Krishna Defence and Allied Industries Limited · NSE:KRISHNADEF
Krishna Defence and Allied Industries — Q2 & H1 FY27 Earnings Presentation
42 slides from Krishna Defence and Allied Industries's earnings presentation, Oct 30, 2026
Slide 1: Filing cover letter to NSE
Date: 30.10.2026 To, The Corporate Relationship Dept., National Stock Exchange of India Limited, Exchange Plaza, Bandra Kurla Complex, Bandra (East), Mumbai - 400 051 Symbol: - KRISHNADEF ISIN: - INE0J5601015 Sub: INVESTOR PRESENTATION FOR THE QUARTER & HALF YEAR ENDED 30.09.2026. Respected Sir/ Mad
Slide 2: Investor Presentation Q2 & H1 FY27
Investor Presentation Q2 & H1 FY27 Investor Presentation Q4 & FY26
Slide 3: Table of Contents
Table of Contents Table of Contents PERFORMANCE HIGHLIGHTS & UPDATES ABOUT US WAY FORWARD ANNUAL FINANCIALS BUSINESS OVERVIEW INDUSTRY OVERVIEW TEAM & TIMELINE Krishna Defence & Allied Industries Limited 2
Slide 4: Performance Highlights & Updates
PERFORMANCE HIGHLIGHTS UPDATES PERFORMANCE HIGHLIGHTS & UPDATES Krishna Defence & Allied Industries Limited 3
Slide 5: Key Business Highlights – Q2'FY27
KEY BUSINESS HIGHLIGHTS – Q2’FY27 KEY BUSINESS HIGHLIGHTS – Q2’FY27 Expansion of Defence International Expansion Technology Acquisition Defence Innovation – iDEX Product Portfolio Signed an MoU with a defence prime Signed an MoU with Pitagone, Belgium, Received Transfer of Technology Won the Indian
Slide 6: Financial Highlights (Q2'FY27 - Standalone)
FINANCIAL HIGHLIGHTS (Q2’FY27 - Standalone) Order Book & Tender Pipeline as on September 30, 2026 Revenue INR 753 Mn 55.7% YoY Unexecuted Order Book Tender Pipeline INR 1,090 Mn INR 3,050 Mn EBITDA EBITDA % Strong & stable order book as on 30 Sep 2026 Robust opportunity pipeline under active pursuit
Slide 7: Quarterly Income Statement (Standalone)
QUARTERLY INCOME STATEMENT (Standalone) QUARTERLY INCOME STATEMENT (Standalone) Particulars (INR Mn) Q2FY27 Q1FY27 Q2FY26 YoY% H1FY27 H1FY26 YoY% Revenue from Operations 752.9 576.0 483.6 55.7 1,328.9 1,162.8 14.3 Total Expenditure 550.4 424.4 391.6 40.6 974.8 944.6 3.2 COGS 388.2 326.8 272.0 42.7 7
Slide 8: About Us
ABOUT US ABOUT US 7
Slide 9: Company Overview
COMPANY OVERVIEW KDAIL is a rapidly advancing defence company, providing critical systems and components to the Indian Navy and the Indian Army, aligned with the national Make in India (MII) vision to build world-class, self-reliant manufacturing capabilities. COMPANY OVERVIEW KDAIL is a rapidly adv
Slide 10: Infrastructure Overview
INFRASTRUCTURE OVERVIEW INFRASTRUCTURE OVERVIEW KALOL Manufacturing “Composites products, metal stampings” ~40,000 sq. ft ISO 9001:2015 Accredited Manufacturing Facility Defence Products Dairy Equipments (Halol, Gujarat) (Kalol, Gujarat) HALOL Ship Building Steel Sections Milk Cooling Tanks Foundry
Slide 11: Key Products (Defence)
KEY PRODUCTS (DEFENCE) KEY PRODUCTS (DEFENCE) Ship Building Special Steel Alloy Welding Special Steel Alloy Armoured Improved Space Steel Sections Welding Wire Electrodes Ballast Bricks Steel Profile Heating Device • These are specialized • Special alloys for least • High durability alloy • It has l
Slide 12: Key Products (Dairy)
KEY PRODUCTS (DAIRY) KEY PRODUCTS (DAIRY) Milking Collection BMC Milking Machine Robotic Milk Collection Milk Cans and Storage Vessels Open/ close type milk tank as per Belt and couple driven models with Patented operator less seamless are manufactured using food ISO 5708 Type 2 I fixed and trolley
Slide 13: Defence Clientele
DEFENCE CLIENTELE DEFENCE CLIENTELE Indian Army Indian Navy Cochin Shipyard Defence Research Armoured Vehicles Limited & Development Nigam Limited Organisation Mazagon Dock Hindustan Larsen and Garden Reach Shipbuilders & Goa Shipyard Shipbuilders Limited Shipyard Limited Toubro Engineers Limited Li
Slide 14: Way Forward
WAY FORWARD WAY FORWARD 13
Slide 15: New Business Prospects
NEW BUSINESS PROSPECTS NEW BUSINESS Specialised Weld Consumables New material development for welding, joining and additive manufacturing. PROSPECTS Additional Components Components and hull structures and aerospace components Smart Ammunition Venture into collaboration/partnership for Smart Ammunit
Slide 16: Strategic Expansion into Marine & Offshore Engineering Services
STRATEGIC EXPANSION INTO MARINE OFFSHORE ENGINEERING SERVICES STRATEGIC EXPANSION INTO MARINE & OFFSHORE ENGINEERING SERVICES Driving Synergies & Strategic Growth Leverage Conceptia’s Capitalize on rising Enhance KDAIL’s position technical expertise and defence and commercial as a comprehensive CONC
Slide 17: Deep into Defence: Waveoptix Defence Solution
DEEP INTO DEFENCE DEEP INTO DEFENCE WAVEOPTIX Incorporated in Associate Company of Manufacturing for Dedicated team expertise in August 2023 Krishna Defence Defence & Space Radio Frequency Technology Electronics DEFENCE SOLUTION Special focus on Optic Fibre over PRIVATE LIMITED Radio Frequency for l
Slide 18: Deep into Defence
DEEP INTO DEFENCE DEEP INTO PRODUCT/ SOLUTIONS DEFENCE • Bi-Directional RFOF for HF/VHF/UHF Radio • Multi-Link RF over Fiber for Submarine Radio Communication system • Antenna Remoting System for RF Search Receiver System (1.5MHz to 3GHz) • 10 Channel phase matched RFoF Link for EW COMINT DF Systems
Slide 19: Composite Doors and Hatches
COMPOSITE DOORS AND HATCHES COMPOSITE DOORS AND HATCHES Joint Venture with DOORS HATCHES VABO Composite (Netherlands) Incorporated Subsidiary Krishna Vabo Defence Composites Private Limited Commissioned facility for manufacture of Fire-Resistant Composite Doors and Hatches in final stages Pressure T
Slide 20: Way Forward: 30%+ CAGR target
WAY FORWARD WAY FORWARD We are aiming to grow at 30%+ CAGR for the next 3 to 5 years Development of New Facility for Composite Defence New Defence Doors & Hatches Electronics The company is working towards new product Establishing a new manufacturing facility in Investing in company specifically inc
Slide 21: Annual Financials
ANNUAL FINANCIALS ANNUAL FINANCIALS Krishna Defence & Allied Industries Limited 20
Slide 22: Financial Overview
FINANCIAL OVERVIEW FINANCIAL OVERVIEW EBITDA Operating Revenue (INR Mn) 67.4% (CAGR) 600 21.3% 25.0% 16.1% 14.5% 20.0% 400 13.3% 13.9% 52.8% (CAGR) 15.0% 200 10.0% 5.0% 66 89 154 306 520 0 0.0% FY22(S) FY23(S) FY24(C) FY25(C) FY26(C) EBITDA (INR Mn) EBITDA % Net Profit 2,448 102.4% (CAGR) 500 16.9%
Slide 23: Profit & Loss Statement
PROFIT LOSS STATEMENT PROFIT & LOSS STATEMENT Standalone Consolidated Particulars (INR Mn) FY22 FY23 FY24 FY25 FY26 Revenue from Operations Total Expenditure 499.2 432.9 636.5 548.0 1,064.3 909.9 1,896.1 1,589.9 2,447.8 1,927.6 CAGR (FY22 – FY26) COGS 211.7 331.7 564.0 1,212.2 1,438.6 Revenue Employ
Slide 24: Balance Sheet (Consolidated)
BALANCE SHEET (Consolidated) BALANCE SHEET (Consolidated) Particulars (INR Mn) FY25 FY26 H1FY27 Particulars (INR Mn) FY25 FY26 H1FY27 EQUITY & LIABILITIES ASSETS Shareholders' Fund 1,314.3 1,935.3 2,198.1 Non-Current Assets 368.1 1,278.2 1,485.4 Share Capital 140.6 149.3 149.5 Property, Plant & Equi
Slide 25: Team & Timeline
TEAM TIMELINE TEAM & TIMELINE Krishna Defence & Allied Industries Limited 24
Slide 26: Board of Directors
BOARD OF DIRECTORS Mr. Ankur Shah Mr. Jaykumar Toshniwal Mr. Divyakant Zaveri Managing Director Independent Director Independent Director (Production Engineer) (Chartered Accountant | PG - IIM Ahmedabad) (Chartered Accountant | Corporate Management) Mrs. Preyal Shah Rear Admiral Anil Kumar Dutta Har
Slide 27: Meet the Team
MEET THE TEAM MEET THE TEAM Mr. Ankur Shah Mr. Manish Shah Dr. Mayur Chaudhary Mr. Rohit Shintre Mr. Ajinkya Gaikwad Managing Director Chief Financial Officer CEO – Dairy Division Product Development Head CEO (Composite Division) Krishna Defence & Allied Industries Limited 26
Slide 28: Our Evolution
OUR EVOLUTION OUR EVOLUTION 1997 2006 2008 2014 2018 Established and started the Entered the Defence Sector and Recognition from DMRL, Hyderabad for Awarded Defence Technology Awarded INDIA SME 100 Awards organisation with manufacturing became an ToT partner with successfully manufacturing Ship Buil
Slide 29: Business Overview
BUSINESS OVERVIEW BUSINESS OVERVIEW 28
Slide 30: Defence
DEFENCE DEFENCE In-house Development, Transfer of Technology from manufacturing and DRDO & others, production supply of Products and supply of Products Approved and Providing solutions Providing INDIGENISED SOLUTION, Catalyzing the growth of Registered Vendor for to Indian Navy and thereby curtailin
Slide 31: Competitive Strengths
COMPETITIVE STRENGTHS COMPETITIVE STRENGTHS Registered and approved vendor for Indian Precision Engineering Expertise Partnered with DRDO and its divisions Navy for supply of specialised steel leading to inhouse development and like DMRL, DIPAS and R&DE for various section for Naval Shipbuilding in
Slide 32: Our Objectives
OUR OBJECTIVES OUR OBJECTIVES MISSION VISION VALUES To continuously strive to deliver innovative, To deliver world-class engineering Performance with pride and honor cost efficient, and modern engineering solutions that empower Government, PSUs, wherein ethical behavior is encouraged. solutions lace
Slide 33: Industry Overview
INDUSTRY OVERVIEW INDUSTRY OVERVIEW Krishna Defence & Allied Industries Limited 32
Slide 34: Strong Tailwinds in India's Defence & Maritime Sector
STRONG TAILWINDS IN INDIA’S DEFENCE MARITIME SECTOR STRONG TAILWINDS IN INDIA’S DEFENCE & Unprecedented Growth & Policy Support MARITIME SECTOR • INR 8.45 trillion in DAC-approved defence acquisitions (FY22–25) — 3.3x increase over the previous three years • INR 2.35 trillion in mega shipbuilding or
Slide 35: Defence Industry Overview (1/2)
DEFENCE INDUSTRY OVERVIEW (1/2) DEFENCE INDUSTRY OVERVIEW (1/2) In FY26, defence production grew By 2029, Government aims to India ranked among the top 25 arms ~16% YoY to INR 1.78 lakh crore; exports scale defence manufacturing to INR 3 exporting nations in FY25. increased ~63% YoY to INR 38,424 cr
Slide 36: Defence Industry Overview (2/2)
DEFENCE INDUSTRY OVERVIEW (2/2) DEFENCE INDUSTRY OVERVIEW (2/2) Indian Defence Sector’s top 3 largest Market Segment Military Naval Vessels & Missile & Missile Fixed Wing Surface Combatants Defence System Indian India’s vision to be among top 5 Indian navy aimed to have a force of Indian navy has 68
Slide 37: Defence Budget Outlook
DEFENCE BUDGET OUTLOOK DEFENCE BUDGET OUTLOOK CAPITAL OUTLAY Defence Services (INR Bn) Naval Fleet & Dockyard (INR Bn) 2,193 310 298 294 1,865 287 1,572 1,595 1,500 259 RE 2022-23 RE 2023-24 RE 2024-25 RE 2025-26 BE 2026-27 RE 2022-23 RE 2023-24 RE 2024-25 RE 2025-26 BE 2026-27 Record-Breaking Defen
Slide 38: ToT from CSIR Goa and MOU with Pitagone, Belgium
Got ToT from CSIR Goa for the JAYA AUV Signed MOU with Pitagone, Belgium for Mr. Manish Shah receiving the award for fastest manufacture of Barriers for export to Belgium. growing SME from Gujarat Krishna Defence & Allied Industries Limited 37
Slide 39: DTA Award, SME Award, NMRL Award
DTA Award DTA Award SME Award NMRL Award Recognition with an Appreciation Certificate from Defence Metallurgical Research Laboratory (DMRL), Hyderabad for successfully developing Bulb Bars (ship building steel sections), a critical component for the Indian Navy’s indigenization program, as the proje
Slide 40: Certifications
CERTIFICATIONS CERTIFICATIONS NABL ABS SAMAR ISO 9001:2015 Krishna Defence & Allied Industries Limited 39
Slide 41: Safe Harbor
Safe Harbor Safe Harbor This document has been prepared for information purposes only and is not an offer or invitation or recommendation to buy or sell any securities of Krishna Defence and Allied Industries Limited (“KDAIL”, ”Krishna Defence”, “Company“), nor shall part, or all, of this document f
Slide 42: Thank You
THANK YOU THANK YOU KRISHNA DEFENCE & ALLIED INDUSTRIES®LTD KAPTIFY ® Consulting 344, A to Z Industrial Estate, Lower Parel, Strategy & Investor Relations | Consulting Mumbai – 400 013. Email: [email protected] Email: [email protected] +91-845 288 6099 +91 22 4220 3800 www.kaptify.in www.krish
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