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Latest filing: 2026-08-20 11:02
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Kilburn Eng Targets ₹700 Cr FY27 Revenue at 20% EBITDA; Order Backlog at ₹485 Cr
In its Q1 FY27 earnings call, Kilburn Engineering reported consolidated revenue of ~₹117 cr and EBITDA of ₹24.2 cr (20.1% margin). Management reiterated its full-year FY27 guidance of ~₹700 cr revenue with 20% EBITDA margin, expecting execution to be heavily skewed toward H2. Year-to-date order inflows reached ~₹190 cr against a full-year inflow target of ₹800 cr, with the total backlog at ~₹485 cr and an inquiry pipeline of ~₹4,000 cr. A ₹98 cr equity fundraise at ₹425/share was completed, leaving the company net debt-free to support ongoing capex toward a ₹1,000 cr revenue capability.
Confidence: HIGH
What changedFiling of detailed Q1 FY27 earnings conference call transcript outlining execution deferrals, order pipeline, and full-year financial outlook.
Why it mattersProvides management guidance that FY27 will be heavily H2-weighted and confirms balance sheet deleveraging after the ₹98 cr equity infusion.
Q1 FY27 Consolidated Revenue: ₹117 crQ1 FY27 Consolidated EBITDA Margin: 20.1%FY27 Revenue Target: ₹700 crOrder Backlog: ₹485 crYTD Order Inflows: ₹190 crEquity Capital Raised: ₹98 cr
📅 Short termExecution pace and customer approvals in Q2 will be critical indicators after Q1 deliveries were deferred due to geopolitical and approval delays.
📈 Long termCapacity additions targeted for completion by October 2026 aim to position the group for ₹1,000 cr annual revenue capability across drying, heat recovery, and fabrication segments.
⚠ Risk flags
- Geopolitical uncertainties causing slower customer decision-making cycles and execution milestone delays
- Steep H2 execution dependency required to achieve the ₹700 cr annual target from a ₹117 cr Q1 base
Key Highlights
Q1 FY27 consolidated revenue stood at ~₹117 cr with EBITDA margin at 20.1% (₹24.2 cr EBITDA)
Maintained full-year FY27 consolidated revenue target of ~₹700 cr with 20% EBITDA margin
Secured ~₹190 cr order inflows YTD towards an annual inflow target of ₹800 cr; active backlog at ~₹485 cr
Completed ₹98 cr equity raise at ₹425 per share, turning the group net debt-free
Ongoing capacity expansions at Kilburn and M.E. Energy scheduled for completion by end-October 2026
👀 What to Watch
Track Q2 and H2 execution ramp-up to evaluate whether the steep ~₹700 cr full-year guidance run-rate is achievable, along with order conversion from the ₹4,000 cr inquiry pipeline.
Q1 PAT Falls 38.6% YoY to ₹13.1 Cr; FY27 Revenue Guided at ₹700 Cr with ₹190 Cr YTD Inflows
Kilburn Engineering reported a 9.5% YoY decline in Q1 FY27 consolidated revenue from operations to ₹116.99 crore, with PAT down 38.6% YoY to ₹13.09 crore due to delivery deferrals. Operating EBITDA margin compressed to 20.10% compared to 27.20% in Q1 FY26. The company secured ₹190 crore in order inflows YTD FY27 and received ₹96.8 crore through warrant conversions, rendering the Group net debt-free. Management maintains an FY27 revenue guidance of ₹700 crore and targets over ₹800 crore in full-year order inflows.
Confidence: HIGH
What changedQ1 FY27 net profit contracted significantly YoY due to project deferrals, while the balance sheet turned net debt-free post a ₹96.8 crore warrant conversion.
Why it mattersDemonstrates near-term margin and revenue volatility due to geopolitical delays in the Middle East, placing heavy reliance on back-ended H2 FY27 execution to meet annual growth targets.
Q1 FY27 Revenue: ₹116.99 crQ1 FY27 PAT: ₹13.09 crQ1 FY27 EBITDA Margin: 20.10%YTD FY27 Order Inflows: ₹190 crWarrant Funds Received: ₹96.8 crFY27 Revenue Target: ₹700 cr
📅 Short termNear-term sentiment may be subdued following the YoY profit decline and margin compression in Q1 FY27.
📈 Long termCapacity expansion across subsidiaries (including data centre fabrication at Monga Strayfield) and a net debt-free balance sheet support management's medium-term revenue target of over ₹1,000 crore.
⚠ Risk flags
- Geopolitical uncertainties in the Middle East prolonging customer decision cycles
- Heavy H2 FY27 execution skew required to meet the ₹700 crore revenue target
- Margin compression in Q1 relative to FY26 levels
Key Highlights
Q1 FY27 consolidated revenue declined 9.5% YoY to ₹116.99 crore from ₹129.25 crore in Q1 FY26
Operating EBITDA dropped 32.4% YoY to ₹24.23 crore, with margins contracting 710 bps YoY to 20.10%
Net profit fell 38.6% YoY to ₹13.09 crore compared to ₹21.31 crore in Q1 FY26
Received ₹96.8 crore from the conversion of 30.375 lakh warrants at ₹425 per share, turning the company net debt-free
Management guided FY27 consolidated revenue of ~₹700 crore and targeted order inflows exceeding ₹800 crore from a ₹4,000 crore enquiry pipeline
👀 What to Watch
Monitor order conversion momentum from the ₹4,000 crore pipeline and quarterly execution run-rate, as achieving the ₹700 crore FY27 revenue target requires a substantial step-up in H2.
