'
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
The quarterly
performance was impacted by the sharp decline in the North American truck
production and the resulting inventory destocking. In Q2 FY26, standalone
Revenues declined by 7.5% sequentially, affected by 16% drop in revenues to
North America.
Outside of
Standalone business, QoQ consolidated revenue and EBITDA was impacted by
first-time consolidation of K-Drive Mobility.
In Q2 FY26, CV
exports to North America declined by 48% sequentially and 63% on a YoY basis.
Given the policy
uncertainty in the US, the company expects exports into that region decl...
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