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Earnings Call

Kiri Industries Earnings Call: Key Takeaways

Kiri Industries reported strong Q4FY26 standalone revenue growth of 29% YoY. The company is pivoting toward a massive integrated copper and fertilizer project while resolving legacy legal matters.

Highlights
Revenue growth29% standalone Q4 YoY; targeting ₹1000Cr+ for existing business in FY27.
MarginsTargeting 10-15% EBITDA margin for standalone business.
Demand visibilityStrong domestic copper demand driven by EVs and AI data centers.
Management confidenceHigh; citing successful DyStar monetization and copper project progress.

Growth

Standalone revenue grew 29% YoY to ₹241Cr; FY26 revenue at ₹778Cr. Adjusted FY26 consolidated EBITDA reached ₹127Cr.

Outlook

Guided ₹40,000Cr+ revenue from copper project by FY27-28. Total CAPEX of ₹13,000Cr planned through March 2029.

Risks

Significant debt increase planned for CAPEX; reliance on copper concentrate imports; raw material cost pressures in dyes.

Source

Earnings Call filed with BSE, NSE: KIRIINDUS. Summary written with AI assistance from the document.

Read the document ↗

Kiri Industries Ltd: key numbers

Share price
₹557.50
Market cap
₹3,633 Cr
Revenue (annual)
₹839.6 Cr
Net profit (annual)
₹5,566 Cr
P/E (TTM)
0.6×Sector 37.5×
Promoter holding
41.71%+4.99% QoQ
FII holding
16.75%Current quarter

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

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