Kirloskar Oil Engines Limited · NSE:KIRLOSENG

Kirloskar Oil Engines — Q2 FY27 Earnings Presentation

19 slides from Kirloskar Oil Engines's earnings presentation, Nov 4, 2026

  1. Slide 1: Stock exchange cover letter for earnings call presentation

    Date: 4th November 2026 BSE Scrip Code: 533293 NSE Scrip Code: KIRLOSENG To To Corporate Relationship Department Listing Department BSE Limited National Stock Exchange of India Ltd. 1st Floor, Rotunda Building, Exchange Plaza, C -1, Block G, Dalal Street, Fort, Bandra-Kurla Complex, Bandra (E), Mumb

  2. Slide 2: Earnings Call Presentation Q2 FY27

    Earnings Call Presentation Q2 FY27 5th November 2026

  3. Slide 3: Disclaimer & Safe Harbor Statement

    DISCLAIMER & SAFE HARBOR STATEMENT Statements in this presentation, particularly those which relate to management’s views and analysis, describing the Company’s objectives, projections, estimates and expectations may constitute “forward looking statements” within the meaning of applicable laws and r

  4. Slide 4: KOEL Group structure

    KOEL GROUP KOEL Fluid Dynamics (P) Kirloskar Americas Kirloskar Kirloskar Advanced Arka Financial Limited (“KFD”)1 Corporation2 International ME Systems Private Holdings (P) Ltd4 (100%) (100%) FZE7 (100%) Limited8 (100%) (100%) Engines LPG, LLC Arka Investment KOEL- Earnings Call – Q2 FY27 – KOEL Gr

  5. Slide 5: Content

    CONTENT ▪ BUSINESS OVERVIEW ▪ STANDALONE ▪ SALES HIGHLIGHTS ▪ CONSOLIDATED ▪ SEGMENT OVERVIEW ▪ FINANCIAL OVERVIEW 4

  6. Slide 6: Business Overview: Products to Business Segments

    Products to Business Segments… Product Lines Business Segments Power & Energy (B2B) Business Engines, Gensets & Power Systems Powergen Industrial Engines & Power Systems Industrial Power Solutions for Large / Institutional Project Clients (Marine, Defence etc) Distribution Aftermarket Sales & Servic

  7. Slide 7: Standalone Sales Highlights – Q2 FY27 YoY

    STANDALONE SALES^ HIGHLIGHTS – Q2 FY27 YoY Total Sales Powergen Industrial Distribution & After International 17% Market 19% 792 2% 29% 50% 1,722 678 373 381 1,449 293 257 227 171 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 KOEL- Earnings Call – Q2 FY27 – Standalo

  8. Slide 8: Standalone Sales Highlights – H1 FY27 YoY

    STANDALONE SALES HIGHLIGHTS – H1 FY27 YoY Total Sales Powergen Industrial Distribution & After International 17% 17% 3,184 Market 1,512 10% 24% 25% 2,711 1287 749 683 560 450 363 291 H1 FY 26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 KOEL- Earnings Call – Q2 FY27 – Stan

  9. Slide 9: Consolidated Segment Performance – Power & Energy (B2B)

    CONSOLIDATED SEGMENT PERFORMANCE OVERVIEW – POWER & ENERGY (B2B) Segment Revenue Trend Performance Updates All amounts are in “₹ Crore” Domestic Export ▪ Domestic Powergen saw strong performance across LHP, MHP, and 1,745 1,457 1,557 1,488 235 HHP segment, registering market growth rates higher than

  10. Slide 10: Consolidated Segment Performance – Fluid Dynamics (B2C)

    CONSOLIDATED SEGMENT PERFORMANCE OVERVIEW – FLUID DYNAMICS (B2C) Segment Revenue Trend* Performance Updates All amounts are in “₹ Crore” Domestic Export ▪ Fluid Dynamics: Q2’FY27 showed significant growth and clear revenue recovery. 339 330 258 249 301 75 100 ▪ Strong market momentum was supported b

  11. Slide 11: Consolidated Segment Performance – Financial Services

    CONSOLIDATED SEGMENT PERFORMANCE OVERVIEW – FINANCIAL SERVICES Segment Revenue Trend Performance Updates All amounts are in “₹ Crore” 236 ▪ KOEL’s total investment in AFHPL as on 30th September 2026 stood at ₹ 227 1,053 Crore# 221 210 209 ▪ AFHPL Consolidated revenue from operations stood at ₹ 209 C

  12. Slide 12: Content

    CONTENT ▪ BUSINESS OVERVIEW ▪ FINANCIAL OVERVIEW ▪ STANDALONE ▪ PERFORMANCE HIGHLIGHTS ▪ PROFIT AND LOSS STATEMENT ▪ WORKING CAPITAL AND NET CASH POSITION ▪ CONSOLIDATED ▪ PERFORMANCE HIGHLIGHTS ▪ PROFIT AND LOSS STATEMENT ▪ SEGMENT RESULTS 11

  13. Slide 13: Standalone – Performance Highlights

    STANDALONE^ – PERFORMANCE HIGHLIGHTS All amounts are in “₹ Crore” Sales EBITDA & Margin PAT & Margin 19% -6% -14% 1,722 134 1,449 1,461 204 191 115 Quarterly 165 99 14% 11% 9% 7% 11% 7% 18% 15% 16% Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 KOEL- Earnings Call – Q2 FY26

  14. Slide 14: Standalone – Profit and Loss Statement

    STANDALONE - PROFIT AND LOSS STATEMENT All amounts are in “₹ Crore” Particulars Q2 FY27 Q1 FY27 Q-o-Q Q2 FY26 Y-o-Y H1 FY27 H1 FY26 Y-o-Y2 Net Sales 1,722.5 1,461.4 18% 1,449.3 19% 3,183.9 2,711.3 17% Other Operating Income 16.5 9.9 68% 10.2 62% 26.4 20.2 31% Revenue From Operations 1,739.0 1,471.3

  15. Slide 15: Standalone Working Capital and Net Cash Position

    STANDALONE WORKING CAPITAL AND NET CASH POSITION All amounts are in “₹ Crore” Inventories Receivables 64 Days 66 Days 48 Days 64 Days 63 Days 40 Days 44 Days 41 Days 42 Days 43 Days 938 928 820 776 783 764 675 669 704 603 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY2

  16. Slide 16: Consolidated – Performance Highlights

    CONSOLIDATED^ – PERFORMANCE HIGHLIGHTS All amounts are in “₹ Crore” Sales PAT & Margin 17% -18% 2,257 Quarterly 159 130 111 1,983 1,935 8.2% 5.7% 14% 5.6% 17% Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 KOEL- Earnings Call – Q2 FY27 – Consolidated Financial Overview Sales PAT & Margin 15% -18% 4

  17. Slide 17: Consolidated – Profit and Loss Statement

    CONSOLIDATED - PROFIT AND LOSS STATEMENT All amounts are in “₹ Crore” Particulars Q2 FY27 Q1 FY27 Q-o-Q Q2 FY26 Y-o-Y H1 FY27 H1 FY26 Y-o-Y Net Sales* 2,257.1 1,982.8 14% 1,935.3 17% 4,239.9 3,685.5 15% Other Operating Income 26.9 16.9 59% 15.3 76% 43.8 28.3 55% Revenue From Operations 2,284.0 1,999

  18. Slide 18: Segment Results – Consolidated

    SEGMENT RESULTS^ - CONSOLIDATED All amounts are in “₹ Crore” Particulars Q2 FY27 Q1 FY27 Q-o-Q Q2 FY26 Y-o-Y H1 FY27 H1 FY26 YoY Segment Revenue B2B 1,745.3 1,488.3 17% 1,456.6 20% 3,233.6 2,733.0 18% B2C 330.2 301.0 10% 258.4 28% 631.2 550.2 15% Financial Services 208.6 210.4 -1% 235.6 -11% 419.0 4

  19. Slide 19: For Further Information Please Contact

    For Further Information Please Contact: KOEL Company Secretary Group Investor Relations Ms. Amruta Thigale Ms. Mayura Bhusari Tel: +91 7757874812 Tel: (020) 69065009 Email: [email protected] Email: [email protected] 18

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