Knowledge Marine & Engineering Works Limited — PPTs, 15-02-2025: Investor Presentation

In Q3 FY25, Knowledge Marine & Engineering Works Ltd (KMEW) reported a substantial revenue increase of 268% year-on-year, reaching ₹576.1 million. This surge was accompanied by a remarkable 532% rise in EBITDA to ₹246.7 million, resulting in an impressive EBITDA margin of 42.8%. The strong performance was largely driven by effective domestic operations and steady international business, particularly in Myanmar and Bahrain. KMEW's order book remains robust with strategic win shares from the Dredging Corporation of India, further enhancing its capabilities in the dredging sector.

Significantly, the Union Budget 2025 outlines a ₹25,000 crore Maritime Development Fund aimed at enhancing shipbuilding and maritime infrastructure, presenting a positive outlook for KMEW in relation to inland waterways and fleet modernization initiatives. As KMEW prepares for an upcoming contract in Myanmar, it reinforces its strategy for international growth while looking to capitalize on the green shipping incentives from the government and the expanded Tonnage Tax Scheme. Investors should monitor the evolving market conditions as KMEW continues to leverage its expertise for future growth opportunities.