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Earnings Call

KEC International Earnings Call: Key Takeaways

KEC reported record FY26 revenue of ₹23,506 Cr with 8% growth. Strategy focuses on T&D expansion, margin improvement, and diversifying into new segments like Wind and Data Centres.

Why this was an Alfa AlertNot a filter event. Metrics shown are record highs but no explicit prior guidance range was provided for comparison.
Highlights
Revenue growth8% YoY for FY26; T&D segment grew 24%.
MarginsOperating PBT margins improved to 3.6% from 3.2% YoY.
Order bookConsolidated order book at ₹36,267 Cr; Order Book + L1 >₹40,000 Cr.
Demand visibilityStrong, ₹1.8 Lakh Cr+ tenders under evaluation or in pipeline.
Management confidenceHigh, citing robust order book and healthy tender pipeline.

Growth

FY26 Revenue grew 8% YoY; Operating PAT up 18% to ₹650 Cr. T&D revenue surged 24% YoY.

Outlook

Order book + L1 exceeds ₹40,000 Cr. Targeting 900 GW renewable energy capacity in India by 2035.

Risks

Geopolitical unrest in Middle East, logistics disruptions, rising freight costs, and water project payment delays.

Source

Earnings Call filed with NSE, NSE: KEC. Summary written with AI assistance from the document.

Read the document ↗

KEC International Ltd: key numbers

Share price
₹396.95
Market cap
₹10,567 Cr
Revenue (annual)
₹23,506 Cr
Net profit (annual)
₹605.6 Cr
P/E (TTM)
19.1×Sector 53.6×
Promoter holding
50.10%+0.00% QoQ
FII holding
9.92%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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09:06 IST NSE
New Order Win

KEC International Bags ₹1,303 Cr Order

KEC International secured new orders worth ₹1,303 Crore across its Transmission & Distribution and Cables & Conductors businesses, strengthening its project pipeline.

Value
₹1,303 Cr