort that we will be taking to ensure a significant growth in top line as well in the coming year.

    How to verify

    key_financials.metrics[label='Revenue (Q1 FY26)'].yoy_growth

    Risks & concerns

    2
    RiskSeverity

    Automotive Market Demand Reduction

    Reduction in demand in the automotive space was observed in Q3 FY25, impacting overall revenue.Management acknowledged

    medium

    Tonnage Production Prediction Difficulty

    Management stated that predicting exact tonnage production for the next year is difficult as it is a forward-looking prediction.Management acknowledged

    low

    Q&A highlights

    8

    “The 350 crores that we showed in last year, I mean, in the last one of the earlier presentations, was an overall order book value, which includes multi-year programs. The 115 crores are a peak annual values for these programs. So we have just made our measurement much more consistent so that we can compare these numbers to the sales figures.”

    Clarifies the distinction between total multi-year order book and annual new order wins, providing clarity on reported figures.

    asked by Mr. Harish Chawla

    3 min read6 chapters

    Detailed Narrative

    01

    Q4 & FY25 Financial Performance Highlights

    Kalyani Forge reported a robust financial performance for FY25, achieving its highest PAT and EBITDA in a decade. Full-year PAT stood at ₹8.3 crores, an 80.43% increase from ₹4.6 crores in FY24, while EBITDA grew by 49.7% to ₹26.5 crores from ₹17.7 crores. Q4 FY25 also saw significant improvement, with PAT reaching ₹2.23 crores, a 214% jump from ₹0.71 crores in Q4 FY24. Despite these profit gains, FY25 revenue remained flat at ₹239.2 crores, slightly down from ₹240 crores in FY24, attributed to shedding non-profitable business and market factors.

    02

    Growth Formula and Business Development

    The company's growth is underpinned by a formula of strong execution, business development, and CapEx. FY25 saw all-time high new order wins of ₹115 crores, a 21% increase over FY24's ₹95 crores. This growth is supported by new machine connecting rod programs with SOPs commencing in Q4, and samples approved for a new high-volume automotive export order. Kalyani Forge also received a collaboration excellence award from Mahindra for fast development of connecting rods, highlighting strong OEM relationships.

    03

    Capital Expenditure and Modernization Initiatives

    Kalyani Forge is committed to continuous investment, with CapEx of ₹24.4 crores in FY25 and an approved budget of ₹25 crores for FY26. This CapEx is strategically allocated towards reconditioning old forging presses, a forging modernization program, and machining capacity additions for products like connecting rods, driveline, and axle parts. The goal is to improve operational efficiencies, product quality, and OEEs, ensuring existing margins are maintained or increased. Fixed assets at Q4 end stood at ₹60.4 crores, with ₹15 crores in Capital Work In Progress.

    04

    Operational Efficiency and Sustainability Focus

    Operational efficiency is a key driver for margin expansion, with FY25 EBITDA margin improving to 11.1% from a previous 7-8% trend. Initiatives include improved sales mix, removal of non-strategic businesses, and a detailed energy audit to identify power cost reduction and energy efficiency areas. The company also achieved a sustainability assessment score exceeding 70%, which is becoming an important factor for winning orders. A new CHRO has been appointed to strengthen HR and cultural transformation towards a performance-oriented organization.

    05

    Strategic Market Diversification and Export Growth

    The company is diversifying its product offerings across engine, driveline, and axle components, serving commercial vehicles, passenger cars, industrials, and agro segments. Exports increased by 11% in FY25 to ₹48 crores (approx. 20% of total revenue), with a strategic target to increase this to 50% of total revenues in the next few years. Kalyani Forge is also present in the railway sector with niche components for braking systems and has started a project in the defence sector, aligning with its long-term growth strategy.

    06

    Capital Structure and Shareholder Returns

    Kalyani Forge is prudently managing its capital structure, securing term loans for FY26 CapEx without planning additional debt for the current plan and actively retiring older debt. The company maintains a close watch on its debt-to-equity ratio. For shareholder returns, a dividend of ₹4 per share was declared for FY25, the highest in the last five years. The board plans to discuss a formal dividend policy in upcoming meetings, and an equity capital raise is under evaluation for future growth.

    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.