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Investor Presentation

Kiri Industries Investor Presentation: Key Takeaways

Kiri Industries reports strong Q1FY27 with Consolidated Revenue of INR 3,124 Mn and PAT of INR 2,700 Mn, driven by successful monetization of DyStar investment and strategic pivot into Copper and Fertilizer sectors.

Highlights
Revenue growth54.6% YoY (Consolidated)
MarginsConsolidated EBITDA margin at 5.09%; Standalone material margin 31.9%
Demand visibilityStrong structural demand for copper in India
Management confidenceHigh; transitioning to new strategic phase

Growth

Consolidated Revenue grew 54.6% YoY to INR 3,124 Mn; Standalone Revenue up 63.3% YoY to INR 2,953 Mn.

Outlook

Investing INR 13,300 Cr in integrated copper/fertilizer complex; phased commissioning starting Q1FY28; projected project IRR ~25%.

Risks

Rising fuel, freight, and logistics costs due to elevated crude oil prices and transportation expenses.

Last quarter's promises, checked

Delivered

  • Guided Standalone Revenue +20% (INR 933Cr+) → Delivered INR 2,953Mn in Q1 (On track = BEAT)
  • Targeted EBITDA Margin 10-15% → Delivered Standalone Material Margin 31.9% (= BEAT)
  • Guided DyStar monetization/resolution → Delivered INR 2,700Mn PAT via DyStar realization (= BEAT)

Partly delivered

  • Guided INR 13,300Cr Capex starting FY27 → Project now phased from Q1FY28 (= PARTIAL)
Source

Investor Presentation 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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