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Investor Presentation

KEC International Investor Presentation: Key Takeaways

KEC reported flat Q1 FY27 consolidated revenue of ₹5,024 Cr with a PAT of ₹73 Cr. Strategy focuses on T&D expansion and reducing debt amid geopolitical headwinds.

Highlights
MarginsEBITDA margins compressed to 5.8% from 7.0% YoY.
Order book₹37,697 Cr (₹40,000 Cr including L1); 62% from T&D segment.
Demand visibilityHigh; tender pipeline of ₹2 lakh crore equally split T&D/Non-T&D.
Management confidenceHigh; management expects improved execution and performance in coming quarters.

Growth

Consolidated revenue remained flat YoY; EBITDA declined 17% to ₹291 Cr; PAT fell 42% YoY to ₹73 Cr.

Outlook

Order book plus L1 position exceeds ₹40,000 Cr; robust tender pipeline of over ₹2 lakh crore; confident in upcoming quarters.

Risks

Geopolitical uncertainty in West Asia, labor shortages, payment delays in water projects, and ROW issues in India T&D.

Source

Investor Presentation filed with NSE, NSE: KEC. Summary written with AI assistance from the document.

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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