Kay Cee Energy & Infra Limited — Investor Meet, 17-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Kaycee Energy & Infra reported FY’25 revenue up 137% to Rs. 152.68 crore and PAT up 161% to Rs. 17.06 crore, with PAT margin at 11.17%. H2 revenue jumped 185% YoY to Rs. 114.82 crore, and PAT rose 221% to Rs. 12.06 crore. EBITDA margin compressed due to a 75:25 supply-service mix but is expected to normalize above 18%. Order book stands at Rs. 537 crore, mainly from Rajasthan renewable projects, with a target of Rs. 750 crore by FY’26-end. QIP of Rs. 25 crore will support working capital. Plans for backward integration with Rs. 7-10 crore CAPEX aim to improve margins by 2-3% from FY’26-end. Strong regional presence and a >70% tender success rate underpin growth.