KEI Industries Limited — PPTs, 07-08-2026: Investor Presentation

KEI Industries showed strong Q1 FY27 performance, with revenue climbing 22.97% YoY to ₹3,185.3 Cr and PAT jumping 40.05% YoY to ₹274.1 Cr. EBITDA margin expanded to 13.04%. For FY26, revenue stood at ₹11,747.8 Cr and PAT at ₹918.4 Cr. The core Wires & Cables segment dominates (96% of sales), while retail sales grew to 59% in Q1 FY27 and exports reached 15% in FY26.

The company's strategy focuses on boosting its Extra High Voltage (EHV) market share through capacity expansion, scaling up exports, and growing its retail business by enhancing distribution. Recent additions include the Pathredi-2 (2024) and Sanand (2025) plants.

KEI holds a healthy overall order book of ₹4,291.9 Cr as of July 2026, with ₹821.6 Cr in cable export orders. In FY26, ROCE was 24% and ROE 15%, with a comfortable debt profile (Net Debt/Equity 0.1).

Management is optimistic about sustained growth, leveraging the strong order book and strategic focus. KEI is well-positioned to benefit from India's significant infrastructure development, increased renewable energy projects, data center expansion, and railway electrification, all set to drive robust industry demand.