K.P. Energy Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

KP Energy delivered a strong Q1 FY26, with consolidated revenue up 63% to ₹220.6 Cr and EBITDA also up 63% to ₹49.6 Cr, marking their highest-ever Q1 results. Profit after tax grew 40% to ₹25.4 Cr. The current order book stands at a robust 2.22 GW, valued over ₹3,000 Cr, giving management confidence in achieving FY26 targets.

The company's IPP portfolio is now 48.5 MW, with plans to add 20 MW soon. While EPC gross margins are 15-18%, IPP offers significantly higher 65-75% gross margins. Management anticipates "huge orders" by September end, particularly in wind hybridization, leveraging KP's unique end-to-end EPC expertise in a high-demand market. The company projects a confident outlook for sustained growth.