KEI Industries Limited — PPTs, 21-01-2026: Investor Presentation

KEI Industries delivered strong Q3 FY26 results. Revenue surged 19.51% YoY to ₹2,954 Cr. Profit (PAT) jumped 42.50% YoY to ₹235 Cr, with PAT margin improving to 7.95% from 6.67%. EBITDA grew 39.08% YoY to ₹354 Cr, and margins expanded to 11.98%.

Growth was largely driven by robust Dealer/Distribution sales, which climbed 29.20% YoY and contributed 54.53% of total sales. Institutional sales saw strong export growth, up 95.10% YoY, alongside a significant 209% rise in Domestic EHV cable sales. EPC projects also rose 33.05% YoY.

The company holds a strong order book of approximately ₹3,928 Cr, indicating a healthy pipeline. Financially, KEI is in a strong position with a net cash balance of ₹1,267 Cr as of December 31, 2025, which includes unutilized QIP proceeds. Financial charges as a percentage of net sales also decreased.