KEI Industries Limited — PPTs, 05-08-2025: Investor Presentation

**Financial Highlights:**

FY25 revenue hit 9,735.9 Cr with 10.92% EBITDA margin. Q1 FY26 showed strong 25.44% YoY revenue growth to 2,590.3 Cr and 30.28% YoY PAT growth to 195.7 Cr. A robust 4,012.1 Cr order book as of June 2025 and comfortable debt position highlight the company's financial strength.

**Strategic Initiatives & Growth Drivers:**

The company's strategic focus includes gaining EHV market share via capacity expansion. Key priorities are scaling exports to over 60 countries and strengthening its pan-India retail business through an expanded distribution network.

**Business Developments:**

Operations span 8 manufacturing plants, notably a new facility opened in 2024, backed by strong R&D capabilities. Product diversification limits customer concentration. Retail sales now exceed 50%, complemented by growing exports and robust brand initiatives.

**Market Position & Competitive Advantage:**

As a leading cable manufacturer with a broad portfolio, the company is well-positioned for India's infrastructure boom. The wires & cables market is projected to reach 30 lakh Cr by FY29E, driven by significant investments in power, renewables, and EV infrastructure, providing strong sector tailwinds.

**Investor Implications:**

Strong financials, strategic capacity growth, and a clear focus on high-potential segments in a favorable market suggest positive growth potential. This diversified approach aims for sustained profitability and market leadership.