KIRLOSKAR OIL ENG LTD

During the earnings conference call held on August 7, 2026, management reported that Kirloskar Oil Engines Limited (KOEL) achieved a standalone revenue growth of 16% year-on-year, reaching INR 1,461 crores, driven by strong domestic demand across power generation, industrial, and distribution segments. The power generation segment grew by 18%, while industrial and distribution businesses saw increases of 19% and 20%, respectively. Management highlighted the successful execution of a significant order in the data center segment and noted the establishment of a dedicated subsidiary for defense. However, international business faced challenges due to geopolitical issues, impacting performance. EBITDA for the quarter was reported at INR 165 crores, reflecting a decrease from the previous year, attributed to lower export volumes and rising commodity costs. Management emphasized ongoing pricing actions and operational excellence initiatives to improve profitability moving forward. The call concluded with a focus on long-term growth strategies and market positioning.

Management highlighted both strong domestic performance and challenges in international markets.