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Earnings Call

KSH International Earnings Call: Key Takeaways

KSH International reported record FY26 PAT of ₹110cr (+62% YoY) and revenue of ₹3,107cr (+61% YoY). Strategy focuses on CTC dominance and global expansion.

Why this was an Alfa AlertNot a filter event. Management met guidance and provided future targets, but no primary metric beat prior guidance by >10%.
Highlights
Revenue growthFY26 +61% YoY; Q4 +101% YoY.
MarginsEBITDA per ton increased to ₹74,000 in Q4 from ₹60,000 YoY.
Demand visibilityStrong; global transformer supply bottleneck driving long-term multi-year agreements.
Management confidenceHigh; citing structural long-term cycle in T&D sector.

Growth

Q4 revenue grew 101% YoY to ₹1,018cr; exports surged 92% YoY. FY26 volume increased 21% to 28,100 tons.

Outlook

FY27 capacity expansion to 59,000 metric tons; guiding minimum 21% volume growth. Targeting ₹65k-70k EBITDA/ton.

Risks

Temporary Middle East shipping delays; sharp copper price volatility; potential for competitive intensity in lower kV segments.

Source

Earnings Call filed with NSE, NSE: KSHINTL. Summary written with AI assistance from the document.

Read the document ↗

KSH International Ltd: key numbers

Share price
₹1,035.50
Market cap
₹7,016 Cr
Revenue (annual)
₹3,107 Cr
Net profit (annual)
₹110.1 Cr
P/E (TTM)
54.1×Sector 53.6×
Promoter holding
74.58%+0.00% QoQ
FII holding
5.71%Current quarter

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

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16:40 IST BSE
Annual General Meeting

KSH International Annual General Meeting

KSH International Limited held its 47th Annual General Meeting on September 15, 2026, and has submitted the summary of proceedings to the exchange.

16:49 IST NSE
Production Started

KSH International Production Started

KSH International Limited received Consent to Operate from the Maharashtra Pollution Control Board. This approval enables a total manufacturing capacity of 28,800 MTPA at its Supa Facility.

manufacturing capacity
28800.0 MTPA
16:49 IST BSE
Regulatory Approval

KSH International Regulatory Approval

KSH International received a 'Consent to Operate' from the Maharashtra Pollution Control Board for its Supa Facility. This approval authorizes a total manufacturing capacity of 28,800 MTPA.

manufacturing capacity
28800.0 MTPA
16:47 IST BSE
Business Update

KSH International Business Update

KSH International received Consent to Operate for its Supa facility from the Maharashtra Pollution Control Board. The approved capacity is 28,800 MTPA for magnet winding wires.

manufacturing capacity
28800.0 MTPA
17:48 IST BSE
Promoter Reclassification

KSH International Promoter Reclassification

KSH International received a request from KSH Distriparks Pvt Ltd to reclassify from promoter group to public shareholder. The board will consider this request.

16:19 IST NSE
Regulatory Approval

KSH International Regulatory Approval

KSH International Limited has received a renewal of its Factory License for Unit 3 from the Directorate of Industrial Safety and Health, valid until December 31, 2030.

Execution
Up to December 31, 2030