Earnings Call/Transcript
Balkrishna Industries Q2 & H1 FY27 Call Audio
Balkrishna Industries has made available the audio recording of its Q2 and H1 FY27 results conference call held on 5 November 2026.
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Earnings Call/Transcript
Balkrishna Industries has made available the audio recording of its Q2 and H1 FY27 results conference call held on 5 November 2026.
Regulatory/Compliance Filing
Balkrishna Industries will hold 1x1 and group meetings with investors in Mumbai on 17 November 2026, organised by CLSA.
Dividend
Balkrishna Industries published a newspaper notice fixing 11 November 2026 as the record date for its proposed second interim dividend for FY2026-27.
Investor Presentation
Balkrishna Industries’ November 2026 presentation highlights Q2 and H1 FY27 performance, growth strategy, planned capex and its strategic partnership with Pirelli.
Financial Results
Balkrishna Industries approved unaudited standalone and consolidated results for the quarter and half year ended September 30, 2026, and declared a second interim dividend of Rs. 4 per share.
Earnings Call/Transcript
Balkrishna Industries will hold an earnings conference call on 5 November 2026 at 10:00 AM IST to discuss Q2 and H1 FY27 operational and financial performance.
Balkrishna Industries Ltd (BALKRISIND) is currently trading at 2,406.20 per share. Stock prices fluctuate during market hours on NSE and BSE based on demand, company updates, and overall market conditions. Refer to the live price chart above for the most recent price movement.
Balkrishna Industries manufactures specialized off-highway tires for agricultural, mining, construction, industrial, earthmover, port, ATV and turf-care applications, supported by more than 3,600 SKUs and distribution across over 160 countries. It also operates integrated carbon-black, mould and drum manufacturing capabilities, with BKT Carbon emerging as a distinct business identity. The company is pursuing a significant business transformation beyond off-highway tires. Its FY30 plan targets approximately Rs. 23,000 crore revenue, with around 70% from OHT, 10% from third-party carbon-black sales and 20% from on-road tires, implying roughly 17% five-year revenue CAGR from the FY25 base. BKT’s India exposure has expanded sharply, reaching 39.4% of H1FY27 sales volume compared with 26.8% in FY24, while Europe declined to 39.2% from 47.1%. This shift reflects stronger domestic growth and the initial rollout of commercial-vehicle, passenger-car and two-wheeler tires. H1FY27 revenue rose 35% and net profit increased 31%, but EBITDA margin contracted 332 basis points to 19.4%. The divergence indicates strong volume and operating leverage benefits are currently being offset by input-cost pressure, product-mix transition, higher depreciation and financing costs. The Pirelli partnership provides BKT with premium technology, brand credibility and a committed route into passenger-car tires. Production begins in 2027, with supplies planned to reach 800,000 Pirelli-branded tires by 2030, while a proposed joint venture could establish a larger long-term domestic platform.
Over the past 52 weeks, Balkrishna Industries Ltd has traded between a low of ₹1,969.55 and a high of ₹2,775.00. The 52-week high and low indicate the stock’s price range over the last year and help investors understand its volatility and recent trading levels.
Balkrishna Industries Ltd has a market capitalization of approximately 43,378.44. Market capitalization represents the total value of a company’s outstanding shares and helps investors understand its size, stability, and relative risk compared to other listed companies.
Balkrishna Industries Ltd’s investment profile depends on its business fundamentals, valuation, and long-term outlook. The stock currently trades at a PE ratio of 30.44 and operates in the its sector sector. Investors typically assess financial performance, growth prospects, and individual risk tolerance before making investment decisions.
Based on its market capitalization of 43,378.44 Cr, Balkrishna Industries Ltd is classified as a Mid Cap stock. Large-cap stocks are generally more stable, while mid-cap and small-cap stocks tend to offer higher growth potential along with higher price volatility.
Balkrishna Industries Ltd operates in the its sector sector. Sector classification matters because companies in the same sector are often affected by similar economic conditions, regulatory changes, and competitive dynamics, which can influence overall stock performance.
The Price-to-Earnings (PE) ratio of Balkrishna Industries Ltd is 30.44. The PE ratio compares a company’s share price to its earnings and is commonly used to assess valuation. Comparing the PE ratio with sector peers and historical levels provides better context.
Balkrishna Industries issued 55,000 listed unsecured NCDs through private placement during the quarter ended September 30, 2026. Each NCD had a face value of Rs 1 lakh, resulting in a total issue size of Rs 550 crore. The filing does not disclose the coupon or maturity.
Balkrishna Industries reported consolidated net cash from operating activities of Rs 26.82 crore for the half year ended 30 September 2026. This compared with Rs 1,262.85 crore in the corresponding half-year period of 2025. Direct taxes paid during the latest half were Rs 152.54 crore.
Balkrishna Industries reported consolidated profit after tax of Rs 292.62 crore for the quarter ended 30 September 2026. This was Rs 19.43 crore higher than Rs 273.19 crore in the year-earlier quarter, but Rs 157.75 crore lower than Rs 450.37 crore in the June 2026 quarter.
BKT has stated a target of about Rs 23,000 crore in revenue by FY30. The target compares with reported FY26 revenue of Rs 10,656 crore and implies a stated five-year CAGR of about 17% from the 2025 base.
Auto Components
Tyres & Rubber Products
46,516 Cr
High Risk
32.6
36.2
1.7
4.0
2,775.00
1,969.55
Sales CAGR
Profit CAGR
ROE
ROCE