KEI Industries Limited — PPTs, 15-10-2025: Investor Presentation

**1. Business Performance:** KEI Industries reported strong Q2 FY26 results. Revenue grew 19.38% YoY to ₹2,727 Cr, with PAT increasing 31.47% to ₹204 Cr (7.46% margin). H1 FY26 also saw robust growth, with revenue up 22.25% to ₹5,317 Cr and PAT rising 30.88% to ₹399 Cr. Institutional Cable & Wire sales surged 28.14% YoY in Q2, with exports jumping an impressive 116.19%. Dealer/Distribution sales rose 17.31% YoY, contributing over 54% of Q2 sales. EPC and SS Wire segments saw declines.

**2. Growth Drivers or Strategy:** Strategic focus areas include expanding its 2,343-strong active dealer network and maximizing institutional cable export opportunities.

**3. Recent Developments:** A key highlight is the remarkable 116.19% YoY increase in Q2 institutional cable exports, demonstrating robust international market traction.

**4. Key Financial Metrics:** EBITDA margin improved to 11.43% (Q2) and 11.46% (H1). The pending order book stands strong at approx. ₹3,824 Cr. As of Sep 30, 2025, the company reported a net cash position of ₹1,382 Cr.

**5. Management Commentary / Outlook:** The substantial order book provides strong revenue visibility, supporting a positive outlook for future performance.