Kirloskar Oil Engines Limited · NSE:KIRLOSENG
Kirloskar Oil Engines — Q3 FY26 Earnings Presentation
19 slides from Kirloskar Oil Engines's earnings presentation, Feb 11, 2026
Slide 1: Exchange filing cover letter
Date: 11th February 2026 BSE Scrip Code: 533293 NSE Scrip Code: KIRLOSENG To To Corporate Relationship Department Listing Department BSE Limited National Stock Exchange of India Ltd. 1st Floor, Rotunda Building, Exchange Plaza, C -1, Block G, Dalal Street, Fort, Bandra-Kurla Complex, Bandra (E), Mum
Slide 2: Earnings Call Presentation Q3 FY26
Earnings Call Presentation Q3 FY26 12th February 2026
Slide 3: Disclaimer & Safe Harbor Statement
DISCLAIMER & SAFE HARBOR STATEMENT Statements in this presentation, particularly those which relate to management’s views and analysis, describing the Company’s objectives, projections, estimates and expectations may constitute “forward looking statements” within the meaning of applicable laws and r
Slide 4: KOEL Group
KOEL GROUP KOEL Fluid Dynamics Arka Financial Kirloskar Americas Kirloskar (P) Limited (“KFD”)1 Holdings (P) Ltd4 Corporation2 International ME (100%) (100%) (100%) FZE (100%)7 Engines LPG, LLC dba Arka Investment KOEL- Earnings Call – Q3 FY26 – KOEL Group Arka Fincap Ltd3 Wildcat Power Gen6 Advisor
Slide 5: Content
CONTENT ▪ BUSINESS OVERVIEW ▪ STANDALONE ▪ SALES HIGHLIGHTS ▪ CONSOLIDATED ▪ SEGMENT OVERVIEW ▪ FINANCIAL OVERVIEW 4
Slide 6: Business Overview: Products to Business Segments
Products to Business Segments… Product Lines Business Segments B2B Business (Standalone) Engines and Gensets Power Gen Industrial Engines Industrial Power Solutions for Large / Institutional Project Clients (Marine, Defence etc) Distribution After Sales Support and Aftermarket International Business
Slide 7: Standalone Sales Highlights – Q3 FY26 YoY
STANDALONE SALES HIGHLIGHTS – Q3 FY26 YoY Total Sales Power Gen Industrial Distribution & After International B2B Market 35% 44% 41% 14% 26% 1,371 390 140 603 238 208 112 1,015 277 418 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 KOEL- Earnings Call – Q3 FY26 – Sta
Slide 8: Standalone Sales Highlights – YTD FY26 YoY
STANDALONE SALES HIGHLIGHTS – YTD FY26 YoY Total Sales Power Gen Industrial Distribution & After International B2B Market 25% 33% 22% 13% 26% 1,890 4,082 431 1,426 1,074 687 3,257 882 608 341 YTD FY25 YTD FY26 YTD FY25 YTD FY26 YTD FY25 YTD FY26 YTD FY25 YTD FY26 YTD FY25 YTD FY26 KOEL- Earnings Cal
Slide 9: Consolidated Segment Performance Overview – B2B
CONSOLIDATED SEGMENT PERFORMANCE OVERVIEW – B2B Segment Revenue Trend* Performance Updates All amounts are in “₹ Crore” ▪ Q3 FY26 recorded the highest ever 3rd quarter sales Domestic Export 1,457 1,396 ▪ Highest ever quarterly sales in Industrial (driven by Defence, 1,241 1,276 165 147 1,027 153 125
Slide 10: Consolidated Segment Performance Overview – B2C
CONSOLIDATED SEGMENT PERFORMANCE OVERVIEW – B2C Segment Revenue Trend* Performance Updates All amounts are in “₹ Crore” Domestic Export ▪ Top line growth of 18% year on year 305 292 ▪ Strategic restructuring of B2C operations came into effect from 258 249 72 211 67 73 October 11th; business transfer
Slide 11: Consolidated Segment Performance Overview – Financial Services
CONSOLIDATED SEGMENT PERFORMANCE OVERVIEW – FINANCIAL SERVICES Segment Revenue Trend Performance Updates All amounts are in “₹ Crore” ▪ KOEL’s total investment in AFHPL as on 31st December 2025 stood at 235 227 1,053 crores# 212 204 194 ▪ AFHPL Consolidated revenue from operations stood at 227 crore
Slide 12: Content
CONTENT ▪ BUSINESS OVERVIEW ▪ FINANCIAL OVERVIEW ▪ STANDALONE ▪ PERFORMANCE HIGHLIGHTS ▪ PROFIT AND LOSS STATEMENT ▪ WORKING CAPITAL AND NET CASH POSITION ▪ CONSOLIDATED ▪ PERFORMANCE HIGHLIGHTS ▪ PROFIT AND LOSS STATEMENT ▪ SEGMENT RESULTS 11
Slide 13: Standalone – Performance Highlights
STANDALONE^ – PERFORMANCE HIGHLIGHTS All amounts are in “₹ Crore” Sales EBITDA* & Margin* PAT* & Margin* 35% 59% 80% 1,449 1,371 204 169 133 Quarterly 14.0% 12.2% 1,015 10.3% 102 106 -5% 57 9.1% 7.4% -17% -23% 5.5% Q3 FY25 Q2 FY26 Q3 FY26 Q3 FY25 Q2 FY26 Q3 FY26 Q3 FY25 Q2 FY26 Q3 FY26 KOEL- Earning
Slide 14: Standalone – Profit and Loss Statement
STANDALONE - PROFIT AND LOSS STATEMENT All amounts are in “₹ Crore” Particulars Q3 FY26 Q2 FY26 Q-o-Q Q3 FY25 Y-o-Y YTD FY26 YTD FY25 Y-o-Y2 Net Sales 1,370.8 1,449.3 -5% 1,014.8 35% 4,082.2 3,256.3 25% Other Operating Income 9.8 10.2 -4% 9.5 3% 30.0 28.2 6% Revenue From Operations 1,380.6 1,459.5 -
Slide 15: Standalone Working Capital and Net Cash Position
STANDALONE WORKING CAPITAL AND NET CASH POSITION All amounts are in “₹ Crore” Inventories Receivables 80 Days 51 Days 56 Days 64 Days 66 Days 45 Days 41 Days 42 Days 40 Days 44 Days 675 669 776 654 704 562 595 610 565 459 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY2
Slide 16: Consolidated – Performance Highlights
CONSOLIDATED^ – PERFORMANCE HIGHLIGHTS All amounts are in “₹ Crore” Sales PAT* & Margin* 29% 89% Quarterly 1,935 1,859 159 1,436 126 8.2% 67 6.7% -4% 4.6% -21% Q3 FY25 Q2 FY26 Q3 FY26 Q3 FY25 Q2 FY26 Q3 FY26 KOEL- Earnings Call – Q2 FY26 – Consolidated Financial Overview Sales PAT* & Margin* 22% 38%
Slide 17: Consolidated – Profit and Loss Statement
CONSOLIDATED - PROFIT AND LOSS STATEMENT All amounts are in “₹ Crore” Particulars Q3 FY26 Q2 FY26 Q-o-Q Q3 FY25 Y-o-Y YTD FY 26 YTD FY 25 Y-o-Y Net Sales* 1,859.0 1,935.1 -4% 1,435.9 29% 5,542.9 4,541.2 22% Other Operating Income 13.6 15.3 -11% 13.4 2% 41.9 38.6 8% Revenue From Operations 1,872.6 1,
Slide 18: Segment Results – Consolidated
SEGMENT RESULTS - CONSOLIDATED All amounts are in “₹ Crore” Particulars Q3FY26 Q2FY26 QoQ Q3FY25 YoY YTD FY26 YTD FY25 YoY Segment Revenue B2B 1,396.2 1,456.6 -4% 1,027.1 36% 4,129.1 3,289.3 26% B2C 249.4 258.4 -3% 210.6 18% 799.6 714.0 12% Financial Services 227.1 235.3 -4% 211.6 7% 656.1 576.5 14%
Slide 19: For Further Information Please Contact
For Further Information Please Contact: KOEL Company Secretary Group Investor Relations Ms. Farah Irani Ms. Mayura Bhusari Tel: +91 7757874812 Tel: (020) 69065009 Email: farah.irani@kirloskar.com Email: mayura.bhusari@kirloskar.com 18
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