| Revenue growth | 22.97% YoY in Q1 FY27 |
|---|---|
| Margins | EBITDA margin expanded 155 bps to 13.04% in Q1 FY27 |
| Order book | ₹ 42,919 Mn as of July 2026 |
| Demand visibility | Strong, driven by power, infrastructure, and real estate |
| Management confidence | High, citing broad-based demand and operating efficiency |
Growth
FY26 Revenue grew 21% YoY; Q1 FY27 Revenue up 22.97% YoY. 15-year PAT CAGR at 35%.
Outlook
Targeting domestic production growth (4X by 2034); significant capex in EHV market and new manufacturing plants.
Risks
Low customer concentration risks; exports provide natural forex hedge against raw material import costs.
Last quarter's promises, checked
Delivered
- Guided 20% growth for FY26 → delivered 21% (= BEAT)
- Guided 11% EBITDA margin for FY26 → delivered 11.81% (= BEAT)
- Guided 25%+ Q4 growth → delivered 22.97% Q1 FY27 (extrapolated = BEAT)
Partly delivered
- Guided 20% export share in 2 years → delivered 17% in 9M (= PARTIAL)
Investor Presentation filed with BSE, NSE: KEI. Summary written with AI assistance from the document.
KEI Industries Ltd: key numbers
- Share price
- ₹4,677.70
- Market cap
- ₹44,719 Cr
- Revenue (annual)
- ₹11,748 Cr
- Net profit (annual)
- ₹918.4 Cr
- P/E (TTM)
- 44.9×Sector 45.6×
- Promoter holding
- 35.00%+0.00% QoQ
- FII holding
- 27.32%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from KEI Industries Ltd
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KEI Industries Ltd filed its Integrated Annual Report for FY 2025-26 along with the Notice for its 34th Annual General Meeting scheduled for September 28, 2026.
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KEI Industries Limited submitted the Notice for its 34th Annual General Meeting scheduled for September 28, 2026, covering routine business and special resolutions.
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