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Bharat Forge Ltd.

BHARATFORGConsumer Discretionary filings

We hold this company’s filings and have not read the financial statements out of them yet. Every filing on record is listed under filings, and each one opens.

Earnings calls

21 transcript(s)/analyst meet(s) served; 1 document(s) on file are not transcripts (cover letters, duplicates, unresolved) and are excluded. Speaker attribution is shown only where the segmenter attributes ≥ 95% of sentences to management or analysts (0 of 21 documents here); elsewhere sentences render unattributed.

KindDatePeriodServedAttribution rate
TRANSCRIPT201905222019-03-31yes
TRANSCRIPT201908172019-06-30yes
TRANSCRIPT201911122019-09-30yes
TRANSCRIPT202002142019-12-31yes
TRANSCRIPT202007022020-06-30yes
TRANSCRIPT202008142020-06-30yes
TRANSCRIPT202011182020-09-30yes
TRANSCRIPT202102172020-12-31yes
TRANSCRIPT202111202021-09-30yes
TRANSCRIPT202208122022-06-30yes
TRANSCRIPT202211152022-09-30yes
TRANSCRIPT202305082023-03-31yes
TRANSCRIPT202308102023-06-30yes
TRANSCRIPT202311092023-09-30yes
TRANSCRIPT202402142023-12-31yes
TRANSCRIPT202405102024-03-31yes
TRANSCRIPT202408122024-06-30yes
TRANSCRIPT202411222024-09-30yes
TRANSCRIPT202502142024-12-31yes
TRANSCRIPT202508112025-06-30yes
DUPLICATE202508112025-06-30no
TRANSCRIPT202511142025-09-30yes
TRANSCRIPT202602132025-12-31yes
TRANSCRIPT202608132026-06-30yes

BHARATFORG

files the standard Schedule III statements. Every figure below opens to the filing it was read from; where a figure is not shown, the reason is printed in its place.

Identity

Statement divisiongeneral
Scope servedconsolidated
Panels on this page4

Market

No split, bonus or consolidation is on record for this company inside the period this price series covers, so the closes need no adjustment.

Last close1,998.90
52-week range1181.1 – 2265.2
Return 1M-2.61%
Return 3M-6.82%
Return 1Y65.33%
Return 3Y80.69%
Return 5Y166.59%
Market capitalisationnot shown — we could not confirm it
Shares outstandingnot shown — we could not confirm it
P/Enot shown — we could not confirm it
P/Bnot shown — we could not confirm it
EV/EBITDAnot shown — we could not confirm it

Latest quarter filed — period ending 2026-06-30

In INR crore except per-share figures. `period_id` is the period the filing names for the number; the date beside each cell is when it was filed.

Revenue from operations4,640.00
Other income57.00
Total income4,697.00
Cost of materials consumed2,103.00
Purchases of stock-in-trade11.00
Changes in inventories-46.00
Employee benefit expense594.00
Finance costs90.00

Ownership — 2026-06-30, and the change from 2026-03-31

HolderPer centChange
promoter and promoter group0.440.00
institutions foreign0.150.01
institutions domestic0.32-0.00
mutual funds0.21-0.00
public0.560.00

Documents on file

ClassMost recentOn file
DUPLICATE2025-06-301
TRANSCRIPT2026-06-3023

Financial statements

Filed results, consolidated, in INR crore except per-share figures. Every figure opens to the filing it was read from. Quarterly and annual columns are the periods the filing itself names, never a document date.

Quarterly results, as filed

Line2022-09-302022-12-312023-03-312023-06-302023-09-302023-12-312024-03-312024-06-302024-09-302024-12-312025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Revenue from operations3,076.003,353.003,629.003,877.003,774.003,866.004,164.004,106.003,689.003,476.003,853.003,909.004,032.004,343.004,528.004,640.00
Other income46.0037.0058.0064.0052.0056.0055.0052.0062.0038.0062.0050.0054.0042.0053.0057.00
Total income3,122.003,390.003,687.003,941.003,827.003,922.004,219.004,158.003,750.003,514.003,915.003,958.004,085.004,385.004,581.004,697.00
Cost of materials consumed1,446.001,543.001,732.001,785.001,820.001,522.002,012.001,681.001,685.001,439.001,635.001,717.001,947.001,842.002,272.002,103.00
Purchases of stock-in-trade24.0034.0067.0035.0052.00270.00-112.0085.0072.008.0068.0014.0022.0019.0023.0011.00
Changes in inventories-109.0025.00-48.0058.00-107.00-12.0057.0071.00-192.0024.0020.00-35.00-202.00113.00-143.00-46.00
Employee benefit expense401.00371.00420.00473.00463.00450.00475.00499.00467.00436.00468.00514.00521.00535.00535.00594.00
Finance costs53.00109.0097.00114.00124.00137.00116.00124.00110.0096.0088.0082.0080.0077.0084.0090.00
Depreciation and amortisation188.00186.00181.00206.00211.00224.00207.00218.00213.00218.00224.00226.00241.00249.00255.00263.00
Other expenses883.00912.001,019.00931.00926.00938.001,089.001,030.001,010.00945.00980.001,026.001,018.001,084.001,063.001,268.00
Total expenses2,885.003,179.003,469.003,602.003,488.003,529.003,844.003,707.003,364.003,165.003,483.003,544.003,627.003,919.004,089.004,283.00
Profit before exceptional items and tax237.00211.00218.00339.00338.00393.00375.00451.00386.00349.00432.00414.00458.00467.00492.00414.00
Exceptional items-2.00-0.00-41.000.00-2.000.00-10.00-152.000.000.00-5.000.000.00-56.00-99.00-358.00
Profit before tax235.00211.00177.00339.00336.00393.00365.00299.00386.00349.00426.00414.00458.00411.00393.0056.00
Current tax99.00108.0097.00125.00135.00148.00161.00126.00158.00140.00160.00134.00149.00141.00137.00148.00
Deferred tax-5.00-6.00-48.002.00-13.00-7.00-23.00-1.00-16.00-6.00-19.00-7.009.00-7.0022.00-14.00
Tax expense93.00102.0049.00128.00122.00141.00139.00125.00142.00134.00141.00127.00158.00134.00159.00134.00
Profit for the period142.0079.00128.00214.00215.00254.00227.00175.00243.00213.00283.00284.00299.00273.00233.00-90.00
Profit attributable to owners146.0082.00251.00223.00227.00265.00236.00203.00244.00213.00282.00284.00299.00264.00233.00-90.00
Profit attributable to non-controlling interests-4.00-4.00-8.00-10.00-12.00-10.00-9.00-28.00-0.000.001.000.000.009.001.00-0.00
Other comprehensive income-21.00-118.00115.0074.0033.00-20.00-210.0035.00-72.00-6.00-12.00-101.00-88.0028.00-181.0052.00
Total comprehensive income120.00-40.00243.00288.00248.00234.0017.00210.00171.00207.00270.00182.00212.00301.0053.00-38.00
Earnings per share, basic3.131.782.914.804.885.685.074.365.234.545.925.936.265.534.86-1.88
Earnings per share, diluted3.131.782.914.804.885.685.074.365.234.545.925.936.265.534.86-1.88

Annual results, as filed

Line2020-03-312021-03-312022-03-312023-03-312024-03-312025-03-312026-03-31
Revenue from operations8,056.006,336.0010,461.0012,910.0015,682.0015,123.0016,812.00
Other income188.00169.00196.00173.00227.00214.00199.00
Total income8,244.006,505.0010,657.0013,083.0015,909.0015,337.0017,010.00
Cost of materials consumed3,119.002,480.004,618.006,065.007,138.006,440.007,778.00
Purchases of stock-in-trade406.00174.00188.00166.00245.00232.0079.00
Changes in inventories52.00-20.00-590.00-270.00-4.00-77.00-267.00
Employee benefit expense1,195.001,071.001,465.001,563.001,860.001,870.002,103.00
Finance costs171.00108.00160.00299.00491.00417.00323.00
Depreciation and amortisation548.00612.00730.00736.00848.00874.00971.00
Other expenses2,169.001,769.002,764.003,618.003,885.003,965.004,192.00
Total expenses7,660.006,194.009,336.0012,177.0014,463.0013,720.0015,179.00
Profit before exceptional items and tax584.00311.001,321.00906.001,446.001,617.001,831.00
Exceptional items-79.00-306.0092.00-46.00-12.00-157.00-154.00
Profit before tax505.005.001,414.00860.001,434.001,460.001,677.00
Current tax183.0091.00353.00395.00569.00585.00561.00
Deferred tax-71.0011.00-50.00-77.00-40.00-42.0017.00
Tax expense112.00102.00303.00319.00529.00543.00578.00
Profit for the period349.00-127.001,077.00508.00910.00913.001,089.00
Profit attributable to owners350.00196.001,082.00459.00951.00941.001,080.00
Profit attributable to non-controlling interests-1.00-0.00-5.00-20.00-41.00-28.0010.00
Other comprehensive income-173.00322.00235.00-70.00-123.00-56.00-341.00
Total comprehensive income176.00195.001,312.00439.00787.00858.00748.00
Earnings per share, basic7.51-2.7123.2311.3520.4320.0522.58
Earnings per share, diluted7.51-2.7123.2311.3520.4320.0522.58

Balance sheet, as filed

Line2022-09-302023-03-312023-09-302024-03-312024-09-302025-03-312025-09-302026-03-31
Total assets16,395.0018,384.0018,979.0019,349.0018,993.0020,088.0020,728.0022,260.00
Non-current assets8,247.009,382.009,280.009,334.009,639.009,856.0010,664.0011,057.00
Current assets8,148.008,522.009,699.0010,016.009,354.0010,232.0010,063.0011,203.00
Property, plant and equipment4,768.005,272.005,380.005,468.005,328.005,847.006,258.007,258.00
Capital work-in-progress1,045.00696.00716.00977.001,806.001,725.001,880.001,251.00
Goodwill297.00295.00295.00296.00268.00263.00389.00390.00
Other intangible assets432.00593.00558.00545.00483.00489.00562.00539.00
Inventories3,088.003,126.003,328.003,216.003,511.003,578.004,011.004,053.00
Trade receivables2,486.003,087.003,193.003,167.002,805.002,900.003,092.003,910.00
Cash and cash equivalents516.00509.00731.001,315.00838.00621.00778.00848.00
Total equity and liabilities16,395.0018,384.0018,979.0019,349.0018,993.0020,088.0020,728.0022,260.00
Equity6,606.006,742.007,026.007,165.007,243.009,221.009,328.009,557.00
Equity share capital93.0093.0093.0093.0093.0096.0096.0096.00
Other equity6,465.006,612.006,919.007,077.007,184.009,125.009,265.009,461.00
Total liabilities9,789.0011,643.0011,953.0012,184.0011,749.0010,868.0011,400.0012,703.00
Non-current liabilities2,894.003,366.002,404.002,904.002,724.002,165.002,275.003,122.00
Current liabilities6,895.008,277.009,549.009,280.009,025.008,703.009,125.009,581.00
Borrowings, non-current1,898.001,751.001,369.001,859.001,765.001,319.001,275.001,812.00
Borrowings, current4,297.005,101.005,706.005,663.005,547.004,969.004,934.005,062.00
Trade payables1,930.002,151.002,354.002,262.002,237.002,344.002,763.002,996.00

Cash flow, as filed

Line2022-09-302023-03-312023-09-302024-03-312024-09-302025-03-312025-09-302026-03-31
Net cash from operating activities192.001,294.00591.001,664.00874.001,796.00999.001,487.00
Net cash from investing activities-187.00-1,671.00-117.00-667.00-536.00-1,964.00-72.00-1,033.00
Net cash from financing activities-48.00280.00-264.00-203.00-836.00-570.00-862.00-442.00
Purchase of property, plant and equipment482.00996.00445.001,524.00819.001,450.00565.001,140.00
Net increase in cash-42.00-91.00222.00807.00-477.00-694.00157.00227.00
con:CFO.BEFORE_TAX380.001,855.00770.002,183.001,160.002,401.001,216.002,051.00
con:INTEREST_RECEIVED.OPERATING0.000.000.000.000.000.000.000.00
con:INTEREST_PAID.OPERATING0.000.000.000.000.000.000.000.00
con:DIVIDENDS_RECEIVED.OPERATING0.00-1.000.000.000.000.000.000.00
con:TAX_PAID.OPERATING189.00417.00179.00519.00286.00605.00217.00565.00
con:CF_OTHER.OPERATING0.00-143.000.000.000.000.000.000.00
con:INVESTMENTS_PURCHASED4,959.00-10,982.005,429.0010,704.006,435.0014,238.007,496.0012,541.00
con:INVESTMENTS_SOLD5,594.00-11,352.005,810.0011,589.006,661.0013,690.008,449.0013,091.00
con:PPE_DISPOSALS6.0026.0056.0024.0042.000.0026.000.00
con:CF_INVESTING.SUBSIDIARIES_SOLD0.000.000.000.000.000.000.000.00
con:CF_INVESTING.SUBSIDIARIES_ACQUIRED336.0011.0053.0053.000.0030.00499.00499.00
con:CF_INVESTING.JV_SOLD0.000.000.000.000.000.000.000.00
con:CF_INVESTING.JV_ACQUIRED0.000.000.000.000.000.000.000.00

Who owns it

The shareholding pattern filed with the exchange every quarter, as a series. Percentages are of total shares. Each figure names the filing it was read from and the date it was filed.

Holder2023-03-312023-06-302023-09-302023-12-312024-03-312024-06-302024-09-302024-12-312025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Promoter and promoter group45.2545.2545.2545.2545.2545.2545.2544.0744.0744.070.440.440.440.44
Domestic institutions27.8928.8028.1227.9428.2428.1326.4728.5030.3531.410.320.340.330.32
Mutual funds—————————21.200.220.230.210.21
Insurance companies5.625.735.685.165.275.977.177.377.998.420.090.090.080.08
Foreign institutions16.1715.7916.2816.6016.4717.0318.7217.8816.0714.370.140.120.140.15
Government—————————0.00—0.000.000.00
Public54.7554.7554.7554.7554.7554.7554.7555.9355.9355.930.560.560.560.56
Non-institutional10.6910.1610.3410.2110.039.589.559.559.5010.150.100.090.090.09
Shares outstanding465587832465587832465587832465588632465587832465587832465587832478088632478088632478088632478088632478088632478088632478088632

Related parties

Transactions with related parties as disclosed to the exchange for the period ending 2024-09-30, by counterparty, largest first. Amounts are as filed. Each row names the filing and the date it was filed.

CounterpartyRelationshipTypeAmount in the periodTransactions
Bharat Forge International LimitedFellow SubsidiaryAny other transaction, Interest paid, Investment, Sa14,976,350,000.0012
Saarloha Advanced Materials Private LimitedOther related partiesAdvance, Any other transaction, Interest received, P8,392,570,000.0019
Kalyani Strategic Systems LimitedFellow SubsidiaryAny other transaction, Interest paid, Investment, Lo6,345,550,000.0013
Bharat Forge America Inc.Subsidiary CompanyAny other transaction, Interest received, Investment3,435,320,000.008
Bharat Forge Aluminium USA, Inc.Fellow SubsidiaryAny other transaction, Investment, Sale of goods or 3,416,520,000.0014
Kalyani Powertrain LimitedSubsidiaryAny other transaction, Interest paid, Interest recei3,412,180,000.0017
Kalyani Steels LimitedOther related partiesAny other transaction, Interest received, Purchase o2,441,950,000.007
Rafael Advanced Defence Systems LtdOther related partiesAny other transaction, Purchase of goods or services1,982,790,000.006
Bharat Forge Aluminiumtechnik GmbHHolding CompanyAny other transaction, Investment, Purchase of goods1,330,640,000.0015
REFU Drive GmbHAssociateAny other transaction, Interest received, Investment922,060,000.005
Tork Motors Private LimitedHolding CompanyAny other transaction, Investment, Purchase of goods850,030,000.005
Bharat Forge CDP GmbHSubsidiaryAny other transaction, Interest paid, Investment, Pu840,810,000.0015
Bharat Forge Daun GmbHHolding CompanyAny other transaction, Investment, Purchase of goods836,780,000.0011
KTMS Design and Engineering Private LimitedOther related partiesAdvance, Any other transaction, Purchase of goods or530,790,000.008
Kalyani Technoforge LimitedOther related partiesAny other transaction, Purchase of goods or services522,140,000.0017

What management said

Every earnings call we hold for this company, read in full. Prepared remarks are separated from the question-and-answer session and every paragraph names who said it and on which page. These are management’s own words, not filed figures.

DateQuarterWho spoke
2026-02-13Q3FY26BHARAT FORGE LIMITEDRead the call
2025-08-11Q1FY26BHARAT FORGE LIMITEDRead the call
2025-02-14Q3FY25Read the call
2024-11-22Q2FY25Read the call
2024-08-12Q1FY25Read the call
2024-05-10Q4FY24BHARAT FORGE LIMITEDRead the call
2024-02-14Q3FY24BHARAT FORGE LIMITEDRead the call
2023-11-09Q2FY24BHARAT FORGE LIMITEDRead the call
2023-08-10Q1FY24BHARAT FORGE LIMITEDRead the call
2023-05-08Q4FY23BHARAT FORGE LIMITEDRead the call
2022-11-15Q2FY23Read the call
2022-08-12Q1FY23BHARAT FORGE.Read the call
2021-11-20Q2FY22Read the call
2021-02-17Q3FY21BHARAT FORGE LIMITEDRead the call
2020-11-18Q2FY21BHARAT FORGE LIMITEDRead the call
2020-08-14Q1FY21BHARAT FORGE LIMITEDRead the call
2020-07-02Q1FY21Read the call
2020-02-14Q3FY20BHARAT FORGE LIMITEDRead the call
2019-11-12Q2FY20BHARAT FORGE LIMITEDRead the call
2019-08-17Q1FY20BHARAT FORGE LIMITEDRead the call
2019-05-22Q4FY19BHARAT FORGE LIMITEDRead the call

What they said about it, quarter by quarter

TopicQ3FY20Q3FY21Q3FY24Q3FY25Q3FY26Q4FY19Q4FY23Q4FY24
CapexWe are as a company not undertaking any CAPEX for expansion of any capacities, we are pretty much operating at 50% capacity utilization.But they cannot unleash a big CAPEX on it in that?The Phase-2 CAPEX of about $100 million in the US is on track.And last question pertains to our CAPEX expectation for FY '26, given that we are also now investing on the aerospace side and also the ongoing doubli…In terms of capacity addition, we have new orders that we've won which are very long term in very strategic sectors and we're setting up some new faci…In spite of the CAPEX at Nellore and Baramati we continue to remain net debt free on a long-term basis and improve our return ratios.We continue to look at expanding our business ramp of a new plant was just announced start of production 6 weeks ago and we will steadily ramp our pro…From a CAPEX perspective, India operations incurred CAPEX of about Rs.
Capital allocationSo this also includes intercompany eliminations and there is a dividend which was declared by UK entity to India.—So, our US plant is not generating any adequate return right now, then our aerospace business also is not generating the kind of return, our acquisiti…—I'm also very happy to report that our acquisition of JSA little over three years ago -- has worked out very well for us.—We have got across the board interest from and orders from our existing customers of Bharat Forge and some new customers also because of our relations…Our industrial castings business is now starting to show the performance that we believed it had promised to do and this is in the second year after a…
CostsAny indication what are you targeting in terms of cost savings in India and what are the areas you are targeting?So basically, then you’re saying that the reduction that we’re seeing in raw material cost to sales is because of the cost-cutting effort or is, becau…——Then the second part will be a super alloy plant which will be set up by Saarloha to make aerospace and other super alloy grades, including tool and d…So, it is because of elimination and it is also because of the base effect of that increase in raw material prices vis-à-vis increase in sales prices.——
Debt and cashWe do not want inventories and working capital to get tied up so we are very consciously managing our inventories and managing our cash flow.This fine will be paid over 5 years from the cash flow of our subsidiaries.—The resultant gearing position has improved with net debt to equity improving to 0.36x as of 31 December, '24.—Because exports have gone up substantially so working capital related to that has gone up.——
DemandIn fact, this quarter we had less passenger car business than we should have had because of a strike at one of our customers which reduced demand beca…The strong recovery in medium and heavy commercial vehicle volumes, robust demand in agri and farm sector, continued growth in PV and new products tha…And Indian CV on a secular basis should be positive because there is a good demand coming from the overall infrastructure build and the CAPEX build ta…Quarter 3, the performance was soft, given the demand conditions in our underlying markets.February 12, 2026 Talking about the overseas subsidiaries, the European operations were stable amidst the patchy demand due to holiday season.Some of the highlights of the quarter of the business in Q4 was driven primarily by strong demand across most sectors in the export market while the d…In fact, we are seeing demand higher than Q4 as well at this point of course we are monitoring this carefully, but for now this is what we see.The aluminum business continues to see robust demand with growth driven entirely by drivetrain agnostic components.
GuidanceThat is in the second half of next year, by quarter 4 of next year we expect significant cost reductions to take place.So we expect to see tremendous growth opportunities coming from there.So, could you just share what was the reason for that and what is the outlook for these segments and also domestic CV business?Additionally, we expect to see the margins increase by at least 250 basis points to 300 basis points from where we are in the next two years.It's not going to be steady -- it's going to be steady, but on the positive side is what we expect.This will result in significant headroom for growth in the next two, three years and we expect the CAPEX intensity to drop very significantly as we wi…As we look ahead to FY24 we expect strong growth across revenues, profitability and return rat ios driven by our forging business both in India and ab…We have made initial breakthroughs in two new sunrise sectors, and we expect that these will become large growth sectors for us going forward and this…
MarginFebruary 10, 2020 In terms of operating profits, we had an operating profit margin of 44.1% which is almost same as last year.For the quarter ended December 31st, we had a full shipment tonnage of about 51,000 tonnes, domestic sales of about 515 crores, exports of about 511, …February 12, 2024 European operations have posted EBITDA of Rs.22 crore.In Quarter 3, the European operations posted EBITDA of about Rs.During the quarter, EU operations recorded an EBITDA of INR39 crores.EBITDA was almost the same as last quarter and about 11% higher than last year.Our exports were at $550 plus million for the year while EBITDA margin was 26.2%, which is 100 basis points sequential improvement due to product mix,…In Quarter 4, European operations posted EBITDA of Rs.
PeopleAnd sir, at this juncture what is your utilization for India operations?I would expect gross margins to remain strong, and in fact as the capacity utilization goes up, I would expect gross margins to turn slightly positive…Current capacity utilization on aluminum business is about 50% for US and about 70% in Europe.This would be at what level of utilization?Utilizations levels in quarter three were about 60% to 65%.—And where are we on the utilization versus where we can get?The current utilization for aluminum business in the US is about 50% of Phase-1 and for Europe it's about 75%.
Pricing—Second, assuming that you had a relatively better pricing power in those years, and hence the profitability was relatively superior to assume.As far as the aluminum operations are concerned in Europe, the operations have been stabilized and now we are working on getting price increases from …———Our aluminum forging facilities in fact are booked and overbooked and we can move towards profitability with price increase and with ramp-up of our bu…We are seeing operations in European Aluminum business have stabilized and now we are working on getting the price increase from our customers.
Revenue growth11,000 increase in steel prices per ton so that has also over last 2 years inflated our topline and suppressed our bottomline because of the inflatory…Amit, just wanted to understand, like last year we were talking about a lot of cost reduction and cost-cutting program and if I look at compared to sa…We also should see in the next 18 months also, e-mobility and aluminum casting business should start growing and generate solid contributions to our b…The top line was lower by about 7% at Rs.In fact, the growth was almost unmanageable by them.In our overseas manufacturing, we saw fairly decent growth, we saw a growth of about close to 20% on revenue about 21% on EBITDA and almost doubling o…As this transformation and momentum gains over the next two years, three years the positive impact on providing both growth and stability to the top l…2,329 crores depicting a growth of about 17% compared to last year same quarter.

What they said they would do

Sentences in which management set an expectation. Each names the speaker and the page of the transcript it came from.

DateQuarterWhoWhat they said
2023-08-10Q1FY24BHARAT FORGE LIMITEDAs we go forward, we expect to see our consolidated EBITDA margin to increase from 16% towards the high teens that we have always aimed at and increase our return ratios also quite substantially.
2024-05-10Q4FY24BHARAT FORGE LIMITEDI am confident that given the multiple growth engines, we should see strong growth for 25 and our ROC to incrementally keep growing and cross the 20% mark in the next 2 years.
2025-08-11Q1FY26BHARAT FORGE LIMITEDTalking about the rest of the year, we expect that aerospace should continue its 20% plus growth annually YOY.