ALFA Finder| Management target | Revenue 26.0% FY27 |
|---|
| Revenue growth | 108% YoY increase in Q1 FY27 revenue. |
|---|---|
| Margins | EBITDA/ton spiked to ₹93k; sustainable guidance raised to ₹75k. |
| Order book | B2B make-to-order model; 95% repeat revenue from 120+ OEMs. |
| Demand visibility | Strong; transformer clients have 3-5 year order books. |
| Management confidence | High, citing structural T&D cycle and new 5-year Hitachi agreement. |
Growth
Revenue grew 108% YoY; PAT hit a record ₹42.2 Cr, up 86% YoY. Volume increased 30% to ~8,000 MT.
Outlook
Phase 2 expansion to 59,000 MT by March 2027; evaluating 10 additional acres for long-term growth.
Risks
EBITDA/ton may normalize to ₹75,000 from current ₹93,000 due to product mix shifts and rising fixed costs.
Last quarter's promises, checked
Delivered
- Sustainable EBITDA/ton ₹65k-70k → delivered ₹93k (= BEAT)
- Volume growth target 21% → delivered 30% (= BEAT)
- Revenue mix specialized wires ~75% → delivered 75% (= BEAT)
Partly delivered
- Supa capacity online Q2 FY27 → Phase 2 still in progress (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: KSHINTL. Summary written with AI assistance from the document.
KSH International Ltd: key numbers
- Share price
- ₹1,078.40
- Market cap
- ₹7,311 Cr
- Revenue (annual)
- ₹3,107 Cr
- Net profit (annual)
- ₹110.1 Cr
- P/E (TTM)
- 49.4×Sector 51.9×
- Promoter holding
- 74.58%+0.00% QoQ
- FII holding
- 6.60%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from KSH International Ltd
All →KSH International Earnings Call Transcript: Key Takeaways
KSH reports stellar results driven by high-margin specialized wire exports and CTC leadership.
- Call
- Guides 26% growth
KSH International Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 13,197 Mn (+85% YoY), EBITDA INR 898 Mn (+95%), PAT INR 480 Mn (+62%). Capacity at 57,845 MT; Supa Phase 3 takes it to 72,200 MT by Q1 FY29.
KSH International Capacity Expansion: ₹185 Cr Investment
KSH International approved a Rs 185 Crore capex for Phase-3 expansion at its Supa facility. Total capacity rises to about 72,200 MT by Q1 FY2028-29.
- Value
- ₹185.0 Cr
- Execution
- By Q1 FY 2028-29
- Specialized magnet winding wire capacity addition
- 14355.0 MT
KSH International Results Update
KSH International's Q2 FY27 revenue rose 85%, with EBITDA of Rs 897 million and PAT of Rs 480 million. The board also approved a Phase-3 Supa expansion.
KSH International Q2 FY27 Results: Net Profit ₹48 Cr, Up 62.2% YoY
KSH International reported H1 FY27 profit after tax of ₹901.73 million. The board also approved ₹1,850 million capex for Phase-3 magnet wire expansion.
- Key figure
- Net profit ₹48 Cr · +62.2% YoY
KSH International Employee Stock Options
KSH International Ltd allotted 35,182 equity shares following the exercise of vested employee stock options. The allotment increases the company's paid-up share capital to 6,77,90,882 equity shares.