Krishna Defence And Allied Industries Limited · NSE:KRISHNADEF
Krishna Defence And Allied Industries — H1 FY2026 Earnings Presentation
43 slides from Krishna Defence And Allied Industries's earnings presentation, Nov 17, 2025
Slide 1: Earning Presentation for Half Year Ended September 30, 2025
Date: - 17.11.2025 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 HALF YEAR ENDED SEPTEMBER 30th 2025 Respected Sir/ Ma’am, Pursuant to Regulation 30 of SE
Slide 2: Investor Presentation H1 FY2026
Investor Presentation H1 FY2026
Slide 3: 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 form the basi
Slide 4: Table 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 03
Slide 5: Performance Highlights & Updates
PERFORMANCE HIGHLIGHTS & UPDATES Krishna Defence & Allied Industries Limited 04
Slide 6: Key Business Highlights for H1'FY26
KEY BUSINESS HIGHLIGHTS FOR H1’FY26 Capacity addition BV Class Certification Expanded manufacturing capabilities with new Secured BV class certification for Bulb Bars, enabling fabrication and machining bays. The enhanced capacity expansion into non-defence sectors, particularly for use as is schedu
Slide 7: Half Yearly Highlights (H1FY26)
HALF YEARLY HIGHLIGHTS (H1FY26) INR 1,205 Mn INR 156 Mn 13.0% Revenue Net Profit Net Profit % 28.1% YoY (Standalone) (Standalone) 47.4% YoY +169 bps % YoY INR 216 Mn 15.3% INR 184 Mn EBITDA Net Profit* Net Profit %* 52.9% YoY (Consolidated) (Consolidated) 71.0% YoY +383 bps % YoY 17.9% EBITDA % *Con
Slide 8: Financial Overview
FINANCIAL OVERVIEW EBITDA Operating Revenue (INR Mn) 17.9% 400 15.6% 15.0% 20.0% 13.3% 13.9% 14.5% 300 15.0% 200 10.0% 100 5.0% 1,949 66 89 154 303 141 216 0 0.0% FY22 FY23 FY24 FY25 H1FY25 H1FY26 EBITDA (INR Mn) EBITDA % 1,205 1,064 1,858 940 Net Profit 637 250 11.3% 13.0% 15.0% 1,111 11.3% 499 918
Slide 9: Half Yearly Income Statement
HALF YEARLY INCOME STATEMENT Particulars (INR Mn) H1FY26 H2FY25 H1FY25 YoY% FY25 FY24 YoY% Revenue from Operations 1,204.7 1,008.2 940.4 28.1 1,948.7 1,064.3 83.1 Total Expenditure 988.4 846.5 799.0 23.7 1,645.5 909.9 80.8 COGS 709.4 608.2 604.0 17.5 1,212.2 628.4 92.9 Employee benefit expenses 102.
Slide 10: About Us
ABOUT US Krishna Defence & Allied Industries Limited 09
Slide 11: Company Overview
COMPANY OVERVIEW Krishna Defence and Allied Industries Limited is a rapidly advancing defence company, providing critical components to Indian Navy for its warships and developing special products for Indian Army, in line with the national goal of achieving indigenous defence products manufacturing
Slide 12: Infrastructure Overview
INFRASTRUCTURE OVERVIEW KALOL ISO 9001:2015 Accredited Manufacturing Facility Manufacturing of “Dairy Equipment” ~40,000 sq. ft. Defence Products Dairy Equipments (Halol, Gujarat) (Kalol, Gujarat) Ship Building Steel Sections Milk Cooling Tanks Improved Space Heating Device Robotic Milk Collection U
Slide 13: Defence (1/2)
DEFENCE (1/2) PRODUCTS Ship Building Steel Sections (In-house Development) Special Steel Alloy Welding Welding Electrodes Wire (In-house Development) (In-house Development) These are specialized steel sections which These are specialized steel sections which These are specialized steel sections whic
Slide 14: Defence (2/2)
DEFENCE (2/2) Improved Space Heating Device Transfer PRODUCTS Special Steel Alloy Ballast Bricks Armoured Steel Profile of Technology from DIPAS & DRDO DESCRIPTION It has low magnetic signature and high It is made-up of complex alloys developed It is specially developed fused flux for saw corrosion
Slide 15: Defence 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 Limited Krishna Defe
Slide 16: Dairy
DAIRY PRODUCTS Milking Collection BMC Milking Machine Robotic Milk Collection Milk Cans and Storage Vessels are Open/ close type milk tank as per ISO Belt and couple driven models with fixed Patented operator less seamless solution manufactured using food grade AISI 5708 Type 2 I and trolley variant
Slide 17: Business Verticals
BUSINESS VERTICALS 92% 8% Defence Dairy Krishna Defence & Allied Industries Limited 16
Slide 18: Way Forward
WAY FORWARD Krishna Defence & Allied Industries Limited 17
Slide 19: New Business Prospects
NEW BUSINESS PROSPECTS Specialised Weld Consumables for New material development for welding, joining and additive manufacturing. Additional Components for Components and hull structures and aerospace components Advanced Technology Integration for Capacity augmentation Approval in Progress for BV, L
Slide 20: 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 infrastructure to shipbuilding opportunities defence and marine Co
Slide 21: Deep into Defence: Waveoptix Defence Solution
DEEP INTO DEFENCE WAVEOPTIX DEFENCE SOLUTION Incorporated in Associate Company of Manufacturing for Dedicated team expertise in August 2023 Krishna Defence Defence & Space Radio Frequency Technology Electronics PRIVATE LIMITED Special focus on Optic Fibre over Radio Frequency for long distance Share
Slide 22: Deep into Defence: Products/Solutions
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 for DF Applicatio
Slide 23: Composite Doors and Hatches
COMPOSITE DOORS AND HATCHES Joint Venture with VABO Composite (Netherlands) DOORS HATCHES • Setup for the facility for manufacture of Fire Resistant Composite Doors and Hatches in final stages • Pressure Test and other Tests successfully completed • Potential for exporting these products to Southeas
Slide 24: Way Forward
WAY FORWARD We are aiming to grow at 30 - 40% 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 incorporate
Slide 25: Annual Financials
ANNUAL FINANCIALS Krishna Defence & Allied Industries Limited 24
Slide 26: Profit & Loss Statement (Standalone)
PROFIT & LOSS STATEMENT (Standalone) Particulars (INR Mn) FY21 FY22 FY23 FY24 FY25 Revenue from Operations 350.3 499.2 636.5 1064.3 1,948.7 Total Expenditure 306.2 432.9 548.0 909.9 1,645.5 COGS 162.7 211.7 331.7 628.4 1,212.2 Employee benefit expenses 65.1 91.4 91.8 123.4 170.6 Others expenses 78.4
Slide 27: Balance Sheet (Standalone)
BALANCE SHEET (Standalone) Particulars (INR Mn) FY24 FY25 H1FY26 Particulars (INR Mn) FY24 FY25 H1FY26 EQUITY & LIABILITIES ASSETS Shareholders' Fund 1,064.2 1,312.2 1,664.5 Non-Current Assets 239.0 358.6 642.1 Share Capital 137.1 140.6 149.2 Property, Plant & Equipment 146.2 219.7 221.3 Other Equit
Slide 28: Team & Timeline
TEAM & TIMELINE Krishna Defence & Allied Industries Limited 27
Slide 29: Board of Directors
BOARD OF DIRECTORS Mrs. Preyal Shah Mr. Divyakant Zaveri Chairperson & Additional Non-Executive Director Independent Director (Commerce Graduate) (Chartered Accountant | Corporate Management) Mr. Ankur Shah Mr. Jaykumar Toshniwal Managing Director Independent Director (Production Engineer) (Chartere
Slide 30: Meet the Team
MEET THE TEAM Mr. Ankur Shah Mr. Sandeep Kadam Mr. Ravindranatha Maroli Managing Director Director Operations General Manager He holds a degree of Bachelor of Engineering (Production) from University of Bombay. He has completed his Bachelor of Engineering (Mechanical) from North Maharashtra He has c
Slide 31: Our 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 Building Absorptio
Slide 32: Business Overview
BUSINESS OVERVIEW 31 Krishna Defence & Allied Industries Limited
Slide 33: Defence
DEFENCE 1 2 In-house Development, Transfer of Technology from manufacturing and supply DRDO & others, production of Products and supply of Products Approved and Providing solutions Providing INDIGENISED SOLUTION, Catalyzing the growth of Registered Vendor for to Indian Navy and thereby curtailing de
Slide 34: Competitive Strengths
COMPETITIVE STRENGTHS Registered and approved vendor for Precision Engineering Expertise Partnered with DRDO and its divisions Indian Navy for supply of specialised leading to inhouse development and like DMRL, DIPAS and R&DE for various steel section for Naval Shipbuilding in manufacturing of vario
Slide 35: Our 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 solutions laced with
Slide 36: Industry Overview
INDUSTRY OVERVIEW Krishna Defence & Allied Industries Limited 35
Slide 37: Strong Tailwinds in India's Defence & Maritime Sector
STRONG TAILWINDS IN INDIA’S DEFENCE & Unprecedented Growth & Policy Support • INR 8.45 trillion in DAC-approved defence acquisitions (FY22–25) — 3.3x MARITIME SECTOR increase over the previous three years • INR 2.35 trillion in mega shipbuilding orders expected in FY26–27 — 3.1x current order book o
Slide 38: Defence Industry Overview (1/2)
DEFENCE INDUSTRY OVERVIEW (1/2) In FY24, defence production surged By FY29, defence exports are India ranked among the top 25 by 16.7% while defence exports projected to reach INR 50,000 crore arms exporting nations in 2024 grew by 32.5% YoY & India is now (US$ 5.8 billion), building on the exportin
Slide 39: Defence 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 repair minimum 175 - 200 warships by 2035
Slide 40: Defence Budget Outlook
DEFENCE BUDGET OUTLOOK CAPITAL OUTLAY Defence Services (INR Bn) Naval Fleet & Dockyard (INR Bn) 1,800 310 1,572 1,595 1,500 1,389 298 289 287 282 RE 2021-22 RE 2022-23 RE 2023-24 RE 2024-25 BE 2025-26 RE 2021-22 RE 2022-23 RE 2023-24 RE 2024-25 BE 2025-26 Defence Budget Enhancement An additional ₹50
Slide 41: Krishna Defence & Allied Industries Limited
Krishna Defence & Allied Industries Limited 40
Slide 42: DTA Award, SME Award, NMRL 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 project was of
Slide 43: Thank You
THANK YOU KRISHNA DEFENCE & ALLIED INDUSTRIES LTD 344, A to Z Industrial Estate, Lower Parel, Mumbai – 400 013. Email: info@krishnaallied.com +91 22 4220 3800 www.krishnaallied.com ® KAPTIFY Consulting Strategy & Investor Relations | Consulting Email: contact@kaptify.in +91-845 288 6099 www.kaptify.
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