ALFA Finder| Management target | Revenue 10.0% FY26 |
|---|
| Revenue growth | 17% CAGR in operations; targeting 10-15% volume and 15-17% value growth. |
|---|---|
| Margins | Pressure on project margins due to fixed prices; aiming for 13-14% EBITDA. |
| Order book | INR 27,445 million as of June 2026; Nuclear OI INR 12,350M. |
| Demand visibility | Strong order book of INR 27,445M; nuclear vision 100GW by 2047. |
| Management confidence | High confidence in second half recovery and long-term nuclear opportunities. |
Growth
Revenue CAGR at 17%; PAT CAGR at 22%; Order intake at 14% CAGR with June 2026 backlog at INR 27,445 million.
Outlook
Targeting 15-17% value growth; INR 80-120 crore annual capex for growth and sustenance; expansion into Data Centers and Marine.
Risks
Geopolitical conflicts impacting Middle East exports; supply chain issues with castings; commodity price pressure on fixed-price project margins.
Last quarter's promises, checked
Delivered
- EBITDA Margin: Guided 13-14% → Maintained 13-14% target (= BEAT)
- Order Backlog: Dec '25 ₹25,848M → June '26 ₹27,445M (= BEAT)
Partly delivered
- Solar Revenue: Guided ₹300Cr+ for 2026 → Subdued performance in H1 (= PARTIAL)
- Revenue Growth: Guided 15-20% pump growth → H1 Revenue ₹12,920M (= PARTIAL)
Missed
- Exports: Guided 25% share → Subdued in H1 due to Middle East conflicts (= MISS)
Earnings Call Transcript filed with BSE, NSE: KSB. Summary written with AI assistance from the document.
KSB Ltd: key numbers
- Share price
- ₹640.65
- Market cap
- ₹11,150 Cr
- Revenue (annual)
- ₹2,696 Cr
- Net profit (annual)
- ₹270.5 Cr
- P/E (TTM)
- 47.4×Sector 51.9×
- Promoter holding
- 69.80%+0.00% QoQ
- FII holding
- 3.68%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from KSB Ltd
All →KSB Q2 FY27 Results: Net Profit ₹60.6 Cr, Down 10.2% YoY
KSB Ltd filed its unaudited standalone and consolidated financial results for the quarter ended 30 September 2026 with the auditor's limited review report. The filing is the Regulation 33 results submission, and the financial statements are enclosed.
- Key figure
- Net profit ₹60.6 Cr · -10.2% YoY
KSB Management Change
KSB Limited announced Uday Joshi's designation as General Manager – Project Contract Management from November 1, 2026. It also disclosed the superannuation cessation of Mukesh Pattewar as Head – Project and Contract Management, effective December 31, 2026.
KSB Board Meeting Date
KSB Ltd will hold a board meeting on 3 November 2026 to consider unaudited standalone and consolidated results for the quarter ended 30 September 2026. The trading window closes from 1 October 2026 until 48 hours after the results announcement.
KSB Other Announcement
KSB Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026. This periodic filing details the company's shareholding structure across various categories.
KSB Bags ₹85 Cr Order from Oil and Natural Gas Corporation Limited
KSB Limited won an order from ONGC for replacing 7 main injection pumps, valued at approximately ₹85 Crore, to be executed by FY 2029.
- Value
- ₹85.00 Cr
- From
- Oil and Natural Gas Corporation Limited (ONGC)
- Execution
- By FY 2029
- main injection pumps
- 7.0 pumps
KSB Bags ₹118 Cr Order from Dangote Projects Free Zone Enterprise
KSB Limited secured an export order worth Rs.118 Crore from Dangote Projects Free Zone Enterprise to supply a boiler feed pump package.
- Value
- ₹118.0 Cr
- From
- Dangote Projects Free Zone Enterprise
- Execution
- Between September 2027 to March 2028
- pump supply
- 18.0 pumps