ALFA Finder| Management target | Revenue 26.0% FY27 |
|---|
| Revenue growth | 85% YoY growth to ₹1320 Cr, led by specialized wire exports. |
|---|---|
| Margins | EBITDA/ton improved to ₹1,01,400 due to favorable export and product mix. |
| Order book | Strong global OEM order books extending up to 2032. |
| Demand visibility | Strong visibility in T&D, Renewables, and Data Centers through 2030. |
| Management confidence | Extremely confident, highlighting early completion of Supa Phase 1 and 2. |
Growth
Revenue surged 85% YoY; exports grew 108% YoY now contributing 32% of mix.
Outlook
Phase 3 expansion to 72,200 MT by Q1 FY29; guided 26% FY27 volume growth.
Risks
High exposure to LME copper volatility; potential export logistics delays in Middle East.
Last quarter's promises, checked
Delivered
- Sustain EBITDA/t ~₹75,000 FY27 → ₹1,01,400 Q1 (= BEAT)
- Operating cash flow positive over coming quarters → +₹43 Cr OCF (= BEAT)
Partly delivered
- 26% FY27 volume growth → 26% YoY in Q1 only, full year unproven (= PARTIAL)
- Working capital 30–35 days aim → 60 days Q1 (= PARTIAL)
- Phase 2 by Mar-27 → 14,400 of 30,000 MT added; summary's 'early completion' conflicts (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: KSHINTL. Summary written with AI assistance from the document.
KSH International Ltd: key numbers
- Share price
- ₹1,004.75
- Market cap
- ₹6,811 Cr
- Revenue (annual)
- ₹3,107 Cr
- Net profit (annual)
- ₹110.1 Cr
- P/E (TTM)
- 46.0×Sector 50.0×
- 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 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.
KSH International Business Update
KSH International received PGCIL manufacturer approval to produce CTC, PICC, and BPICC for 765 kV transformers/reactors. The Supa Facility can now supply conductors for POWERGRID projects.