ALFA Finder| Revenue guidance | 40.0% → 60.0% Raised by 20.0 percentage points |
|---|---|
| Management target | Revenue 60.0% FY27 |
| Revenue growth | 138% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margin at 64%; guidance remains 35-40% conservatively. |
| Order book | ₹1,300 Cr (Dredging: ₹240Cr, Charter: ₹850Cr, Shipbuilding: ₹240Cr). |
| Demand visibility | Strong; bid pipeline exceeds ₹3,500 Cr. |
| Management confidence | High; citing operating leverage and specialized asset deployment. |
Growth
Revenue grew 138% YoY to ₹115.41 Cr; EBITDA surged 258% to ₹73.41 Cr; PAT increased 466% to ₹62.75 Cr.
Outlook
FY27 revenue guidance raised to 60%+ growth. ₹1,000 Cr capex planned over 1.5 years targeting ₹1,000 Cr revenue by FY29.
Risks
Project-based business nature causes quarterly revenue volatility; dependence on monsoon cycles for dredging execution.
Last quarter's promises, checked
Delivered
- Revenue growth → delivered 138% YoY (= BEAT)
- Benchmark higher margins → delivered 64% EBITDA vs 43% prev (= BEAT)
- Shipyard investment focus → Phase 1 commissioning started (= BEAT)
Partly delivered
- Tonnage tax <1% turnover → delivered 15% effective tax rate (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: KMEW. Summary written with AI assistance from the document.
Knowledge Marine & Engineering Works Ltd: key numbers
- Share price
- ₹648.90
- Market cap
- ₹8,229 Cr
- Revenue (annual)
- ₹256.3 Cr
- Net profit (annual)
- ₹78.80 Cr
- P/E (TTM)
- 59.8×Sector 32.3×
- Promoter holding
- 50.30%-1.26% QoQ
- FII holding
- 12.72%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Knowledge Marine & Engineering Works Ltd
All →Knowledge Marine & Engineering Works Other Announcement
Knowledge Marine submitted CARE Ratings' monitoring agency report on preferential issue proceeds for the quarter ended September 2026. The report found no deviation from the stated objects.
Knowledge Marine & Engineering Works Earnings Call Transcript: Key Takeaways
H1 FY27 revenue ₹186.21 Cr (+89%) and PAT ₹84.27 Cr (+267%), driven by a large dredging win. Management calls Q2 seasonally soft, so H2 must deliver on pending tenders.
- Call
- Guides 80% growth
Knowledge Marine & Engineering Works Q2 FY27 Results: Net Profit ₹21.5 Cr, Up 80.7% YoY
Knowledge Marine & Engineering Works Ltd reported revenue from operations of ₹70.8 Cr (+41.0% YoY) and net profit of ₹21.5 Cr (+80.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹21.5 Cr · +80.7% YoY
Knowledge Marine & Engineering Works Acquisition Worth ₹250 Cr
Knowledge Marine & Engineering Works has completed the acquisition of a Trailing Suction Hopper Dredger vessel for ₹250 crore. The vessel will support large-scale dredging projects.
- Value
- ₹250.0 Cr
- dredging capacity
- 8.0 million m³ per annum
Knowledge Marine & Engineering Works Board Meeting Date
Knowledge Marine & Engineering Works will hold a board meeting on 6 November 2026 to consider unaudited standalone and consolidated results for quarter and half year ended September 2026. The trading window stays closed until 8 November 2026.
Knowledge Marine & Engineering Works Bags ₹303.2 Cr Order from New Mangalore Port Authority
KMEW received a ₹303.17 Crore work order from New Mangalore Port Authority for 3-year maintenance dredging. This is the company's largest-ever dredging order, adding multi-year revenue visibility.
- Value
- ₹303.2 Cr
- From
- New Mangalore Port Authority (NMPA)
- Execution
- 3 years (FY 2026-27 to FY 2028-29)
- dredging volume over 3-year contract
- 15.9 million cubic metres