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Investor Presentation

Kernex Microsystems (India) Investor Presentation: Key Takeaways

Kernex reported explosive Q1FY27 growth with Revenue at ₹502.03 Cr, outperforming the entire previous financial year. Strategy focuses on Kavach rollout and diversification into AI-BIM and Yard Management.

Guidance and delivery
Management target Revenue FY29
Highlights
Revenue growth847% YoY in Q1FY27.
MarginsEBITDA margin at 32.5%; PAT margin at 21.8%.
Order book₹3,487 Cr balance; ₹5,174 Cr total orders received.
Demand visibilityStrong; 41,000 RKM Kavach pipeline expected through FY29.
Management confidenceHigh; expanding capacity ahead of anticipated massive Kavach pipeline.

Growth

Q1FY27 Revenue grew 847% YoY (₹502.03 Cr vs ₹53 Cr). PAT rose to ₹109.57 Cr with 21.8% margins.

Outlook

Order book at ₹3,487 Cr; projecting ₹6,727 Cr execution base by FY29. Expanding non-railway business lines.

Risks

Heavy dependence on Indian Railways tender timelines; execution risks in high-speed 160km/h Kavach interoperability.

Source

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

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Kernex Microsystems (India) Ltd: key numbers

Share price
₹1,693.50
Market cap
₹2,846 Cr
Revenue (annual)
₹430.2 Cr
Net profit (annual)
₹88.34 Cr
P/E (TTM)
14.9×Sector 29.0×
Promoter holding
28.73%-0.12% QoQ
FII holding
2.48%Current quarter

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

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15:51 IST NSE
Annual Report

Kernex Microsystems (India) Annual Report

Kernex Microsystems filed an addendum to its FY25-26 Board's Report, part of the 34th Annual Report. It updates re-appointment and changes of Independent Directors.

21:25 IST BSE
Annual Report

Kernex Microsystems (India) Annual Report

Kernex Microsystems has filed its 34th Annual Report for FY 2025-26 with the exchange, including the notice for the upcoming Annual General Meeting.

21:21 IST BSE
Annual General Meeting

Kernex Microsystems (India) Annual General Meeting

Kernex Microsystems (India) Ltd. issued a notice for its 34th Annual General Meeting to be held on September 30, 2026, via video conference.

20:10 IST BSE
Management Change

Kernex Microsystems (India) Management Change

Kernex Microsystems has appointed C Renuka Rani, A Seshagiri Rao, and P Dinakara Rao as Independent Directors. A V Sarma has ceased to be a director.

12:05 IST BSE
Financial Results

Kernex Microsystems (India) Q1 FY27 Results: Net Profit ₹109.8 Cr, Up 1383.8% YoY

Kernex Microsystems (India) Ltd reported revenue from operations of ₹503.6 Cr (+800.9% YoY) and net profit of ₹109.8 Cr (+1383.8% YoY) for Q1 FY27.

Key figure
Net profit ₹109.8 Cr · +1383.8% YoY
13:28 IST BSE
Financial Results

Kernex Microsystems (India) Q4 FY26 Results: Net Profit ₹68.3 Cr, Up 110.2% YoY

Kernex Microsystems (India) Ltd reported revenue from operations of ₹254.6 Cr (+206.4% YoY) and net profit of ₹68.3 Cr (+110.2% YoY) for Q4 FY26.

Key figure
Net profit ₹68.3 Cr · +110.2% YoY