| Management target | Revenue 10.0% FY26 |
|---|
| Revenue growth | 17% CAGR in operations; targeting 10-15% volume and 15-17% value growth. |
|---|---|
| Margins | Pressure on project margins due to fixed prices; aiming for 13-14% EBITDA. |
| Order book | INR 27,445 million as of June 2026; Nuclear OI INR 12,350M. |
| Demand visibility | Strong order book of INR 27,445M; nuclear vision 100GW by 2047. |
| Management confidence | High confidence in second half recovery and long-term nuclear opportunities. |
Growth
Revenue CAGR at 17%; PAT CAGR at 22%; Order intake at 14% CAGR with June 2026 backlog at INR 27,445 million.
Outlook
Targeting 15-17% value growth; INR 80-120 crore annual capex for growth and sustenance; expansion into Data Centers and Marine.
Risks
Geopolitical conflicts impacting Middle East exports; supply chain issues with castings; commodity price pressure on fixed-price project margins.
Last quarter's promises, checked
Delivered
- EBITDA Margin: Guided 13-14% → Maintained 13-14% target (= BEAT)
- Order Backlog: Dec '25 ₹25,848M → June '26 ₹27,445M (= BEAT)
Partly delivered
- Solar Revenue: Guided ₹300Cr+ for 2026 → Subdued performance in H1 (= PARTIAL)
- Revenue Growth: Guided 15-20% pump growth → H1 Revenue ₹12,920M (= PARTIAL)
Missed
- Exports: Guided 25% share → Subdued in H1 due to Middle East conflicts (= MISS)
Earnings Call Transcript filed with BSE, NSE: KSB. Summary written with AI assistance from the document.
KSB Ltd: key numbers
- Share price
- ₹802.30
- Market cap
- ₹13,963 Cr
- Revenue (annual)
- ₹2,696 Cr
- Net profit (annual)
- ₹270.5 Cr
- P/E (TTM)
- 56.9×Sector 53.9×
- Promoter holding
- 69.80%+0.00% QoQ
- FII holding
- 4.10%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from KSB Ltd
All →KSB Investor Presentation: Key Takeaways
KSB reported steady revenue growth for H1 2026, reaching 12,920 MINR. Strategy focuses on expanding energy, water, and petrochemical segments alongside a major SAP S/4HANA digital transformation.
KSB Management Change
Mr. Philip Varghese Puthenpurackal has resigned from his position as Head – Corporate Quality, Integrated Management, Safety & Sustainability at KSB Limited, effective August 14, 2026.
KSB Capacity Expansion: ₹40 Cr Investment
KSB Limited will expand its Shirwal plant capacity by 20% through a new shed construction, requiring a tentative investment of ₹40 Crore.
- Value
- ₹40.00 Cr
- Execution
- Expected upto 2027
KSB Results Update
KSB Limited reported Q2 FY2026 financial performance, citing revenue growth and multiple key order wins. The company maintains steady momentum across its major business segments.
KSB Q1 FY27 Results: Net Profit ₹57.2 Cr, Down 18.8% YoY
KSB Ltd reported revenue from operations of ₹690.7 Cr (+3.6% YoY) and net profit of ₹57.2 Cr (-18.8% YoY) for Q1 FY27.
- Key figure
- Net profit ₹57.2 Cr · -18.8% YoY
KSB Board Meeting Date
KSB Ltd has scheduled a board meeting on August 4, 2026, to consider and approve its unaudited financial results for the quarter ended June 30, 2026.