KEI Industries Limited — Investor Meet, 14-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

KEI Industries posted Q4 sales of Rs.2,915 crore, up 25% YoY, with EBITDA rising 30% to Rs.338 crore (11.6% margin) and PAT increasing 34% to Rs.226 crore (7.8% margin). FY25 revenue grew 20% to Rs.9,736 crore, with EBITDA and PAT also up 20%. Exports nearly doubled in Q4 led by strong international demand. Order book stands at Rs.3,839 crore, including Rs.701 crore exports. Sanand facility’s first phase starts commercial production by Q1 FY26. Management targets 17-18% revenue growth in FY26, accelerating above 20% from FY27 with margin expansion expected post capacity ramp-up. Focus remains on renewables, infrastructure, EV sectors, and maintaining stable margins amid raw material volatility.