'
Bharat Forge hosted
a conference call on Aug 6, 2025. In the conference call the company was
represented by, Mr. Amit B Kalyani- Vice Chairman & Joint Managing Director,
Mr. Subodh Tandale- Executive Director and Mr. Kedar Dixit- Sr. VP & CFO.
Key
takeaways of the call
During the
quarter, the company faced challenging market conditions in its export markets
due to tariffs, the rollback of emission norm changes for heavy trucks in the
U.S., and seasonality in the aerospace business.
In Q1 FY26, CV
exports to Europe saw some revival post the lows seen last year while North
American CV revenues saw a decline. Passenger Car exports had a benign performance
driven partly by diversification efforts beyond North America. Industrial
segment saw weak performance driven by slower growth in HHP Engines, and
construction Mining.
Given the recent
tariff anno...
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