| Revenue guidance | 20.0% → 25.0% Raised by 5.0 percentage points |
|---|---|
| Management target | Revenue 25.0% FY27 |
| Revenue growth | 38.5% YoY growth, driven by strong domestic volume and capacity ramp-up. |
|---|---|
| Margins | EBITDA margin at 10.62%; aiming for 11%–12% as Sanand ramps up. |
| Order book | ₹4,927 Cr order book with visible demand from US and domestic. |
| Demand visibility | Strong visibility across energy, solar, railways, and urban infrastructure sectors. |
| Management confidence | High; management defended margin stability despite analyst skepticism on inventory gains. |
Growth
Domestic sales surged 46%; overall revenue quality is volume-led despite copper price volatility.
Outlook
Management raised annual revenue growth guidance to 25%+, targeting 20% CAGR for 3-4 years.
Risks
Export growth remains flat due to geopolitical issues; inventory buildup for Sanand impacts cashflow.
Earnings Call Transcript filed with NSE, NSE: KEI. Summary written with AI assistance from the document.
KEI Industries Ltd: key numbers
- Share price
- ₹3,856.00
- Market cap
- ₹36,881 Cr
- Revenue (annual)
- ₹11,748 Cr
- Net profit (annual)
- ₹918.4 Cr
- P/E (TTM)
- 34.9×Sector 42.1×
- 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
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.
KEI Industries Board Meeting Date
KEI Industries has scheduled its Board meeting for 21 October 2026 to review Q1 and H1 FY27 results. The trading window remains closed until 23 October 2026.
KEI Industries Capital Structure Change
KEI Industries Limited allotted equity shares under its ESOP/ESPS scheme. This capital structure change increases the company's paid-up share capital.