ALFA Finder
The call ran from 11:01 AM to 12:04 PM IST (1 h 4 min).
Key takeaways
KSH reports stellar results driven by high-margin specialized wire exports and CTC leadership.
| Management target | Revenue 26.0% FY27 |
|---|
| Revenue growth | 85% YoY growth to ₹1320 Cr, led by specialized wire exports. |
|---|---|
| Margins | EBITDA/ton improved to ₹1,01,400 due to favorable export and product mix. |
| Order book | Strong global OEM order books extending up to 2032. |
| Demand visibility | Strong visibility in T&D, Renewables, and Data Centers through 2030. |
| Management confidence | Extremely confident, highlighting early completion of Supa Phase 1 and 2. |
Growth
Revenue surged 85% YoY; exports grew 108% YoY now contributing 32% of mix.
Outlook
Phase 3 expansion to 72,200 MT by Q1 FY29; guided 26% FY27 volume growth.
Risks
High exposure to LME copper volatility; potential export logistics delays in Middle East.
Last quarter's promises, checked
Delivered
- Sustain EBITDA/t ~₹75,000 FY27 → ₹1,01,400 Q1 (= BEAT)
- Operating cash flow positive over coming quarters → +₹43 Cr OCF (= BEAT)
Partly delivered
- 26% FY27 volume growth → 26% YoY in Q1 only, full year unproven (= PARTIAL)
- Working capital 30–35 days aim → 60 days Q1 (= PARTIAL)
- Phase 2 by Mar-27 → 14,400 of 30,000 MT added; summary's 'early completion' conflicts (= PARTIAL)
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
KSH International Q2 FY27 Results: Net Profit ₹48 Cr, Up 62.2% YoY
KSH International reported H1 FY27 profit after tax of ₹901.73 million. The board also approved ₹1,850 million capex for Phase-3 magnet wire expansion.
- Key figure
- Net profit ₹48 Cr · +62.2% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Phase 2 expansion to 59,000 MT by March 2027; evaluating 10 additional acres for long-term growth.
Growth they described
Revenue grew 108% YoY; PAT hit a record ₹42.2 Cr, up 86% YoY. Volume increased 30% to ~8,000 MT.
Call details
| Company | KSH International Ltd |
|---|---|
| NSE symbol | KSHINTL |
| ISIN | INE987S01020 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 11:00 AM IST |
| Length | 1 h 4 min |
| Audio | Our stream on YouTube ↗ |
KSH International Ltd: key numbers
- Share price
- ₹1,004.75
- Market cap
- ₹6,811 Cr
- Revenue (annual)
- ₹3,107 Cr
- Net profit (annual)
- ₹110.1 Cr
- P/E (TTM)
- 46.0×Sector 50.0×
- Promoter holding
- 74.58%+0.00% QoQ
- FII holding
- 6.60%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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