Financial Performance - Sales reached $498 million, reflecting 3% organic growth[4] - Adjusted EBITDA was $76 million with a 153% margin[4] - Adjusted EPS stood at $034, compared to $029 in the prior year[4, 11] - The company returned $25 million to shareholders through $10 million in share repurchases and $15 million in dividends[4, 11] Segment and Regional Growth - Metal Cutting and Infrastructure segments both experienced 3% organic growth[11] - Americas region saw a 7% sales growth in constant currency[11] - Aerospace & Defense sector experienced a 20% sales growth[11] Outlook and Restructuring - The company is on track to deliver approximately $35 million in restructuring savings[37, 40] - FY26 sales are projected to be between $210 billion and $217 billion[37] - Adjusted EPS for FY26 is expected to be in the range of $135 to $165[37] Balance Sheet - Net debt was $4949 million[32] - Free Operating Cash Flow (FOCF) was $(5) million[4] - Primary Working Capital as a percentage of sales was approximately 32%[35, 37]

Core Insights - Kennametal (KMT) reported quarterly earnings of $0.34 per share, exceeding the Zacks Consensus Estimate of $0.24 per share, and up from $0.29 per share a year ago, representing an earnings surprise of +41.67% [1] - The company posted revenues of $497.97 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.30% and increasing from $481.95 million year-over-year [2] - The stock has underperformed the market, losing about 8% since the beginning of the year compared to the S&P 500's gain of 15.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.27 on revenues of $481.7 million, and for the current fiscal year, it is $1.13 on revenues of $1.96 billion [7] - The estimate revisions trend for Kennametal was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Manufacturing - Tools & Related Products industry, to which Kennametal belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Kennametal said its revenue for the quarter rose 9.5% to Rs 2,960 crore from Rs 2,704 crore in the same period last year.“Our Q1 (September) performance is driven largely by continued momentum in key end markets, strategic growth initiatives, and disciplined operational execution,” said The company said it remains focused on advancing manufacturing and is looking to expand its market presence in the country. In India the firm manufactures a wide range of metal-cutting tools, wear solutions, and special-pur ...

Exhibit 99.1 FOR IMMEDIATE RELEASE: DATE: November 5, 2025 Investor Relations Media Relations CONTACT: Michael Pici CONTACT: Lori Lecker PHONE: 412-790-0792 PHONE: 412-248-8224 michael.pici@kennametal.com lori.lecker@kennametal.com Kennametal Announces Fiscal 2026 First Quarter Results PITTSBURGH, (November 5, 2025) – Kennametal Inc. (NYSE: KMT) (the "Company") today reported results for its fiscal 2026 first quarter ended September 30, 2025. "Our first quarter started off strong with share gains and modest ...

Core Insights - Kennametal Inc. reported strong first-quarter results for fiscal 2026, with sales and adjusted EPS exceeding expectations, driven by market share gains and modest improvements in end markets [1][2]. Financial Highlights - Sales reached $498 million, a 3% increase from $482 million in the same quarter last year, with organic sales growth of 3% and a favorable currency exchange effect of 1%, partially offset by a divestiture effect of 1% [2][7]. - Operating income was $38 million, maintaining a 7.5% margin, compared to $36 million in the prior year quarter. Adjusted operating income increased to $41 million, or 8.2% margin, from $37 million, or 7.6% margin, in the previous year [3][7]. - Earnings per diluted share (EPS) were $0.30, an 8% increase year-over-year, while adjusted EPS rose 18% to $0.34 [7]. Cash Flow and Capital Management - Year-to-date net cash flow from operating activities was $17 million, down from $46 million in the prior year, primarily due to working capital changes, including increased inventory [4]. - Free operating cash flow (FOCF) was negative $5 million, compared to positive $21 million in the prior year, driven by similar working capital changes [4][26]. Segment Performance - Metal Cutting sales were $311 million, up 5% from $297 million, with operating income of $22 million and a 6.9% margin, down from 8.0% margin in the prior year [6][19]. - Infrastructure sales increased 1% to $187 million, with operating income rising to $17 million and an 8.9% margin, compared to 6.9% margin in the previous year [10][19]. Shareholder Returns - The company returned approximately $25 million to shareholders, including $10 million in share repurchases and $15 million in dividends [7]. Outlook - The company expects second-quarter sales to be between $500 million and $520 million, with adjusted EPS anticipated to be between $0.30 and $0.40. For the full fiscal year, sales are projected to be between $2.100 billion and $2.170 billion, with adjusted EPS expected to range from $1.35 to $1.65 [8].

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Core Viewpoint - The article emphasizes the importance of value investing and highlights Kennametal (KMT) as a strong value stock based on its financial metrics and Zacks Rank [1][3][7] Company Analysis - Kennametal (KMT) has a Zacks Rank of 2 (Buy) and an "A" grade in the Value category, indicating it is among the strongest value stocks currently available [3] - KMT's price-to-book (P/B) ratio is 1.21, which is significantly lower than the industry average of 2.62, suggesting that KMT is undervalued [4] - The company's P/S ratio stands at 0.86, compared to the industry average of 1.33, further indicating its undervaluation [5] - KMT's price-to-cash flow (P/CF) ratio is 7.03, well below the industry average of 15.39, reinforcing the notion that KMT is undervalued [6] - Over the past 12 months, KMT's P/B ratio has fluctuated between 1.06 and 1.85, with a median of 1.39, while its P/CF ratio has ranged from 5.56 to 10.33, with a median of 7.61 [4][6] Industry Context - The article discusses the broader trend of value investing, which focuses on identifying companies that are undervalued by the market using fundamental analysis [2]

Core Insights - Kennametal Inc. will host its first quarter fiscal year 2026 earnings call on November 5, 2025, at 9:30 am ET, with a webcast available on its investor relations website [1] - The company generated nearly $2 billion in revenues in fiscal 2025, showcasing its strong market position [1] Company Overview - Kennametal has over 85 years of experience as an industrial technology leader, focusing on materials science, tooling, and wear-resistant solutions [1] - The company serves customers in various sectors, including aerospace, defense, earthworks, energy, general engineering, and transportation, with approximately 8,100 employees operating in nearly 100 countries [1] Recognition and Achievements - Kennametal has been recognized for the second consecutive year as one of Caterpillar's top indirect suppliers, highlighting its strong supplier relationships [3] - The company was also named to TIME's list of World's Best Companies 2025, reflecting its excellence in the industry [4]

Core Insights - Kennametal Inc. has been recognized for the second consecutive year as one of Caterpillar's top indirect suppliers, highlighting its contributions in metal cutting solutions and excellence in communication and technical support [1][2]. Group 1: Supplier Recognition - The supplier recognition award reflects Kennametal's alignment with Caterpillar's strategic goals and its commitment to supporting infrastructure and electrification projects globally, including data centers and AI hubs [2]. - Keith Mudge, Vice President of Sales – Americas, emphasized the importance of Kennametal's role in keeping Caterpillar's business and customers operational [2]. Group 2: Company Overview - Kennametal has over 85 years of experience as an industrial technology leader, providing productivity through materials science, tooling, and wear-resistant solutions [3]. - The company serves various sectors, including aerospace and defense, earthworks, energy, general engineering, and transportation, with approximately 8,100 employees operating in nearly 100 countries [3]. - In fiscal 2025, Kennametal generated revenues of $2 billion [3].

Core Insights - Kennametal Inc. (KMT) is experiencing ongoing challenges in its Metal Cutting segment, primarily due to decreased demand in the transportation market and general engineering sector, leading to a 4% year-over-year decline in organic revenues for Q4 FY25 [1][7]. Segment Performance - The Metal Cutting segment is adversely affected by continued OEM production softness, particularly in Europe and the Middle East, as well as lower industrial production and mining activity in the Asia Pacific and Americas regions [1][2]. - The Infrastructure segment is also facing difficulties due to declines in industrial activity, with the company projecting revenues for FY26 to be between $1.95 billion and $2.05 billion, indicating a 1.6% decrease at the midpoint compared to the previous year [3][7]. Market Conditions - Lower energy activity in EMEA and a reduction in rig counts in the Americas are contributing to the challenges faced by Kennametal [2]. - The imposition of tariffs on steel and aluminum imports is expected to increase material and production costs, particularly impacting the transportation market and potentially leading to higher prices [2]. Competitive Landscape - In contrast, peers like Nordson Corporation (NDSN) are experiencing growth, with an 8% year-over-year increase in organic sales in their Advanced Technology Solutions segment [4]. - ITT Inc. (ITT) is also seeing strong demand in its Motion Technologies segment, with expectations of a 3-5% increase in overall organic sales for 2025 [5]. Financial Performance - Kennametal's stock has declined by 6.2% over the past six months, while the industry has seen a growth of 3.1% [6]. - The company's forward price-to-earnings ratio stands at 18.27X, slightly above the industry average of 18.05X, and it holds a Value Score of C [8]. Earnings Estimates - The Zacks Consensus Estimate for KMT's fiscal 2026 earnings has seen a significant decline of 22.3% over the past 60 days, indicating a downward trend in earnings expectations [9].