KSH International Limited — PPTs, 10-08-2026: Investor Presentation

Here's a summary of KSH International Limited's investor presentation:

**Business Performance:**

KSH International reported strong Q1 FY27 performance with revenue from operations at ₹116.42 crore, a significant 108% YoY increase. This growth was driven by robust demand for Specialized Wires, particularly CTC (Continuously Transposed Conductors), which now constitute 75% of revenue, outperforming Standard Wires. Exports also saw a healthy 83% YoY jump. EBITDA and PAT saw substantial YoY growth of 85% and 86% respectively.

**Growth Drivers or Strategy:**

The company is strategically expanding its manufacturing capacity, with a target of 59,045 MT by March 2027, and recently commissioned an upcast backward integration facility. A key strategic move includes a long-term framework agreement with a global transformer OEM for supplies over the next five years. KSH is also leveraging the high entry barriers in the specialized magnet winding wires market.

**Recent Developments:**

Besides capacity expansion, KSH International commissioned its upcast backward integration facility recently. The company also signed a significant 5-year global framework agreement with a major transformer OEM.

**Key Financial Metrics:**

- Revenue from Operations (Q1 FY27): ₹116.42 crore (+108% YoY)

- EBITDA (Q1 FY27): ₹74.4 crore

- PAT (Q1 FY27): ₹42.2 crore (+86% YoY)

- EBITDA per ton: ₹93,325 (up from ₹65,885 in Q1 FY26)

**Management Commentary / Outlook:**

Management highlights strong execution in Q1 FY27, capitalizing on a favorable demand environment. They are focused on increasing the mix of higher value-added Specialized Wires and are on track with capacity expansion to meet future demand, particularly from energy transition, AI data centers, and global grid upgrades. The company anticipates continued growth driven by its specialized product portfolio and strong OEM relationships.