Kirloskar Brothers Ltd. · NSE:KIRLOSBROS
Kirloskar Brothers — Q4 FY26 Earnings Presentation
53 slides from Kirloskar Brothers's earnings presentation, May 14, 2026
Slide 1: Exchange filing cover letter
KIRLOSKAR BROTHERS LIMITED A Kirloskar Group Company SEC/ F:26 May 14, 2026 BSE Limited National Stock Exchange of India Ltd. Corporate Relationship Department, 5th Floor, Exchange Plaza, 2nd Floor, New Trading Ring, Bandra (East), Phiroze Jeejeebhoy Towers, Mumbai – 400 051. Dalal Street, Mumbai-40
Slide 2: Investor Presentation Q4 & FY26
KIRLOSKAR BROTHERS LIMITED Established 1888 A Kirloskar Group Company INVESTOR PRESENTATION Q4 & FY26 14-May-26 This is is This a proprietary a proprietarydocument of Kirloskar document of KirloskarBrothers Brothers Limited Limited 1 1
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Kirloskar Brothers Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any se
Slide 4: KBL's Transformation: Unleashing our True Potential
KBL’s Transformation: Unleashing our True Potential Our Ongoing Transformation Journey ➢ Transformation = Culture at KBL • Not just change, but a deep-rooted mindset of growth, resilience, and excellence. ➢ External Adaptation + Internal Reinvention • Responding to market shifts while evolving from
Slide 5: Q4 & FY26 Highlights
Q4 & FY26 Highlights 14-May-26 This is is This a proprietary a proprietarydocument of Kirloskar document of KirloskarBrothers Brothers Limited Limited 4 4
Slide 6: Q4 & FY26 Consolidated Highlights
Q4 & FY26 Consolidated Highlights Q4 FY FY26 2026 REVENUE FROM OPERATIONS REVENUE FROM OPERATIONS ₹ 14,151 Mn ₹ 45,380 Mn EBITDA EBITDA ₹ 2,093 Mn Margin 14.8% ₹ 6,213 Mn Margin 13.7% PROFIT AFTER TAX ₹ 1,121 Mn PROFIT AFTER TAX ₹ 3,772 Mn 14-May-26 This is is This a proprietary a proprietarydocumen
Slide 7: Consolidated Financial Trend
Consolidated Financial Trend Revenue (Rs.in Mn.) EBITDA Margin (%) PAT Margin (%) 18.6% 12.5% 14,151 16.8% 10.8% 11.2% 12,810 16.0% 10.4% 12,238 15.1% 14.8% 11,442 14.4% 9.3% 11,162 13.0% 10,309 10,359 10,280 12.3% 12.0% 7.9% 9,790 6.9% 7.0% 6.4% Q4FY24 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY
Slide 8: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs. Mn) Q4 FY26 Q4 FY25 YoY FY26 FY25 YoY Net Revenue from Operations (Net of Excise) 14,151 12,813 10.4% 45,380 44,922 1.0% Other Income 271 255 772 719 COGS 7,179 6,221 22,408 21,978 Gross Profit 7,243 6,847 5.8% 23,744 23,663 0.3% Gross Margin (%)
Slide 9: Consolidated Balance Sheet Statement
Consolidated Balance Sheet Statement Particulars (Rs.in Mn.) 31st Mar 26 31st Mar 25 Particulars (Rs.in Mn.) 31st Mar 26 31st Mar 25 Non Current assets Equity Property, Plant and Equipment 6,161 5,908 Capital work in progress 585 337 Equity Share capital 159 159 Intangible assets 103 79 Other Equity
Slide 10: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement Particulars (Rs. Mn) 31st Mar 26 31st Mar 25 Profit Before Taxes 4,522 5,591 Changes in working capital 119 -100 Cash generated from operations 4,641 5,491 Direct taxes paid (net of refund) 1,331 1,602 Net Cash from Operating Activities 3,310 3,889 Net Cash from Inve
Slide 11: Q4 & FY26 Key Financials Performance
Q4 & FY26 Key Financials Performance KBL (Rs.in Mn.) KCPL (Rs.in Mn.) KPML (Rs.in Mn.)* KBIBV (Rs.in Mn.) Elimination Total Companies (Rs. Mn) Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Revenue 9,091 8,854 153 140 2,269 1,662 4,699 3,766 -2,061 -1,609 14,151
Slide 12: Q4 & FY26 KBIBV Group Financials
Q4 & FY26 KBIBV Group Financials SPP UK SPP Inc (USA) Dutch Entities KBTL SPP Mena South Africa Entities KBIBV Standalone Elimination KBIBV Group Companies (Rs. Mn) Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Revenue 2
Slide 13: Domestic & Overseas Orderbook Position
Domestic & Overseas Orderbook Position Robust Orderbook Implying Strong Revenue Visibility Orderbook and Pending Order Position (In Rs. Mn) Standalone Pending Order book (In Rs. Mn) KBL & Domestic Subsidiaries Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Sector^ Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Or
Slide 14: About Us
About Us 14-May-26 This is is This a proprietary a proprietarydocument of Kirloskar document of KirloskarBrothers Brothers Limited Limited 13 13
Slide 15: Company at Glance
Company at Glance Product Offering One of the 1st AtmaNirbhar organization. India’s 1St & 250+ Increasing the mix of value-added products, end-to-end Presence Since largest pump manufacturer. Made some of India’s 1st solutions and new product launches by leveraging 138+ Years engineering products in
Slide 16: Legacy of 138+ Years
Legacy of 138+ Years IDEATE INNOVATE IMPLEMENT 1888-1958 1988-2009 2010-2020 Establishment & Restructuring Strategic & Technology Acquisition Phase Phase Expansion 2021 Onwards • 1888 : Establishment of Kirloskar ➢ 1988 : Established Kirloskar Ebara ➢ 2010 : Acquired Braybar Pumps Brothers Pumps Ltd
Slide 17: The Timeless Journey of Unmatched Excellence
The Timeless Journey of Unmatched Excellence 14-May-26 This is is This a proprietary a proprietarydocument of Kirloskar document of KirloskarBrothers Brothers Limited Limited 16 16
Slide 18: Our Business & Product line
Our Business & Product line Our Presence Our Business Application Oil & Gas Marine & Defence ➢ 75+ Types of Pumps Large & Medium pumping Valves for industrial and solutions for complex fluid large-scale applications management system ➢ Flow up to 120,000 m³/hr. (529,000 US GPM) ➢ Pumps ranging from
Slide 19: Exemplary Endeavors: Charting Our Path of Impact
Exemplary Endeavors: Charting Our Path of Impact Building & Construction Power KBL is first & leading manufacturer of critical pumps for nuclear power in India. Supplied primary & Hong Kong–Zhuhai–Macau Bhavini Fast Breeder The Shard, UK Bridge Marina Bay Sands, Singapore ITER, France CGPL Mundhra,
Slide 20: State-Of-The-Art Manufacturing Facilities
State-Of-The-Art Manufacturing Facilities KIRLOSKARVADI, Est. in 1910 KBL’s 1st plant, with facilities starting from foundry to machining, manufacturing, SANAND, Est. in 2012 assembly, & testing of various pumps ranging Factory exclusively for borewell submersible from 5 kW to 30MW pumps. End-to-end
Slide 21: Our Innovative Solutions
Our Innovative Solutions Solar Pumping System Concrete Volute Pump KirloSmart Fire Lowest Life-Cycle Cost (LLC) Pump Primary Cooling Pump (PCP) for IoT based remote monitoring Pressurized Heavy Water Reactor(PHWR) INM Pump Series solution KirloSmart Augmented Reality Mobile Training Additive Manufac
Slide 22: Global Footprint Through Local Presence
Global Footprint Through Local Presence Maps not to scale. All data, information, and maps are provided "as is" without warranty or any representation of accuracy, timeliness or completeness. 14-May-26 This is is This a proprietary a proprietarydocument of Kirloskar document of KirloskarBrothers Bro
Slide 23: Highly Qualified Management Team
Highly Qualified Management Team Mr. Alok Kirloskar Ms. Rama Kirloskar Mr. Bhavesh Chheda Mr. Sanjay Kirloskar Director – KBL Joint Managing Director- KBL Chief Financial Officer Chairman & Managing Director Managing Director – SPP UK Managing Director – KEPL CEO – KBI B.V. ➢ Bachelor in Business Ad
Slide 24: Board of Directors
Board of Directors Mr. M. S. Unnikrishnan Mr. Shrinivas V. Dempo Mr. Shobinder Duggal Ms. Ramni Nirula Ms. Rekha Sethi Non-Executive and Independent Director Independent Director Independent Director Independent Director Non-Independent Director ➢ M.Sc. in Industrial Administration & ➢ Bachelors in
Slide 25: Long Standing Relationships with Marquee Clientele
Long Standing Relationships with Marquee Clientele.. 14-May-26 This is is This a proprietary a proprietarydocument of Kirloskar document of KirloskarBrothers Brothers Limited Limited 24 24 All logos are the property of the respective owners
Slide 26: Our Joint Ventures & Subsidiaries
Our Joint Ventures & Subsidiaries 14-May-26 This is is This a proprietary a proprietarydocument of Kirloskar document of KirloskarBrothers Brothers Limited Limited 25 25
Slide 27: Group Structure
Group Structure Kirloskar Brothers Limited Karad Projects and Motors Kirloskar Corrocoat Pvt. Ltd. Kirloskar Ebara Pumps Ltd. Kirloskar Brothers International B.V. Ltd.* (100%) (65%) (45%) (The Netherlands) (100%) SPP Pumps International Kirloskar Brothers Micawber 784 Kirloskar Pompen B.V. Rodelta
Slide 28: Leveraging the localized global presence
Leveraging the localized global presence KBL is leveraging the localised global presence through cost-synergies, duty-free access and local sourcing norms Cost Synergies Duty-free Access & preference Local Sourcing Norms and to Local Manufacturers Regulations ➢ Reduction in turnaround time ➢ Duty-fr
Slide 29: Kirloskar Brothers International B.V., The Netherlands
Kirloskar Brothers International B.V.*, The Netherlands Genesis Product Profile Industries Catered Geographies Catered ➢ Wholly owned subsidiary of Kirloskar ➢ Bi-directional Axial Flow pumps ➢ Chemicals ➢ Flood Control ➢ Cambodia ➢ Malaysia Brothers Limited ➢ Philippines ➢ Chemical pumps ➢ Commerci
Slide 30: SPP Pumps Limited
SPP Pumps Limited Genesis Product Profile Industries Catered Geographies Catered ➢ 145+ years of heritage with R&D, ➢ Lowest Life Cycle Pumps for ➢ Commercial Building ➢ Italy manufacturing and test facilities water ➢ Data Centers ➢ UK in the UK ➢ Supply and industrial ➢ Transformer ➢ USA ➢ 1st in t
Slide 31: Dutch Entities Consolidated
Dutch Entities Consolidated Genesis Product Profile Industries Catered Geographies Catered ➢ Established by Sulzer in 1946, ➢ API Pumps conforming to API- ➢ Oil & Gas Midstream ➢ China acquired by KBL in June 2015 is a 610 standards, 12th edition ➢ Waste-Water ➢ Benelux leading manufacturer of API a
Slide 32: Kirloskar Brothers (Thailand) Limited, Thailand
Kirloskar Brothers (Thailand) Limited, Thailand Genesis Product Profile Industries Catered Geographies Catered ➢ FM approved Assembly and ➢ Fire fighting pumps ➢ Chemicals ➢ Thailand packaging for sales of centrifugal ➢ Chemical pumps ➢ Mining ➢ Singapore pump-sets in South-East Asia ➢ Water supply
Slide 33: South Africa Entities Consolidated
South Africa Entities Consolidated Genesis Product Profile Industries Catered Geographies Catered ➢ Manufacturing and sales of high ➢ Fire fighting pumps ➢ Mining (Copper, Gold, Uranium) ➢ South Africa head multi-stage pumps, rubber ➢ Mine de-watering pumps ➢ Water supply ➢ Zambia lined slurry pumps
Slide 34: Karad Projects And Motors Limited (KPML)
Karad Projects And Motors Limited (KPML) Genesis Product Profile Industries Catered Geographies Catered ➢ KPML is a wholly owned ➢ Stamping: Electrical Stampings, Core ➢ Pumps ➢ India subsidiary of KBL. packs, Wound Stators, Die Cast Rotors, ➢ Hermetic Compressors ➢ Austria Copper Brazed Rotors, Rot
Slide 35: Kirloskar Ebara Pumps Limited
Kirloskar Ebara Pumps Limited Genesis Product Profile Industries Catered Geographies Catered ➢ JV in 1988 between KBL and ➢ Pumps: Centrifugal pumps as per ➢ Oil & Gas (Downstream – ➢ Indian Subcontinent Ebara Corporation to API 610, Multistage Boiler Refinery, Pipelines and Depots) ➢ Europe manufac
Slide 36: Kirloskar Corrocoat Private Limited
Kirloskar Corrocoat Private Limited Genesis Product Profile Industries Catered Geographies Catered ➢ JV between KBL and Corrocoat Anti Corrosion Coating Materials : ➢ Oil & Gas ➢ India Ltd. U.K. Company manufactures Corroglass - High performance ➢ Petrochemicals glass flake polymer coatings at its e
Slide 37: Strategic Focus
Strategic Focus 14-May-26 This is is This a proprietary a proprietarydocument of Kirloskar document of KirloskarBrothers Brothers Limited Limited 36 36
Slide 38: A Unique Value Proposition
A Unique Value Proposition ➢ Leveraging innovations and product/ service offerings across subsidiaries to synergize the value proposition like • KEPL focuses on downstream Oil and Gas solutions, ➢ From Conceptualization to Manufacturing SPP Pumps focuses on upstream Oil and Gas to Implementation has
Slide 39: Staying Ahead of the Curve through Digital Initiatives
Staying Ahead of the Curve through Digital Initiatives ➢ Over a decade, KBL has strategically invested in various strategic digital initiatives ➢ Provides Technological Advantage and additional revenue streams in services business ➢ Salesforce (SFDC) and SAP-S4 HANA for Automation and ERP Solutions
Slide 40: Subscription Platform - Creating Market Opportunity
Subscription Platform - Creating Market Opportunity Traditional KBL’s Innovative Solution - Solution Subscription Platform ➢ Manage customer site, refurbish, ➢ Proprietary Innovative Solution by KBL repair & upgrade all pumps in phased manner ➢ Remote failure prediction analytics, troubleshooting an
Slide 41: Way Ahead
Way Ahead…. Strategy Going Forward Change in Strategy Increase share of value-added products across Reduced EPC business exposure and increased contribution from Services Focus on Value-Added Products & Services geographies and subscription services in key & Value-Added Products international subsid
Slide 42: Historical Performance
Historical Performance 14-May-26 This is is This a proprietary a proprietarydocument of Kirloskar document of KirloskarBrothers Brothers Limited Limited 41 41
Slide 43: Historical Financial Performance - Consolidated
Historical Financial Performance - Consolidated Revenue (Rs. Mn) EBITDA (Rs. Mn) PAT (Rs. Mn) 44,922 45,380 6,811 4,187 40,012 6,213 3,772 37,302 5,782 3,497 30,576 4,263 2,358 2,385 943 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 EBITDA Margin (%) PAT Margin (%) 15.2%
Slide 44: Historical Financial Performance - Consolidated
Historical Financial Performance - Consolidated EPS (in Rs.) Net Worth (Rs. Mn) Leverage (X) 52.3 24,759 0.3 47.0 43.8 21,014 17,241 0.2 29.6 14,074 11,802 0.1 0.1 0.1 11.9 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 RoCE (%) RoE (%) 26.4% 27.0% 22.3% 21.9% 21.3% 16.8%
Slide 45: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs. Mn) FY22 FY23 FY24 FY25 FY26 Net Revenue from Operations (Net of Excise) 30,576 37,302 40,012 44,922 45,380 Other Income 324 273 586 719 772 Materials Consumed 16,803 19,547 19,830 21,978 22,408 Employee Expenses 5,015 5,652 6,727 7,079 7,792 Oth
Slide 46: Consolidated Balance Sheet Statement
Consolidated Balance Sheet Statement Particulars (Rs. Mn) FY22 FY23 FY24 FY25 FY26 Particulars (Rs. Mn) FY22 FY23 FY24 FY25 FY26 Non Current assets Equity Property, Plant and Equipment 4,870 4,814 5,787 5,908 6,161 Equity Share capital 159 159 159 159 159 Capital work in progress 267 813 320 337 585
Slide 47: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement Particulars (Rs. Mn) FY22 FY23 FY24 FY25 FY26 Profit Before Taxes 1,355 3,181 4,806 5,591 4,522 Changes in working capital 188 813 204 -100 119 Cash generated from operations 1,543 3,994 5,010 5,491 4,641 Direct taxes paid (net of refund) 414 674 1,264 1,602 1,331 Ne
Slide 48: New Product Launch
New Product Launch 14-May-26 This is is This a proprietary a proprietarydocument of Kirloskar document of KirloskarBrothers Brothers Limited Limited 47 47
Slide 49: Awards & Accolades
Awards & Accolades 4th Facility of KBL and SPP Pumps to be accredited Received the prestigious TPM excellence award from JIPM with FM/UL Certification SPP Pumps was awarded the “Manufacturer of the Year” title for the 4th consecutive year 14-May-26 This is is This a proprietary a proprietarydocument
Slide 50: Awards & Accolades
Awards & Accolades Kirloskar Brothers Limited Wins KBL’s Pump Testing Laboratory KPML Receives Patent KEPL awarded the NSCI Safety National Energy Conservation Award Accredited by the Hydraulic Institute, for IE5-Class 3-Phase Award 2025 for excellence in 2025 for KOSi-135 Openwell Setting a New Ben
Slide 51: ESG Initiatives
ESG Initiatives Environmental Social Governance • Enhancement of renewable energy- power purchase agreement for 13.5 • Vikas Charitable Trust established in 1994 • Sustainability reporting since 2009-10 and integrated reporting since KwH open access solar • CSR activities revolves around Education,
Slide 52: Shaping Tomorrow: A Commitment to CSR
Shaping Tomorrow: A Commitment to CSR All-women operated manufacturing facility in Kaniyur & 35% women workforce in Sanand factory is testimony towards gender equality and women empowerment KBL conducts an array of activities and campaigns throughout the year. The company focuses on three areas for
Slide 53: Thank you
Thank you Company Investor Relations Advisor CIN: U74140MH2010PTC204285 CIN: L29113PN1920PLC000670 Mr. Jigar Kavaiya / Mr. Tanay Shah Mr. Bhavesh Chheda E: jigar.kavaiya@sgapl.net / tanay.shah@sgapl.net Email: bhavesh.chheda@kbl.co.in T: +91 9920602034 / +91 9833391899 www.kirloskarpumps.com www.sga