KEI Industries Limited — PPTs, 11-11-2025: Investor Presentation

KEI Industries shows robust performance, with H1 FY26 revenue up 22.25% YoY to ₹5,316.7 Cr, EBITDA rising 29.65% YoY to ₹609.3 Cr, and PAT growing 30.88% YoY to ₹399.3 Cr. For FY25, revenue was strong at ₹9,735.9 Cr, EBITDA ₹1,062.8 Cr, and PAT ₹696.4 Cr. Retail and Export segments are key growth drivers, contributing 53% and 16% respectively to H1 FY26 sales.

Strategic focus areas include aggressive capacity expansion, scaling up exports, and growing the retail business, aiming to strengthen EHV market share and expand its pan-India distribution network.

Recent developments include the commissioning of the Pathredi-2 plant in 2024, enhancing cable and solar wire capacity. The company holds a healthy overall order book of ₹3,844.8 Cr, with export orders at ₹698.7 Cr.

Management indicates the strong order book supports future turnover and profitability, backed by excellent credit ratings (AA+ stable/A1+) and consistent debt servicing.