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Investor Presentation

KEI Industries Investor Presentation: Key Takeaways

KEI reports strong Q1 FY27 results with 22.97% YoY revenue growth and significant margin expansion driven by domestic wires and cables demand.

Highlights
Revenue growth22.97% YoY
MarginsEBITDA margin expanded 155 bps to 13.04%.
Order book₹4,292 Crore as of reporting date.
Demand visibilitySustained domestic demand; strong overseas order book.

Growth

Revenue grew 22.97% YoY to ₹3,185 Cr; PAT surged 40.05% YoY to ₹274 Cr.

Outlook

Strong order book of ₹4,292 Cr; management expects substantial export growth due to overseas demand and strengthening order book.

Risks

Export Wires & Cables declined 7.29% YoY; SS Wire and EPC exports also saw declines.

Last quarter's promises, checked

Delivered

  • Guided 11% export EBITDA → delivered ~13% overall EBITDA (= BEAT)
  • Guided 10.5%-11% FY27 margins → delivered 13.04% (= BEAT)
  • Guided 20% revenue growth → delivered 22.97% (= BEAT)

Partly delivered

  • Guided 17-18% volume growth → delivered 22.97% revenue growth (Volume not specified) (= PARTIAL)

Missed

  • Guided 20% export revenue share → delivered 11.2% (= MISS)
Source

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

Read the document ↗

KEI Industries Ltd: key numbers

Share price
₹4,673.50
Market cap
₹44,679 Cr
Revenue (annual)
₹11,748 Cr
Net profit (annual)
₹918.4 Cr
P/E (TTM)
44.8×Sector 45.9×
Promoter holding
35.00%+0.00% QoQ
FII holding
27.32%Current quarter

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

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