| 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
- ₹2,865.10
- Market cap
- ₹7,267 Cr
- Revenue (annual)
- ₹256.3 Cr
- Net profit (annual)
- ₹78.80 Cr
- P/E (TTM)
- 56.1×Sector 29.0×
- Promoter holding
- 51.56%-2.07% QoQ
- FII holding
- 12.12%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
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Knowledge Marine & Engineering Works Bags ₹279.3 Cr Order from Mumbai Port Authority
Knowledge Marine & Engineering Works Limited secured a 15-year contract valued at ₹279.33 Crore from Mumbai Port Authority for chartering a Green Tug. This order bolsters its marine portfolio.
- Value
- ₹279.3 Cr
- From
- Mumbai Port Authority
- Execution
- 15 years
- Bollard Pull Capacity
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Knowledge Marine & Engineering Works Debt & Borrowing: ₹500 Cr
Knowledge Marine board approved issuance of ₹500 Crore 5-year NCDs to be listed on BSE. EGM for shareholder approval is fixed for 30 Sep 2026.
- Value
- ₹500.0 Cr
Knowledge Marine & Engineering Works Other Announcement
The company informed shareholders who have not registered their email addresses how to access the FY 2025-26 Annual Report and the 11th AGM Notice.
Knowledge Marine & Engineering Works Annual General Meeting
Knowledge Marine & Engineering Works Limited will hold its 11th Annual General Meeting on September 30, 2026, to discuss financial statements and shareholder resolutions.
Knowledge Marine & Engineering Works Annual Report
Knowledge Marine & Engineering Works Limited has submitted its Annual Report and Notice of the 11th Annual General Meeting for the financial year 2025-26.