Kay Cee Energy & Infra Limited — PPTs, 16-05-2026: Investor Presentation

Kay Cee Energy & Infra posted resilient FY26 performance. Revenue grew 8% YoY to ₹164.30 Cr, up from ₹152.68 Cr in FY25, mainly driven by strong EPC execution. Profit After Tax (PAT) increased to ₹18.78 Cr (FY25: ₹17.06 Cr), with PAT margin at 11.34%. Revenue guidance was missed due to ₹50-60 Cr worth of ERS supply delays, now deferred to the current year.

The company is strategically expanding, setting up a manufacturing facility in Kota for backward integration into connectors, hardware, and structures, aiming for commercial production soon. This will boost efficiency and create new revenue streams. They are also diversifying into Solar EPC and Railway electrification projects, leveraging high demand in India's power transmission sector. The order book stood strong at ₹481.39 Cr as of March 31, 2026, offering good future visibility.

Management is optimistic, expecting delayed ERS supplies to execute this year and foresees continued momentum in the power infrastructure sector. They aim to improve margins through backward integration and focus on sustainable long-term growth.