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![_sbisecurities Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1501793257830825987.png) SBI Securities [@_sbisecurities](/creator/twitter/_sbisecurities) on x 11.8K followers
Created: 2025-07-28 02:20:36 UTC

Balkrishna Industries Ltd (CMP: Rs XXXXX | Mkt Cap: Rs XXXXXX cr)  

1QFY26 Result Update

Financial Overview – Consolidated
🔹️ Revenue at Rs XXXXX cr; up XXX% YoY
🔹️ EBITDA at Rs XXX cr; down XXXX% YoY
🔹️ Adj PAT at Rs XXX cr; down XXXX% YoY
🔹️ Trades at FY26E/FY27E P/E of 27.5x/24.3x respectively
🔹️ Revenue in-line, EBITDA and PAT miss estimates by a huge margin
🔹️ Weak set of numbers

EBITDA Margin Trend
🔹️ 1QFY26: XXXX%
🔹️ 4QFY25: XXXX%
🔹️ 1QFY25: XXXX%

Key Result Takeaways
🔹️ Tyre sales volume at XXXXXX ton, down X% YoY
🔹️ Unrealised forex loss of Rs XXX cr vs gain of Rs X cr YoY  due to sharp increase in forex rates
🔹️ Gross margin impacted by lower share of exports & higher share of domestic sales
🔹️ EBITDA margin impacted by US tariffs and lower sales volume leading to under-absorption of fixed costs
🔹️ Interest cost doubled YoY

Concall scheduled at 11:00 AM on Monday, 28th July, 2025

Disclaimer :

![](https://pbs.twimg.com/media/Gw6RxjAXQAEfSQq.jpg)

XXX engagements

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**Related Topics**
[mkt](/topic/mkt)
[rs](/topic/rs)

[Post Link](https://x.com/_sbisecurities/status/1949656205858865332)