Kalyani Forge Limited has made the video and audio recordings of its analyst and investor conference call held on May 26, 2026, available for public access. The recordings are hosted on the company's official website and can be found under the Investors section, specifically within the Investor/Analyst Call subsection.

The disclosure was submitted to the Bombay Stock Exchange Limited and the National Stock Exchange Of India Limited. The notification references Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

The filing was digitally signed by Viraj G. Kalyani, Managing Director of Kalyani Forge Limited , on May 27, 2026. The company's registered office is located at Shangrila Gardens, 1st Floor, 'C' Wing, Opp. Bund Garden, Pune.

Access Details

Investors and analysts can access the conference call recordings through the following path on the company's website:

The company has requested the stock exchanges to place this information on their records.

Kalyani Forge Limited reported its highest annual profitability in approximately 14 years for FY26, with a Profit After Tax (PAT) of ₹9.32 crore. The company achieved a record EBITDA margin of 15.2% in Q4 FY26, marking the second consecutive quarter above 15%, driven by strong execution and business mix optimization. The net margin exceeded 10% for the quarter ended March 31, 2026. The Board of Directors recommended a dividend of ₹4 per equity share, subject to shareholder approval at the ensuing Annual General Meeting.

Financial Performance

The company's operational efficiency improved significantly, with FY26 EBITDA rising to ₹31.58 crore, a margin of 13.3% compared to 11.1% in FY25. Profit Before Tax (PBT) for FY26 stood at ₹14.37 crore, a 23.8% year-on-year increase. In Q4 FY26, PBT was ₹6.13 crore and PAT was ₹5.88 crore.

Strategic Developments

Kalyani Forge secured three major order wins in Q4, including an OEM Wheel Hub contract with an estimated annual value of ₹20 crore, alongside orders from SKF and Schaeffler, which are ramping up from Q1 FY27. The company has rationalized inventory by ₹21.7 crore, reducing it from ₹57.2 crore to ₹35.5 crore, resulting in meaningful working capital improvement.

Capital expenditure efforts yielded results, with Property, Plant and Equipment (PPE) reaching ₹86.5 crore compared to ₹60.4 crore in FY25. Capital Work-in-Progress (CWIP) stood at ₹10.3 crore. The Fixed Asset Turnover improved to 3.5x against an industry standard of 1.5–2x.

Business Outlook

Management highlighted that ROCE improved from 14% in Q1 FY26 to 18% in Q4 FY26. The company has initiated Phase 4 of its Business Mix Optimization, focusing on resource re-allocation to core customers and high-volume business. For FY27, the focus remains on profitable growth, reducing the Cash Conversion Cycle, improving ROCE, and sustaining EBITDA margins above 15%.