BALKRISHNA IND. LTD

Balkrishna Industries Limited conducted its Q1 FY27 earnings conference call on July 30, 2026, where management highlighted a record quarterly sales volume in the Off-Highway Tire (OHT) segment, achieving a 16% year-on-year growth. The company faced supply chain challenges but implemented price hikes and improved product mix to mitigate impacts. Management reported strong performance in India and the Americas, with a stable environment in Europe. The Carbon Black business also showed growth, with a new business head appointed. The company is progressing on its capital expenditure plans, having spent approximately INR1,000 crores in the quarter. The stand-alone revenue for the quarter was INR3,409 crores, with a profit after tax of INR432 crores. Management noted geopolitical uncertainties affecting raw material prices and supply chains, while also announcing a first interim dividend of INR4 per equity share.

Management reported both achievements and challenges in the quarter.