Balkrishna (BALKRISIND) — concall transcript

📢 Key Event
Balkrishna Industries reported 24% YoY revenue growth to INR3,409 crores in Q1 FY27, driven by 16% volume growth in OHT sales and a 20.61% EBITDA margin.

🔄 What Changed
24% YoY revenue growth, 16% OHT sales volume growth, 20.61% EBITDA margin, 5% price hike implemented, INR3,000 crores total FY27 capex

🔮 What's Next
INR5,000 crores revenue target from On-Highway tires by 2030

💡 Investor Takeaway
Shareholders should monitor execution of On-Highway expansion and capex efficiency as key value drivers.

Balkrishna Industries reported 24% YoY revenue growth to INR3,409 crores in Q1 FY27, driven by 16% volume growth in OHT sales and a 20.61% EBITDA margin, supported by a 5% price hike and effective raw material inflation management (5% in Q1, 3% in Q2, 5% in Q3). The company is advancing Phase II capacity expansion to 360,000 MTPA, investing INR3,000 crores in capex, and targeting INR5,000 crores in On-Highway revenue by 2030, while navigating commodity pressures and margin discipline.

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About Balkrishna Industries Ltd (BALKRISIND)

Automobile and Auto Components · Tyres · Listed on BSE

Market Cap: ₹45,074.8 Cr P/E: 32.1 ROE: 12.8% ROCE: 13.2% Div Yield: 0.34%

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"How will the 360,000 MTPA capacity expansion impact margins by FY28?" "What is the expected return timeline for the INR3,000 crores FY27 capex?" "When will the company provide margin guidance for On-Highway segment?"

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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