Kay Cee Energy & Infra Limited — PPTs, 12-05-2025: Investor Presentation

1. Financial Highlights:

Kay Cee Energy & Infra reported growth in standalone revenue from H2 FY24 to H2 FY25 with total revenue crossing ₹X lakhs. EBITDA and PAT improved, showing enhanced operational efficiency. PAT margin expanded, reflecting stronger profitability. EPS also grew, indicating increasing shareholder value. Consolidated results were not comparable due to a non-operational joint venture during this period.

2. Strategic Initiatives & Growth Drivers:

The company plans to commission a manufacturing facility in Kota, Rajasthan by FY26, producing hardware, connectors (up to 765 kV), bird diverters, substation structures, and electrical panels. This vertical integration aims to reduce procurement costs and improve margins. New services include substation automation, underground/monopole transmission, and overhead/underground cable installation for railway infrastructure.

3. Business Developments:

Kay Cee Energy & Infra remains focused on EPC contracts in power transmission and distribution, collaborating with entities like Rajasthan Rajya Vidyut Prasaran Nigam Limited (RRVPNL). It offers turnkey and partial turnkey solutions, substations maintenance, and Emergency Restoration Systems for quick fault repairs. The joint venture formed in FY25 is yet to start operations.

4. Market Position & Competitive Advantage:

With broad EPC capabilities covering a wide voltage range, Kay Cee Energy plans to differentiate through in-house manufacturing, enhancing quality control and project timelines. This strengthens its position as an integrated power infrastructure player with scale and diversified revenue streams.

5. Investor Implications:

The push into backward integration and service expansion suggests positive growth potential. Execution of the manufacturing plant and scaling complex service lines are critical risks to watch. The company’s entrenched EPC presence offers a promising operational and financial growth outlook.