KRBL Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
KRBL reported Q1 FY27 export revenue of Rs 244 crores, down about 50% year-on-year due to the Middle East logistics disruption from the Strait of Hormuz conflict, while exports to other regions grew 37%. Domestic revenue excluding power grew 14% year-on-year to Rs 1,221 crores on higher realizations, while overall revenue was Rs 1,496 crores, lower by about 6%. The company reported EBITDA of Rs 372 crores and PAT of Rs 261 crores, which management described as the strongest quarterly profitability in the company's history.
KRBL reported Q4 FY26 export revenue of Rs 279 crore, down from Rs 450 crore a year earlier, due to Middle East logistics disruptions from geopolitical tensions, while domestic revenue grew 22% to Rs 1,230 crore, its highest ever quarterly domestic revenue. For the full year, total income rose 9% to Rs 6,168 crore, with EBITDA margin at 15.8% and PAT margin at 10.5%. Management also discussed inventory levels, the Samalkha land parcel, and the impact of the Iran-related Middle East conflict on shipping and freight costs.