KEC International Limited — PPTs, 28-07-2025: Investor Presentation

Here is the summary:

**1. Financial Highlights:**

KEC International's Q1 saw revenue up 11% to ₹5,023 Cr. EBITDA rose 19% to ₹350 Cr (7.0% margin). PBT soared 42% to ₹159 Cr, and PAT increased 41% to ₹125 Cr. Net debt reduced by ₹248 Cr.

**2. Strategic Initiatives & Growth Drivers:**

T&D (63% revenue) remains a core driver with capacity expansion at Butibori. Cables is growing with a new Aluminium Conductor Plant and planned doubling capacity. Renewables targets solar, wind, and BESS. Oil & Gas is expanding internationally.

**3. Business Developments:**

Q1 order intake was strong: T&D secured over ₹3,200 Cr; Civil over ₹2,100 Cr in Buildings & Factories. Two large solar projects are underway. Transportation's Kavach deployment positions for future orders despite current subdued performance.

**4. Market Position & Competitive Advantage:**

KEC holds a strong, diversified market position. Its order book plus L1 exceeds ₹40,000 Cr, with a tender pipeline over ₹1,80,000 Cr. A global presence across 110+ countries underscores its scale, with T&D making up 60% of the order book.

**5. Investor Implications:**

Strong Q1 performance and a substantial order book indicate positive growth potential. Investors should monitor execution risks from labor shortages and Transportation challenges, alongside geopolitical uncertainties.