KEC International Limited — PPTs, 16-05-2026: Investor Presentation

KEC International delivered record FY26 revenues of Rs. 23,506 Cr, up 8% YoY, with operating PAT rising 18% to Rs. 650 Cr. While Q4 FY26 saw a dip in revenue (-7%) and operating PAT (-28%), the T&D business was a powerhouse, with its revenue share growing to 68% and segment revenue up 24% to Rs. 15,883 Cr. Cables & Conductors also saw 23% growth.

Strategically, KEC is expanding its T&D footprint and making inroads into new EPC segments like Wind Energy. Significant developments include securing its largest-ever T&D order over Rs. 1,000 Cr and commissioning ~1,000 MW of solar capacity. The consolidated order book and L1 position are robust at over Rs. 40,000 Cr.

Management is confident about sustained growth, backed by this strong order book and a tender pipeline exceeding Rs. 1,80,000 Cr. Favorable tailwinds include substantial government infrastructure spending (Rs. 12.2 lakh Cr) and rising global demand for T&D, especially for renewable energy integration. Debt levels are expected to improve by Q2 FY27.