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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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