Knowledge Marine & Engineering Works Limited — Investor Meet, 25-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

KMEW posted a strong Q3 FY26: Revenue hit ₹90 Cr (+79% QoQ), EBITDA ₹38.54 Cr (43% margin), and PAT ₹32.89 Cr (34% margin). Management sees this as a new benchmark.

The company entered commercial shipbuilding & secured significant long-term orders, including ₹700 Cr for green tugs. Order book stands at ₹1,500 Cr, with ₹3,000 Cr in pipeline bids. All 45 crafts are 100% utilized. KMEW is transitioning to a tonnage tax scheme, significantly lowering future tax. Strategic investments in shipbuilding and fleet expansion are underway, with a confident outlook on growth.