Kay Cee Energy & Infra Limited — Investor Meet, 18-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Kay Cee Energy & Infra reported FY26 revenue of INR 165.59 Cr, EBITDA of INR 33.05 Cr, and PAT of INR 18.78 Cr. H2 revenue of INR 81.57 Cr was impacted by ~INR 70-80 Cr in delayed ERS supplies, now largely resolved. Management prioritized maintaining robust EBITDA margins (18-17%) over aggressive top-line growth amid raw material price volatility. The unexecuted order book is INR 481 Cr. Geographic diversification to states like Assam and Bihar is underway due to Rajasthan tender delays. A new manufacturing unit is set for September 2026, aiming to boost PAT margins by 1-2%. The outlook for FY27 signals strong growth, focused on sustained profitability and strategic expansion.