Krishna Defence And Allied Industries Limited · NSE:KRISHNADEF
Krishna Defence And Allied Industries — Q4 FY26 Earnings Presentation
43 slides from Krishna Defence And Allied Industries's earnings presentation, May 21, 2026
Slide 1: Exchange filing cover letter for earnings presentation
Date: - 21.05.2026 To, National Stock Exchange of India Limited Exchange Plaza, Bandra Kurla Complex Bandra (East), Mumbai - 400 051 Symbol: - KRISHNADEF ISIN: - INE0J5601015 Sub: - EARNING PRESENTATION FOR THE QUARTER & FINANCIAL YEAR ENDED 31.03.2026 Respected Sir/ Ma’am, Pursuant to Regulation 30
Slide 2: Investor Presentation Q4 & FY26
Investor Presentation Q4 & FY26
Slide 3: Table of Contents
able of Contents Table of Contents PERFORMANCE HIGHLIGHTS & UPDATES ABOUT US WAY FORWARD ANNUAL FINANCIALS BUSINESS OVERVIEW INDUSTRY OVERVIEW TEAM & TIMELINE Krishna Defence & Allied Industries Limited 2
Slide 4: Performance Highlights & Updates
PERFORMANCE HIGHLIGHTS UPDATES PERFORMANCE HIGHLIGHTS & UPDATES Krishna Defence & Allied Industries Limited 3
Slide 5: Key Business Highlights – Q4FY26
KEY BUSINESS HIGHLIGHTS – Q4FY26 KEY BUSINESS HIGHLIGHTS – Q4FY26 Aircraft Arresting Gear IACS Class Certified Sections Developmental Design Order Commercial Shipbuilding Sections Won design & manufacture order in partnership with Supplied IACS class certified sections used in commercial DRDO to dev
Slide 6: Key Business Highlights – FY26
KEY BUSINESS HIGHLIGHTS – FY26 KEY BUSINESS HIGHLIGHTS – FY26 Capacity Addition AUV Construction Commenced Manufacturing Scale-Up India's Largest AUV - Naval Grade Build Expanded manufacturing with new fabrication and Began construction of India's largest Autonomous machining bays, operational since
Slide 7: Financial Highlights (Consolidated)
FINANCIAL HIGHLIGHTS (Consolidated) Revenue EBITDA EBITDA % Net Profit Net Profit % Q4FY26 Q4FY26 Q4FY26 Q4FY26 Q4FY26 Rs 648 Mn Rs 161 Mn 24.8% Rs 128 Mn 19.7 % 42.2% YoY 55.1% YoY +206 bps YoY 72.9% YoY +351 bps YoY FY26 FY26 FY26 FY26 FY26 Rs 2,448 Mn Rs 520 Mn 21.3% Rs 413 Mn 16.9% 29.1%YoY 69.9
Slide 8: Financial Overview
FINANCIAL OVERVIEW FINANCIAL OVERVIEW EBITDA Operating Revenue (INR Mn) 67.4% (CAGR) 600 21.3% 25.0% 16.1% 14.5% 20.0% 400 13.3% 13.9% 52.8% (CAGR) 15.0% 200 10.0% 5.0% 66 89 154 306 520 0 0.0% FY22(S) FY23(S) FY24(C) FY25(C) FY26(C) EBITDA (INR Mn) EBITDA % Net Profit 2,448 102.4% (CAGR) 500 16.9%
Slide 9: Quarterly Income Statement (Consolidated)
QUARTERLY INCOME STATEMENT (Consolidated) QUARTERLY INCOME STATEMENT (Consolidated) Particulars (INR Mn) Q4FY26 Q3FY26 Q4FY25 YoY% FY26 FY25 YoY% Revenue from Operations 648.5 636.6 456.1 42.2 2,447.8 1,896.1 29.1 Total Expenditure 488.0 495.0 352.6 38.4 1,927.6 1,589.9 21.2 COGS 359.6 369.6 237.0 5
Slide 10: About Us
BOUT US ABOUT US Krishna Defence & Allied Industries Limited 9
Slide 11: Company Overview
COMPANY OVERVIEW KDAIL is a rapidly advancing defence company, providing critical systems and components to the Indian Navy and the Indian Army, aligned with the national Make in India (MII) vision to build world-class, self-reliant manufacturing capabilities. COMPANY OVERVIEW KDAIL is a rapidly adv
Slide 12: Infrastructure Overview
NFRASTRUCTURE OVERVIEW INFRASTRUCTURE OVERVIEW KALOL Manufacturing “Composites products, metal stampings” ~40,000 sq. ft ISO 9001:2015 Accredited Manufacturing Facility Defence Products Dairy Equipments (Halol, Gujarat) (Kalol, Gujarat) HALOL Ship Building Steel Sections Milk Cooling Tanks Foundry a
Slide 13: Defence (1/2)
EFENCE (1/2) DEFENCE (1/2) PRODUCTS Ship Building Steel Sections Special Steel Alloy Welding Wire Welding Electrodes DESCRIPTION These are specialized steel sections which Special alloys for least hydrogen High durability alloy rods compatible with are used as stiffeners for the hull embrittlement a
Slide 14: Defence (2/2)
EFENCE (2/2) DEFENCE (2/2) PRODUCTS Special Steel Alloy Ballast Bricks Armoured Steel Profile Improved Space Heating Device DESCRIPTION It has low magnetic signature and high It is made-up of complex alloys developed Room heater designed for efficient burning corrosion resistance. for high tensile a
Slide 15: Defence Clientele
EFENCE CLIENTELE DEFENCE CLIENTELE Indian Army Indian Navy Cochin Shipyard Defence Research Armoured Vehicles Limited & Development Nigam Limited Organisation Mazagon Dock Hindustan Larsen and Garden Reach Shipbuilders & Goa Shipyard Shipbuilders Limited Shipyard Limited Toubro Engineers Limited Lim
Slide 16: Dairy
DAIRY DAIRY PRODUCTS Milking Collection BMC Milking Machine Robotic Mik Collection Milk Cans and Storage Vessels Open/ close type milk tank as per Belt and couple driven models with Patented operator less seamless are manufactured using food ISO 5708 Type 2 I fixed and trolley variants solution that
Slide 17: Way Forward
AY FORWARD WAY FORWARD Krishna Defence & Allied Industries Limited 16
Slide 18: New Business Prospects
NEW BUSINESS PROSPECTS NEW BUSINESS PROSPECTS Specialised Weld Consumables New material development for welding, joining and additive manufacturing. Additional Components Components and hull structures and aerospace components Smart Ammunition Venture into collaboration/partnership for Smart Ammunit
Slide 19: Strategic Expansion into Marine & Offshore Engineering Services
STRATEGIC EXPANSION INTO MARINE OFFSHORE ENGINEERING SERVICES STRATEGIC EXPANSION INTO MARINE & OFFSHORE ENGINEERING SERVICES Driving Synergies & Strategic Growth Leverage Conceptia’s Capitalize on rising Enhance KDAIL’s position technical expertise and defence and commercial as a comprehensive CONC
Slide 20: Deep into Defence: Waveoptix Defence Solution
EEP INTO DEFENCE DEEP INTO DEFENCE WAVEOPTIX Incorporated in Associate Company of Manufacturing for Dedicated team expertise in August 2023 Krishna Defence Defence & Space Radio Frequency Technology Electronics DEFENCE SOLUTION Special focus on Optic Fibre over PRIVATE LIMITED Radio Frequency for lo
Slide 21: Deep into Defence
DEEP INTO DEFENCE DEEP INTO PRODUCT/ SOLUTIONS DEFENCE • Bi-Directional RFOF for HF/VHF/UHF Radio • Multi-Link RF over Fiber for Submarine Radio Communication system • Antenna Remoting System for RF Search Receiver System (1.5MHz to 3GHz) • 10 Channel phase matched RFoF Link for EW COMINT DF Systems
Slide 22: Composite Doors and Hatches
COMPOSITE DOORS AND HATCHES COMPOSITE DOORS AND HATCHES Joint Venture with DOORS HATCHES VABO Composite (Netherlands) Setup for the facility for manufacture of Fire-Resistant Composite Doors and Hatches in final stages Pressure Test and other Tests successfully completed Composite Doors & Hatches Es
Slide 23: Way Forward: 30%+ CAGR Target
WAY FORWARD WAY FORWARD We are aiming to grow at 30%+ CAGR for the next 3 to 5 years Development of New Facility for Composite Defence New Defence Doors & Hatches Electronics The company is working towards new product Establishing a new manufacturing facility in Investing in company specifically inc
Slide 24: Annual Financials
NNUAL FINANCIALS ANNUAL FINANCIALS Krishna Defence & Allied Industries Limited 23
Slide 25: Profit & Loss Statement
PROFIT LOSS STATEMENT PROFIT & LOSS STATEMENT Standalone Consolidated Particulars (INR Mn) FY22 FY23 FY24 FY25 FY26 Revenue from Operations Total Expenditure 499.2 432.9 636.5 548.0 1,064.3 909.9 1,896.1 1,589.9 2,447.8 1,927.6 CAGR (FY22 – FY26) COGS 211.7 331.7 564.0 1,212.2 1,438.6 Revenue Employ
Slide 26: Balance Sheet (Consolidated)
ALANCE SHEET (Consolidated) BALANCE SHEET (Consolidated) Particulars (INR Mn) FY24 FY25 FY26 Particulars (INR Mn) FY24 FY25 FY26 EQUITY & LIABILITIES ASSETS Shareholders' Fund 1,063.6 1,314.3 1,935.3 Non-Current Assets 239.5 368.1 1,278.2 Share Capital 137.1 140.6 149.3 Property, Plant & Equipment 1
Slide 27: Team & Timeline
EAM TIMELINE TEAM & TIMELINE Krishna Defence & Allied Industries Limited 26
Slide 28: Board of Directors
OARD OF DIRECTORS BOARD OF DIRECTORS Mrs. Preyal Shah Mr. Jaykumar Toshniwal Independent Director Chairperson & Additional Non-Executive Director (Chartered Accountant | PG - IIM Ahmedabad) (Commerce Graduate) Mr. Ankur Shah Rear Admiral Anil Kumar Dutta Managing Director Independent Director (Produ
Slide 29: Meet the Team
EET THE TEAM MEET THE TEAM Mr. Ankur Shah Mr. Ravindranatha Maroli Managing Director General Manager He holds a degree of Bachelor of Engineering (Production) from University of Bombay. He has an He has completed his Bachelor of Engineering (Industrial Production) and MBA (Operations). He has overal
Slide 30: Our Evolution
UR EVOLUTION OUR EVOLUTION 1997 2006 2008 2014 2018 Established and started the Entered the Defence Sector and Recognition from DMRL, Hyderabad for Awarded Defence Technology Awarded INDIA SME 100 Awards organisation with manufacturing became an ToT partner with successfully manufacturing Ship Build
Slide 31: Business Overview
USINESS OVERVIEW BUSINESS OVERVIEW Krishna Defence & Allied Industries Limited 30
Slide 32: Defence
EFENCE DEFENCE 1 In-house Development, manufacturing and supply of Products 2 Transfer of Technology from DRDO & others, production and supply of Products Approved and Providing solutions Providing INDIGENISED SOLUTION, Catalyzing the growth of Registered Vendor for to Indian Navy and thereby curtai
Slide 33: Competitive Strengths
OMPETITIVE STRENGTHS COMPETITIVE STRENGTHS Registered and approved vendor for Indian Precision Engineering Expertise Partnered with DRDO and its divisions Navy for supply of specialised steel leading to inhouse development and like DMRL, DIPAS and R&DE for various section for Naval Shipbuilding in I
Slide 34: Our Objectives
UR OBJECTIVES OUR OBJECTIVES MISSION VISION VALUES To continuously strive to deliver innovative, To become the go-to company for Performance with pride and honor wherein cost efficient, and modern engineering world-class Engineering products within ethical behavior is encouraged. The company solutio
Slide 35: Industry Overview
NDUSTRY OVERVIEW INDUSTRY OVERVIEW Krishna Defence & Allied Industries Limited 34
Slide 36: Strong Tailwinds in India's Defence & Maritime Sector
STRONG TAILWINDS IN INDIA’S DEFENCE MARITIME SECTOR STRONG TAILWINDS IN INDIA’S DEFENCE & Unprecedented Growth & Policy Support MARITIME SECTOR • INR 8.45 trillion in DAC-approved defence acquisitions (FY22–25) — 3.3x increase over the previous three years • INR 2.35 trillion in mega shipbuilding or
Slide 37: Defence Industry Overview (1/2)
EFENCE INDUSTRY OVERVIEW (1/2) DEFENCE INDUSTRY OVERVIEW (1/2) In FY25, defence production grew By 2029, Government aims to India ranked among the top 25 arms 18% YoY to ₹1.54 lakh crore; exports scale defence manufacturing to ₹3 lakh exporting nations in FY25. increased 12% YoY to ₹23,622 crore, cr
Slide 38: Defence Industry Overview (2/2)
EFENCE INDUSTRY OVERVIEW (2/2) DEFENCE INDUSTRY OVERVIEW (2/2) Military Naval Vessels & Missile & Missile Fixed Wing Surface Combatants Defence System Indian India’s vision to be among top 5 Indian navy aimed to have a force of Indian navy has 68 warships and ship building nation and ship minimum 17
Slide 39: Defence Budget Outlook
EFENCE BUDGET OUTLOOK DEFENCE BUDGET OUTLOOK CAPITAL OUTLAY Defence Services (INR Bn) Naval Fleet & Dockyard (INR Bn) 2,193 310 298 294 1,865 287 1,572 1,595 1,500 259 RE 2022-23 RE 2023-24 RE 2024-25 RE 2025-26 BE 2026-27 RE 2022-23 RE 2023-24 RE 2024-25 RE 2025-26 BE 2026-27 Record-Breaking Defenc
Slide 40: Krishna Defence & Allied Industries Limited
Krishna Defence & Allied Industries Limited 39
Slide 41: DTA Award, SME Award, NMRL Award
DTA Award DTA Award SME Award NMRL Award Recognition with an Appreciation Certificate from Defence Metallurgical Research Laboratory (DMRL), Hyderabad for successfully developing Bulb Bars (ship building steel sections), a critical component for the Indian Navy’s indigenization program, as the proje
Slide 42: Safe Harbor
Safe Harbor Safe Harbor This document has been prepared for information purposes only and is not an offer or invitation or recommendation to buy or sell any securities of Krishna Defence and Allied Industries Limited (“KDAIL”, ”Krishna Defence”, “Company“), nor shall part, or all, of this document f
Slide 43: Thank You
THANK YOU THANK YOU KRISHNA DEFENCE & ALLIED INDUSTRIES®LTD KAPTIFY ® Consulting 344, A to Z Industrial Estate, Lower Parel, Strategy & Investor Relations | Consulting Mumbai – 400 013. Email: contact@kaptify.in Email: info@krishnaallied.com +91-845 288 6099 +91 22 4220 3800 www.kaptify.in www.krish
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