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Investor Presentation

KSH International Investor Presentation: Key Takeaways

KSH reports explosive Q1 FY27 growth with Revenue up 108% YoY, driven by specialized magnet winding wires for the energy transition and EV sectors.

Highlights
Revenue growth108% YoY in Q1 FY27
MarginsEBITDA/ton improved to INR 93,325 from INR 65,885 YoY
Order book5-year global framework agreement signed with major OEM
Demand visibilityStrong for specialized wires, especially CTC, domestically and exports
Management confidenceHigh; citing strong execution and demand environment

Growth

Revenue grew 108% YoY to INR 11,642 Mn; PAT rose 86% YoY to INR 422 Mn.

Outlook

Capacity expansion to 59,045 MTPA by Q4FY27. Signed 5-year global framework agreement with major transformer OEM.

Risks

Fluctuations in copper prices impact EBITDA margins, though absolute EBITDA per ton remains stable due to pass-through.

Last quarter's promises, checked

Delivered

  • Guided 21% volume growth → delivered 30% (= BEAT)
  • Guided EBITDA/ton INR 65k-70k → delivered INR 93,325 (= BEAT)
  • Guided backward integration H2 FY27 → commissioned Q1 FY27 (= BEAT)

Partly delivered

  • Guided Supa Phase 2 Q2 FY27 → online Q2 FY27 (= ON TRACK)
Source

Investor Presentation filed with BSE, 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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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