Kay Cee Energy & Infra Limited — PPTs, 22-11-2024: Investor Presentation

**Financial Highlights:** Kay Cee Energy & Infra Limited reported a significant 58% year-over-year increase in total revenue for H1 FY25, achieving ₹3,834.51 lakh compared to ₹2,427.53 lakh in H1 FY24. The company's profitability also improved with a 79% rise in profit after tax (PAT) to ₹500.15 lakh from ₹278.92 lakh, driving EPS up to ₹4.56, reflecting a 27% increase. However, EBITDA margins slightly contracted to 22%, down from 24% in the previous year.

**Strategic Initiatives and Growth Drivers:** The company secured new orders valued at over ₹110 crore from notable clients, including RRVPNL and Gawar Construction Ltd. Expansion plans include establishing a manufacturing facility to enhance capabilities in hardware production, which is expected to begin operations in FY26.

**Business Developments:** Management emphasizes resilience despite challenges from the general elections and seasonal weather impacting operations, positioning for revenue realization primarily in H2. Collaborations with industry players will help address rising demand for larger-scale projects.

**Market Position and Competitive Advantage:** With substantial expertise in EPC projects, especially in power transmission, Kay Cee’s unique services in renewable energy construction and underground transmission lines position it favorably in a growing market driven by increasing power demands.

**Investor Implications:** The positive fiscal performance and strategic growth initiatives signal an optimistic outlook. With ongoing investments in capacity expansion and efficiency, the company is well-placed to capitalize on the anticipated surge in demand for power transmission infrastructure in India.