Knowledge Marine & Engineering Works Limited — Investor Meet, 12-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Knowledge Marine & Engineering Works Limited reported strong FY26 financial results, with consolidated revenue at ₹256 Cr (up from ₹201 Cr), EBITDA of ₹97 Cr (38% margin), and PAT of ₹79 Cr (31% margin). Q4 margins were impacted by ₹60 Cr revenue deferred to Q1 FY27, expected to boost Q1 revenue above ₹100 Cr with over 40% EBITDA.

Management projects 30% YoY revenue growth for FY27-28, targeting 35-40% EBITDA margins. KMEW secured a record ₹1,075 Cr in orders in FY26, bringing the diversified order book to ₹1,400 Cr, including significant 15-year Green Tug contracts. Strategic backward integration into shipbuilding with a new shipyard is underway. FY27 capex is planned at ₹400-₹500 Cr. Management expressed confidence in long-term value creation.