Ksb Limited — PPTs, 12-06-2025: Investor Presentation

1. Financial Highlights:

KSB India shows a strong order book growth in its Nuclear Division, increasing from ₹96.87 Cr to ₹129.06 Cr over the near term. The solar segment exhibits rapid momentum with order intake surging from ₹11 Cr in 2021 to nearly ₹199 Cr in 2024, alongside a similar rise in sales. Installed solar pump systems are close to 7,000 units, with over 8,000 orders pending, indicating solid market traction.

2. Strategic Initiatives & Growth Drivers:

The Energy Pumps Division is advancing with ISO 19443-certified, nuclear-safe and green-certified facilities. Focus on localization is evident through indigenous primary coolant pumps for India’s nuclear reactors, aligning with the country’s 100 GW nuclear capacity target by 2047 and SMR investments. The solar business is scaling via new PMSM motor assembly lines and strengthening installer networks across multiple states, leveraging government programs supporting solar agriculture pumps.

3. Business Developments:

Export contracts for critical nuclear safety pumps in Europe enhance global reach. Large orders for 700 MWe PHWR pumps progress alongside technology acquisition efforts. Solar deployments have crossed nearly 7,000 installations with an installer network of 31 partners operating nationwide, especially in key states like Maharashtra and Gujarat.

4. Market Position & Competitive Advantage:

KSB India leads in nuclear pumps with a multi-decade track record shifting from imports to fully indigenous solutions supported by world-class certifications and testing capabilities. Its solar pump division benefits from extensive market coverage and government program linkages, providing scale and competitive differentiation.

5. Investor Implications:

KSB’s focus on indigenous nuclear manufacturing and expanding solar presence suggests positive growth potential in sectors with high entry barriers and strong government backing. Robust order book and capacity expansion lower execution risks, while export gains diversify growth. Investors should track order flows and policy support in nuclear and renewable energy for sustained upside.