Q2 2025 Balkrishna Industries Ltd Earnings Call Transcript
Key Points
- Balkrishna Industries Ltd (BOM:502355) reported a 4% year-on-year growth in volumes for the second quarter and a 14% growth for the first half of the year.
- The company achieved a 10% year-on-year growth in standalone revenue for the second quarter and a 19% growth for the first half of the year.
- The EBITDA for the quarter grew by 13% year-on-year, with a margin of 25.11%, and the first half margin stood at 25.6%.
- The company completed the CapEx for 30,000 metric tons per annum of high-value advanced carbon material, which is expected to contribute to future growth.
- A second interim dividend was declared, bringing the total dividends to INR eight per share for the year.
- Balkrishna Industries Ltd (BOM:502355) is facing weak demand in international markets due to geopolitical tensions and inflationary pressures.
- The company anticipates continued weakness in international markets for the remainder of the year.
- High sea freight costs and inflationary raw material scenarios are impacting the company's cost structure.
- The demand outlook remains uncertain, with no immediate improvement expected in key markets like Europe and North America.
- The company is experiencing challenges in the agricultural segment, which contributes significantly to its revenue.
Ladies and gentlemen, good day. And welcome to the Balkrishna Industries Limited Q2 and H1 FY25 morning conference call.
This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions and expectations of the company. As on the date of this call, these statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict.
As a reminder, all parts of the lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.
Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your desk on phone.
Please note that this conference is being recorded. I now hand the conference over to Mr Rajiv poddar joint managing director. Thank you and over to you, sir.
Thank you.
Good morning everyone and thank you for joining us today.
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