KEI Industries Limited — PPTs, 16-10-2025: Investor Presentation

KEI Industries delivered strong financial results for the quarter and half-year. Revenue surged 19.38% YoY in Q2 FY26 to ₹2,726.35 Cr, with H1 FY26 revenue up 22.25% YoY to ₹5,316.67 Cr. Profit after Tax (PAT) also saw significant jumps: 31.47% YoY in Q2 to ₹203.51 Cr and 30.88% YoY in H1 to ₹399.26 Cr. Margins improved, with Q2 EBITDA at 11.43% and PAT at 7.46%.

Growth was fueled by robust institutional sales, especially exports, which soared 116.19% YoY in Q2 for cables and wires. Dealer/distribution channels remain strong, contributing over half of total sales, supported by 2,100 active dealers. While EPC (excluding cable) and SS wire sales saw a decline, the company holds pending orders of approximately ₹3,824 Cr, ensuring revenue visibility. A healthy balance sheet shows a negative net debt of ₹1,382 Cr, bolstered by strong cash reserves. Financial charges as a percentage of sales decreased, indicating efficient cost management.