| 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
- ₹1,035.50
- 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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- Execution
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