Kirloskar Oil Engines Limited · NSE:KIRLOSENG
Kirloskar Oil Engines — Q4 FY26 Earnings Presentation
19 slides from Kirloskar Oil Engines's earnings presentation, May 14, 2026
Slide 1: Exchange filing cover letter
Date: 14th May 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), Mumbai –
Slide 2: Earnings Call Presentation Q4 FY26
Earnings Call Presentation Q4 FY26 14th May 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 (P) Kirloskar Americas Kirloskar Kirloskar Advanced Arka Financial Limited (“KFD”)1 Corporation2 International ME Systems Private Holdings (P) Ltd4 (100%) (100%) FZE (100%)7 Limited8 (100%) Engines LPG, LLC KOEL- Earnings Call – Q4 FY26 – KOEL Group Arka Fincap Ltd3 Ar
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 – Q4 FY26 YoY
STANDALONE SALES HIGHLIGHTS – Q4 FY26 YoY Total Sales Power Gen Industrial Distribution & After International B2B Market 24% 30% 20% 1,522 708 24% 10% 371 281 162 1,225 543 235 147 300 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 KOEL- Earnings Call – Q4 FY26 – Sta
Slide 8: Standalone Sales Highlights – FY26 YoY
STANDALONE SALES HIGHLIGHTS – FY26 YoY Total Sales Power Gen Industrial Distribution & After International B2B Market 25% 32% 22% 5,604 15% 21% 2,598 1,969 1,444 593 4,481 1,181 843 968 488 FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 KOEL- Earnings Call – Q4 FY26 – Standalone Business Overview
Slide 9: Consolidated Segment Performance Overview – B2B
CONSOLIDATED SEGMENT PERFORMANCE OVERVIEW – B2B Segment Revenue Trend* Performance Updates All amounts are in “₹ Crore” ▪ Full year & Q4 FY26 witnessed the highest ever revenues for the Domestic Export B2B businesses 1,557 1,457 1,396 1,276 165 176 1,241 147 153 125 ▪ Domestic Powergen saw strong pe
Slide 10: Consolidated Segment Performance Overview – B2C
CONSOLIDATED SEGMENT PERFORMANCE OVERVIEW – B2C Segment Revenue Trend* Performance Updates All amounts are in “₹ Crore” ▪ Fluid Dynamics: Q4 FY26 showed a healthy growth with record- Domestic Export breaking FY26 339 305 292 258 ▪ A strategic shift toward strengthening last-mile secondary sales 249
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 March 2026 stood at ₹ 1,053 235 227 221 Crore# 204 194 ▪ AFHPL Consolidated revenue from operations stood at ₹ 221 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* 24% 27% 28% 1,522 193 1,371 169 118 Quarterly 1,225 152 12.6% 92 102 12.3% 12.2% 11% 7.7% 7.4% 7.4% 14% 16% Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 KOEL- Earnings
Slide 14: Standalone – Profit and Loss Statement
STANDALONE - PROFIT AND LOSS STATEMENT All amounts are in “₹ Crore” Particulars Q4 FY26 Q3 FY26 Q-o-Q Q4 FY25 Y-o-Y FY26 FY25 Y-o-Y2 Net Sales 1,521.7 1,370.8 11% 1,225.1 24% 5,603.8 4,481.4 25% Other Operating Income 13.0 9.8 33% 11.1 17% 43.0 39.3 9% Revenue From Operations 1,534.7 1,380.6 11% 1,2
Slide 15: Standalone Working Capital and Net Cash Position
STANDALONE WORKING CAPITAL AND NET CASH POSITION All amounts are in “₹ Crore” Inventories Receivables 51 Days 56 Days 64 Days 66 Days 48 Days 41 Days 42 Days 40 Days 44 Days 41 Days 675 669 776 783 603 704 562 595 610 459 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY2
Slide 16: Consolidated – Performance Highlights
CONSOLIDATED^ – PERFORMANCE HIGHLIGHTS All amounts are in “₹ Crore” Sales PAT* & Margin* 21% 47% Quarterly 2,098 162 1,734 1,859 126 111 6.7% 7.7% 6.3% 13% 29% Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 KOEL- Earnings Call – Q4 FY26 – Consolidated Financial Overview Sales PAT* & Margin* 22% 40%
Slide 17: Consolidated – Profit and Loss Statement
CONSOLIDATED - PROFIT AND LOSS STATEMENT All amounts are in “₹ Crore” Particulars Q4 FY26 Q3 FY26 Q-o-Q Q4 FY25 Y-o-Y FY26 FY25 Y-o-Y Net Sales* 2,098.4 1,859.0 13% 1,733.5 21% 7,641.3 6,274.8 22% Other Operating Income 17.9 13.6 31% 15.8 13% 59.7 54.3 10% Revenue From Operations 2,116.2 1,872.6 13%
Slide 18: Segment Results – Consolidated
SEGMENT RESULTS - CONSOLIDATED All amounts are in “₹ Crore” Particulars Q4FY26 Q3FY26 QoQ Q4FY25 YoY FY26 FY25 YoY Segment Revenue B2B 1,556.7 1,396.2 11% 1,240.7 25% 5,685.8 4,530.0 26% B2C 338.9 249.4 36% 304.7 11% 1,138.5 1,018.7 12% Financial Services 220.6 227.1 -3% 204.0 8% 876.7 780.5 12% Rev
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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