Krishna Defence And Allied Industries Limited · NSE:KRISHNADEF
Krishna Defence And Allied Industries — Q3 FY2026 Earnings Presentation
41 slides from Krishna Defence And Allied Industries's earnings presentation, March 2026
Slide 1: Investor Presentation Q3 & 9M FY26
Investor Presentation Q3 & 9M FY26
Slide 2: 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 3: Table of Contents
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 4: Performance Highlights & Updates
PERFORMANCE HIGHLIGHTS UPDATES PERFORMANCE HIGHLIGHTS & UPDATES Krishna Defence & Allied Industries Limited 04
Slide 5: Key Business Highlights for Q3 & 9M FY26
KEY BUSINESS HIGHLIGHTS FOR Q3 9M FY26 KEY BUSINESS HIGHLIGHTS FOR Q3 & 9M FY26 Migration to NSE Main Board Signing of MoU under PLI Scheme Successfully migrated to the Main Board of the Entered into a Memorandum of Understanding with the National Stock Exchange of India (NSE), reinforcing Ministry
Slide 6: Quarterly Highlights (Standalone)
QUARTERLY HIGHLIGHTS (Standalone) Revenue EBITDA EBITDA % Net Profit Net Profit % Q3FY26 Q3FY26 Q3FY26 Q3FY26 Q3FY26 Rs 637 Mn Rs 142 Mn 22.2 % Rs 102 Mn 16.0 % 23.4% YoY 139.3% YoY +1077 bps YoY 163.9% YoY +851 bps YoY 9MFY26 9MFY26 9MFY26 9MFY26 9MFY26 Rs 1,799 Mn Rs 360 Mn 20.0 % Rs 258 Mn 14.3 %
Slide 7: Financial Overview
FINANCIAL OVERVIEW FINANCIAL OVERVIEW EBITDA Operating Revenue (INR Mn) 66.7% (CAGR) 77.5% 400 20.0% 25.0% 16.1% 300 14.5% 20.0% 13.3% 13.9% 14.1% 56.0% (CAGR) 25.0% 15.0% 200 10.0% 100 5.0% 66 89 154 306 203 360 0 0.0% FY22 FY23 FY24 FY25 9MFY25 9MFY26 EBITDA (INR Mn) EBITDA % 1,896 Net Profit 1,79
Slide 8: Half Yearly Income Statement (Standalone)
HALF YEARLY INCOME STATEMENT (Standalone) HALF YEARLY INCOME STATEMENT (Standalone) Particulars (INR Mn) Q3FY26 Q2FY26 Q3FY25 YoY% 9MFY26 9MFY25 YoY% Revenue from Operations 636.6 483.6 515.8 23.4 1,799.4 1,440.0 25.0 Total Expenditure 495.0 391.6 456.7 8.4 1,439.6 1,237.3 16.3 COGS 369.6 272.0 371.
Slide 9: About Us
ABOUT US ABOUT US Krishna Defence & Allied Industries Limited 09
Slide 10: 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 11: Infrastructure Overview
INFRASTRUCTURE 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) VADODARA Ship Building Steel Sections Milk Cooling Tanks Regio
Slide 12: Defence (1/2)
DEFENCE (1/2) DEFENCE (1/2) PRODUCTS Ship Building Steel Sections Special Steel Alloy Welding Wire Welding Electrodes DESCRIPTION These are specialized steel sections Special alloys for least hydrogen High durability alloy rods compatible which are used as stiffeners for the hull embrittlement and e
Slide 13: Defence (2/2)
DEFENCE (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 It is made-up of complex alloys developed Room heater designed for efficient high corrosion resistance. for high tensile and high
Slide 14: Defence Clientele
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 Li
Slide 15: Dairy
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 v
Slide 16: Way Forward
WAY FORWARD WAY FORWARD Krishna Defence & Allied Industries Limited 16
Slide 17: New Business Prospects
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 Approva
Slide 18: 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 infr
Slide 19: Deep into Defence: Waveoptix Defence Solution
DEEP INTO DEFENCE DEEP INTO DEFENCE WAVEOPTIX DEFENCE SOLUTION Incorporated in August 2023 Associate Company of Krishna Defence Manufacturing for Defence & Space Dedicated team expertise in Radio Frequency Technology Electronics PRIVATE LIMITED Special focus on Optic Fibre over Radio Frequency for l
Slide 20: 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 21: Composite Doors and Hatches
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 exportin
Slide 22: Way Forward
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 23: Annual Financials
ANNUAL FINANCIALS ANNUAL FINANCIALS Krishna Defence & Allied Industries Limited 23
Slide 24: Profit & Loss Statement (Standalone)
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 1,896.1 Total Expenditure 306.2 432.9 548.0 909.9 1,589.9 COGS 162.7 211.7 331.7 564.0 1,212.2 Employee benefit expenses 65.1 91.4 91
Slide 25: Balance Sheet (Standalone)
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 14
Slide 26: Team & Timeline
TEAM TIMELINE TEAM & TIMELINE Krishna Defence & Allied Industries Limited 27
Slide 27: Board of Directors
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
Slide 28: Meet the Team
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 Mahara
Slide 29: Our Evolution
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 Buil
Slide 30: Business Overview
BUSINESS OVERVIEW BUSINESS OVERVIEW Krishna Defence & Allied Industries Limited 31
Slide 31: Defence
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 curta
Slide 32: Competitive Strengths
COMPETITIVE 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
Slide 33: Our Objectives
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 soluti
Slide 34: Industry Overview
INDUSTRY OVERVIEW INDUSTRY OVERVIEW Krishna Defence & Allied Industries Limited 34
Slide 35: 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 36: Defence Industry Overview (1/2)
DEFENCE 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, c
Slide 37: Defence Industry Overview (2/2)
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 minimum 1
Slide 38: Defence Budget Outlook
DEFENCE 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 2025-26 Record-Breaking Defen
Slide 39: Krishna Defence & Allied Industries Limited
Krishna Defence & Allied Industries Limited 39
Slide 40: 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 41: Thank You
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 ww
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