ALFA Finder| Revenue growth | 22.97% YoY in Q1 FY27 |
|---|---|
| Margins | EBITDA margin expanded 155 bps to 13.04% in Q1 FY27 |
| Order book | ₹ 42,919 Mn as of July 2026 |
| Demand visibility | Strong, driven by power, infrastructure, and real estate |
| Management confidence | High, 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)
Investor Presentation filed with BSE, NSE: KEI. Summary written with AI assistance from the document.
KEI Industries Ltd: key numbers
- Share price
- ₹4,109.00
- Market cap
- ₹39,301 Cr
- Revenue (annual)
- ₹11,748 Cr
- Net profit (annual)
- ₹918.4 Cr
- P/E (TTM)
- 37.2×Sector 44.3×
- Promoter holding
- 35.00%+0.00% QoQ
- FII holding
- 26.14%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from KEI Industries Ltd
All →KEI Industries Other Announcement
Designated person Jashobant Singha Ray pledged 1,500 KEI Industries shares. After the transaction, 10,000 of his 18,000 shares are pledged, with no cash consideration disclosed.
KEI Industries Earnings Call Transcript: Key Takeaways
KEI delivered robust 38% revenue growth led by domestic demand, yet margins saw slight contraction.
- Call
- Guides 25% growth
KEI Industries Other Announcement
CRISIL assigned KEI Industries an ESG rating of 65 (Strong) and Core ESG rating of 73 for FY 2025-26. This is a periodic ESG rating disclosure with no financial or operational implication.
KEI Industries Investor Presentation: Key Takeaways
KEI reports strong Q2 FY27 with revenue growing 38.5% YoY to ₹3,777 Cr, driven by robust domestic Wires & Cables demand. PAT rose 29% YoY to ₹262 Cr.
KEI Industries Q2 FY27 Results: Net Profit ₹262.4 Cr, Up 28.9% YoY
KEI Industries Ltd reported revenue from operations of ₹3,776 Cr (+38.5% YoY) and net profit of ₹262.4 Cr (+28.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹262.4 Cr · +28.9% YoY
KEI Industries Other Announcement
KEI Industries reported an ESG rating of '71' (Excellent category) assigned by an external agency, noting it did not commission this independent report.