Ksb Limited — PPTs, 19-08-2026: Investor Presentation

KSB reported half-year revenue of ₹1,292 Cr for June 2026, a slight increase from ₹1,262.1 Cr year-on-year. However, PBT declined to ₹127.9 Cr (from ₹160.7 Cr) and EBITDA to ₹146.5 Cr (from ₹170.7 Cr). Domestic order intake saw strong contributions from Valves (51%) and Engineered Pumps (19%).

The company is strategically targeting growth in Energy, Water/Wastewater, Commercial Building Services, and Petrochemicals. New focus areas include Marine, Green Hydrogen, Railways, Renewable Energy, and Data Centres. A new shed at the Shirwal plant is set to boost capacity by 20%, complemented by ongoing SAP S/4HANA implementation for improved efficiency.

Recent notable developments include the acquisition of BP&CL technology and significant order wins, like the first localized LUV/Boiler Circulation Pump and export orders for critical safety pumps for a European Nuclear Power Plant. KSB also achieved ISO 19443 certification.

Key metrics show Orders on Hand at ₹2,744.5 Cr, with Nuclear segment orders at ₹1,235.4 Cr as of June 2026. Half-year EPS was ₹5.57.

Management is bullish on India's ambitious Nuclear Roadmap, aiming for 100 GW capacity by 2047. KSB, leveraging its 47 years of experience and enhanced capabilities, is well-positioned to be a key partner in achieving this vision.