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Earnings Call

KEC International Earnings Call: Key Takeaways

KEC International delivered record FY26 revenue of ₹23,506 Cr (8% growth) and 18% Operating PAT growth. Strategy focuses on T&D momentum and Civil expansion into new segments like Semiconductors.

Why this was an Alfa AlertNot a filter event. Performance was in line with general growth trends; no explicit guidance beat >10% reported.
Highlights
Revenue growth8% YoY overall; 24% in T&D segment.
MarginsOperating PAT up 18%; T&D and Cables delivering profitable growth.
Order bookRecord ₹36,267 Cr; including L1 total is ₹40,000+ Cr.
Demand visibilityStrong; tender pipeline exceeds ₹1.8 Lakh Crore.
Management confidenceHigh, citing multi-decadal growth opportunities and record order book.

Growth

FY26 Revenue ₹23,506 Cr (+8% YoY); Operating PAT ₹650 Cr (+18% YoY); T&D revenue grew 24% YoY.

Outlook

Strong L1/Order book of ₹40,000+ Cr; Tender pipeline over ₹1.8 Lakh Cr; targeting data center and renewable growth.

Risks

Geopolitical disruptions in Middle East, labor shortages due to elections, and payment delays in Water projects.

Source

Earnings Call filed with BSE, 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