| 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
- ₹819.10
- Market cap
- ₹14,256 Cr
- Revenue (annual)
- ₹2,696 Cr
- Net profit (annual)
- ₹270.5 Cr
- P/E (TTM)
- 58.1×Sector 53.6×
- Promoter holding
- 69.80%+0.00% QoQ
- FII holding
- 4.10%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from KSB Ltd
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- Key figure
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- Key figure
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