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Balkrishna Industries Limited (IN:BALKRISIND)
:BALKRISIND
India Market
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Balkrishna Industries Limited (BALKRISIND) AI Stock Analysis

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IN:BALKRISIND

Balkrishna Industries Limited

(BALKRISIND)

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Neutral 67 (OpenAI - 5.2)
Rating:67Neutral
Price Target:
₹2,686.00
▲(33.37% Upside)
Action:Reiterated
Date:08/01/26
The score is primarily supported by solid profitability and a strong price trend above major moving averages. It is held back by FY2026 profit softness, rising debt and negative free cash flow, and a relatively high P/E with a low dividend yield.
Positive Factors
Profitability
Sustained high gross and net margins reflect durable pricing power and efficient manufacturing in the specialty OHT segment. Margin strength provides a buffer versus raw-material swings, funds R&D and product mix upgrades, and supports stable operating earnings over the next several quarters.
Negative Factors
Rising Debt
Notable debt increase reduces financial flexibility and raises interest obligations. If earnings remain soft, higher leverage can constrain capital allocation choices for capex, dividends or share buybacks and increase refinancing risk over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Profitability
Sustained high gross and net margins reflect durable pricing power and efficient manufacturing in the specialty OHT segment. Margin strength provides a buffer versus raw-material swings, funds R&D and product mix upgrades, and supports stable operating earnings over the next several quarters.
Read all positive factors

Balkrishna Industries Limited (BALKRISIND) vs. iShares MSCI India ETF (INDA)

Balkrishna Industries Limited Business Overview & Revenue Model

Company Description
Balkrishna Industries Limited manufactures and sells tires in India, Europe, North America, and internationally. It provides manufacturing and selling of off-highway tires OHT for use in various applications, such as agricultural, mining, forestry...
How the Company Makes Money
Balkrishna Industries primarily makes money by manufacturing and selling off-highway tires (OHT) to customers that need specialty tires for equipment operating in agriculture, construction, mining, and industrial applications. Revenue is generated...

Balkrishna Industries Limited Financial Statement Overview

Summary
Strong underlying profitability (gross margin ~48% in FY2024–FY2025; net margin ~16%) and improved operating cash flow (~₹22.5B in FY2026). Offsetting this, FY2026 net income declined despite higher revenue, debt rose (~₹41.1B vs ~₹32.7B in FY2025), and free cash flow turned negative (~-₹7.5B), indicating near-term pressure and higher execution/financing risk.
Income Statement
74
Positive
Balance Sheet
71
Positive
Cash Flow
57
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue115.18B108.23B103.57B93.04B96.46B82.09B
Gross Profit48.29B42.25B49.99B44.89B44.80B42.10B
EBITDA27.83B25.52B29.76B26.91B20.47B24.44B
Net Income14.06B12.43B16.55B14.71B10.57B14.35B
Balance Sheet
Total Assets0.00177.66B156.35B136.85B123.48B109.79B
Cash, Cash Equivalents and Short-Term Investments13.88B13.92B17.83B14.24B8.44B7.30B
Total Debt0.0041.11B32.67B30.99B33.47B25.29B
Total Liabilities-109.55B68.11B52.47B48.31B47.91B40.46B
Stockholders Equity109.55B109.55B103.88B88.54B75.57B69.33B
Cash Flow
Free Cash Flow-4.21B-7.51B2.81B9.45B-3.15B-6.87B
Operating Cash Flow12.63B22.52B17.64B20.82B14.48B9.08B
Investing Cash Flow-12.96B-26.35B-14.79B-14.76B-17.83B-18.97B
Financing Cash Flow286.70M3.63B-2.79B-6.02B3.59B9.80B

Balkrishna Industries Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
70
Outperform
₹272.78B15.981.40%11.23%105.46%
67
Neutral
₹441.30B31.370.64%9.78%-3.28%
67
Neutral
₹551.22B22.830.18%11.37%34.26%
63
Neutral
₹134.72B22.821.05%21.48%36.97%
58
Neutral
₹40.09B43.270.32%18.56%244.54%
56
Neutral
₹105.93B15.921.09%9.93%40.80%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IN:BALKRISIND
Balkrishna Industries Limited
2,282.80
-21.06
-0.91%
IN:APOLLOTYRE
Apollo Tyres Limited.
429.50
-44.76
-9.44%
IN:CEATLTD
CEAT Limited
3,330.60
-18.51
-0.55%
IN:JKTYRE
JK Tyre & Industries Limited
367.45
19.26
5.53%
IN:MRF
MRF Limited
129,970.50
-16,743.28
-11.41%
IN:TVSSRICHAK
TVS Srichakra Limited
5,235.15
2,243.45
74.99%

Balkrishna Industries Limited Corporate Events

Balkrishna Industries posts strong Q1 FY27 results, reinforces disclosure compliance
Jul 31, 2026
Balkrishna Industries Limited has published an extract of its unaudited standalone and consolidated financial results for the quarter ended 30 June 2026 in Business Standard and Lokmat, in line with SEBI listing regulations. The disclosure shows r...
Balkrishna Industries Schedules Q1 FY27 Earnings Call for Investors
Jul 27, 2026
Balkrishna Industries Limited has scheduled an earnings conference call to discuss its operational and financial performance for the first quarter of fiscal year 2027. The call will take place on Thursday, 30 July 2026 at 11:00 a.m. India Standard...
Balkrishna Industries’ Deputy CFO Ravi Narayan Joshi Resigns, Effective July 25, 2026
Jun 23, 2026
Balkrishna Industries Limited has announced that Deputy Chief Financial Officer and senior management member Ravi Narayan Joshi has resigned from the company, with his resignation submitted on June 22, 2026 and taking effect at the close of busine...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 01, 2026