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Investor Presentation

KEI Industries Investor Presentation: Key Takeaways

KEI reports strong FY26 performance with Revenue of ₹1,17,478 Mn and 11.81% EBITDA margin, driven by retail segment expansion and strategic manufacturing locations.

Highlights
Revenue growth22.97% YoY in Q1 FY27
MarginsEBITDA margin expanded 155 bps to 13.04% in Q1 FY27
Order book₹ 42,919 Mn as of July 2026
Demand visibilityStrong, driven by power, infrastructure, and real estate
Management confidenceHigh, citing broad-based demand and operating efficiency

Growth

FY26 Revenue grew 21% YoY; Q1 FY27 Revenue up 22.97% YoY. 15-year PAT CAGR at 35%.

Outlook

Targeting domestic production growth (4X by 2034); significant capex in EHV market and new manufacturing plants.

Risks

Low customer concentration risks; exports provide natural forex hedge against raw material import costs.

Last quarter's promises, checked

Delivered

  • Guided 20% growth for FY26 → delivered 21% (= BEAT)
  • Guided 11% EBITDA margin for FY26 → delivered 11.81% (= BEAT)
  • Guided 25%+ Q4 growth → delivered 22.97% Q1 FY27 (extrapolated = BEAT)

Partly delivered

  • Guided 20% export share in 2 years → delivered 17% in 9M (= PARTIAL)
Source

Investor Presentation filed with BSE, 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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