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Investor Presentation

KPI Green Energy Investor Presentation: Key Takeaways

KPI Green Energy reported Q1 FY27 total income of ₹710 Cr (+16% YoY) and EBITDA of ₹262 Cr (+21% YoY). The company is scaling towards a 10+ GW target by 2030.

Highlights
Revenue growth16% YoY growth in Q1 FY27 total income.
MarginsEBITDA margin improved to 37% in Q1 FY27 from 35% YoY.
Order bookTotal capacity at 6.94 GW with 5.07 GW work in progress.
Demand visibilityStrong; peak demand projected to reach ~345 GW by 2030.

Growth

Revenue grew 16% YoY; EBITDA increased 21% with margins improving to 37% from 35%. PAT declined 14% to ₹95 Cr due to higher finance costs.

Outlook

Targeting 10+ GW by 2030. Major international expansion in Botswana (5GW MOU) and UAE projects underway.

Risks

Higher depreciation and finance costs on growing asset base impacting net profitability in the short term.

Last quarter's promises, checked

Delivered

  • Guided 40-50% annual revenue growth → delivered 56% YoY in FY26 (= BEAT)
  • Targeted 1 GW+ IPP capacity → delivered 1.62 GW installed/WIP (= BEAT)
  • Guided IPP EBITDA margin 85-90% → delivered 85-90% (= BEAT)

Partly delivered

  • Guided 100% release of promoter pledge by March '27 → pledge remains active (= PARTIAL)
  • Targeted BESS revenue clocking in FY27 → project still in execution phase (= PARTIAL)

Missed

  • Guided 50-60% CAGR → delivered 16% YoY revenue growth in Q1 FY27 (= MISS)
Source

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

Read the document ↗

KPI Green Energy Ltd: key numbers

Share price
₹339.75
Market cap
₹6,716 Cr
Revenue (annual)
₹2,696 Cr
Net profit (annual)
₹476.1 Cr
P/E (TTM)
14.7×Sector 25.1×
Promoter holding
49.40%-0.09% QoQ
FII holding
8.16%Current quarter

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

More from KPI Green Energy Ltd

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KPI Green Energy Merger & Restructuring Worth ₹0.01 Cr

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Value
₹0.01 Cr
16:36 IST BSE
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KPI Green Energy Acquisition

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12:14 IST BSE
Annual General Meeting

KPI Green Energy Annual General Meeting

KPI Green Energy Ltd announced the postal ballot voting results, where shareholders approved a material related party transaction with Sun Drops Energia Limited.

19:18 IST NSE
Credit Rating

KPI Green Energy Credit Rating

ICRA has reaffirmed credit ratings for KPI Green Energy's bank facilities and NCDs, reflecting improved operational scale and execution in its EPC and IPP portfolios.

10:11 IST NSE
Price Movement Clarification

KPI Green Energy Price Movement Clarification

KPI Green Energy responded to an NSE volume-spike query stating compliance with Reg 30. No undisclosed price-sensitive information exists; the volume movement is market-driven.

18:07 IST BSE
Credit Rating

KPI Green Energy Credit Rating

CRISIL Ratings reaffirmed the 'CRISIL AA+ (CE)/Stable' rating on KPI Green Energy's Rs.670 crore Non-Convertible Debentures.

Value
₹670.0 Cr