KEI Industries Limited — Investor Meet, 12-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

KEI Industries reported robust FY26 financial results with net sales up 20.66% to INR11,746 Cr and PAT growth of 25.5% in Q4. Full-year EBITDA margin improved to 11.81%. The company sees strong demand across power, infrastructure, and construction sectors. Management anticipates 17-18% volume growth in FY27, largely from the new Sanand facility, and expects overall revenue growth to be higher if metal prices remain bullish. Exports, including a restart to the US market, are targeted to reach 20% of sales. Focus remains on capacity expansion and disciplined capital allocation.