Kirloskar Ferrous Industries Releases Q3FY26 Presentation Ahead of February 11 Call

2 min read     Updated on 07 Feb 2026, 06:33 PM
scanx
Reviewed by
Jubin VScanX News Team
Overview

Kirloskar Ferrous Industries has released its Q3FY26 presentation ahead of the February 11 investor conference call, reporting revenue of ₹1,589.9 crore with EBITDA margin of 11.5%. While facing challenging market conditions with pig iron and steel realizations at five-year lows, the company maintained stable profitability and completed planned maintenance activities across key facilities.

32015033

*this image is generated using AI for illustrative purposes only.

Kirloskar Ferrous Industries Limited has released its presentation materials for the Q3FY26 investor conference call scheduled for February 11, 2026. The company uploaded the comprehensive presentation on its website ahead of the earnings discussion with investors and analysts.

Q3FY26 Financial Performance

The company reported mixed quarterly results with revenue declining sequentially but maintaining stable profitability margins. Key standalone financial metrics for the quarter demonstrate the impact of challenging market conditions on the steel and pig iron sectors.

Metric: Q3 FY26 Q2 FY26 Q3 FY25 QoQ Change YoY Change
Revenue: ₹1,589.9 crore ₹1,728.0 crore ₹1,609.3 crore -8.0% -1.2%
EBITDA: ₹182.7 crore ₹213.6 crore ₹176.6 crore -14.5% +3.5%
EBITDA Margin: 11.5% 12.4% 11.0% -90 bps +50 bps
PBT: ₹99.0 crore ₹125.9 crore ₹85.0 crore -21.4% +16.5%
PAT: ₹57.5 crore ₹92.3 crore ₹61.2 crore -37.7% -6.0%

Business Environment and Operations

The company faced headwinds from deteriorating market conditions during the quarter. Pig iron and steel realizations declined to five-year lows due to oversupply and subdued demand. However, early recovery signals emerged in January 2026, indicating improving market sentiment.

Despite challenging conditions, casting demand remained resilient with strong and stable growth. The company successfully completed planned maintenance shutdowns at Hiriyur, Baramati, and Jejuri facilities, strengthening operational reliability.

Volume and Realization Trends

Sales volumes showed mixed performance across product segments, with total standalone volume reaching 1,20,989 MT in Q3FY26 compared to 1,31,508 MT in the previous quarter.

Product Segment: Q3 FY26 Volume QoQ Change YoY Change Q3 FY26 Realization (₹/MT)
Pig Iron: - -8% +1% ₹36,704
Casting: - -4% +12% ₹1,22,518
Steel: - +8% +49% ₹71,928
Tubes: - -20% -9% ₹1,12,122

Conference Call Details

The earnings conference call will be hosted by Antique Stock Broking Limited on Wednesday, February 11, 2026 at 3:00 p.m. IST. The discussion will focus on unaudited financial results for the quarter and nine months ended December 31, 2025.

Conference Details: Information
Date: February 11, 2026
Time: 3:00 p.m. IST
Management: R.V. Gumaste (MD), R.S. Srivatsan (ED-Finance & CFO)
Host: Antique Stock Broking Limited
Access: Multiple dial-in options available

Strategic Initiatives

The company continues implementing margin improvement initiatives including pulverized coal injection with oxygen enrichment, solar plant commissioning, and debottlenecking of tube plants. A large tubes order execution is scheduled for the coming quarter, providing order book visibility. The presentation materials are available on the company's website at www.kirloskarferrous.com as communicated by Company Secretary Mayuresh Gharpure.

Historical Stock Returns for Kirloskar Ferrous Industries

1 Day5 Days1 Month6 Months1 Year5 Years
+1.94%-4.73%-8.29%-24.64%-13.93%+173.07%
Kirloskar Ferrous Industries
View Company Insights
View All News
like16
dislike

Kirloskar Ferrous Industries Announces Resumption Of Operations At Hiriyur Plant

1 min read     Updated on 14 Jan 2026, 06:06 PM
scanx
Reviewed by
Ashish TScanX News Team
Overview

Kirloskar Industries Limited announced that its listed material subsidiary, Kirloskar Ferrous Industries Limited, has resumed operations at its Hiriyur plant in Karnataka from January 14, 2026. The resumption follows an earlier suspension of operations that was communicated in December 2025, with both parent and subsidiary companies filing regulatory disclosures under SEBI Regulation 30 to ensure transparency with stakeholders.

29939780

*this image is generated using AI for illustrative purposes only.

Kirloskar Industries Limited has announced that its listed material subsidiary, Kirloskar Ferrous Industries Limited, has resumed operations at its Hiriyur plant in Karnataka from January 14, 2026. The announcement was made through regulatory filings to both BSE Limited and National Stock Exchange of India Limited under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Operational Resumption Details

Kirloskar Ferrous Industries Limited informed the stock exchanges that operations at the Hiriyur plant have resumed from January 14, 2026. This announcement comes as a continuation of an earlier communication referenced as letter number 3261/25 dated December 11, 2025, which had indicated the suspension of operations at the facility.

Parameter: Details
Plant Location: Hiriyur, Karnataka
Resumption Date: January 14, 2026
Reference Communication: Letter No. 3261/25 dated December 11, 2025
Current Communication: Letter No. 3276/26 dated January 14, 2026
Regulatory Framework: SEBI Regulation 30

Parent Company Communication

Kirloskar Industries Limited, as the parent company, separately communicated this development to the stock exchanges, emphasizing that Kirloskar Ferrous Industries Limited is a listed material subsidiary. The parent company's communication was signed by Company Secretary Ashwini Mali and digitally authenticated on January 14, 2026.

Regulatory Compliance

Both companies ensured full regulatory compliance with SEBI's listing obligations, maintaining transparency with stakeholders regarding material operational changes. Kirloskar Ferrous Industries Limited's communication was signed by Company Secretary Mayuresh Vinayak Gharpure and digitally authenticated on January 14, 2026.

Significance for Operations

The resumption of the Hiriyur plant operations represents a restoration of production capacity for Kirloskar Ferrous Industries Limited. The Karnataka facility's return to active status follows a period of suspended operations, as indicated by the reference to the December 2025 communication. This development is expected to contribute to the company's overall operational efficiency and production capabilities in the steel sector.

Historical Stock Returns for Kirloskar Ferrous Industries

1 Day5 Days1 Month6 Months1 Year5 Years
+1.94%-4.73%-8.29%-24.64%-13.93%+173.07%
Kirloskar Ferrous Industries
View Company Insights
View All News
like19
dislike

More News on Kirloskar Ferrous Industries

1 Year Returns:-13.93%