KPI Green Energy Ltd (BOM:542323)

Q2 2026 KPI Green Energy Ltd Earnings Call Transcript

Nov 11, 2025 / 08:30 AM GMT

Release Date Price: ₹487.25 (+0.66%)

Transcript

Key Points

Positve

KPI Green Energy Ltd (BOM:542323) reported a 78% year-on-year revenue growth for Q2 FY26, reaching INR 641.1 crore.
The company achieved its sixth consecutive quarter of record revenue and profitability, highlighting the robustness of its business model.
KPI Green Energy Ltd successfully issued India's first externally credit-enhanced green bond of INR 670 crore, reinforcing investor confidence.
The company secured a significant term loan of INR 3,200 crore from the State Bank of India for its solar and hybrid projects.
KPI Green Energy Ltd is expanding into emerging sectors such as data centers, AI, and life sciences, and exploring innovative financing options.

Negative

There is a concern about the squeezing EBITDA margins despite the expansion of the IPP portion, attributed to higher borrowing costs.
Shareholders' wealth is not aligning with the company's growth, with concerns about EPS growth not matching the company's expansion.
The company faces challenges with equity dilution and the use of borrowed funds for growth, raising questions about future funding sources.
There are concerns about grid stability and the impact of government directives to close non-viable renewable energy projects.
The company's stock has underperformed despite strong financial performance, raising concerns about investor confidence.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KPIG.NS - KPI Green Energy Ltd
Q2 2026 KPI Green Energy Ltd Earnings Call
Nov 11, 2025 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the KP Green Energy Limited Q2 FY26 earnings conference call hosted by Shared India Securities. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your a phone.

Please note that this conference is being recorded. I now hand the conference over to Mr. Hirsh Patel from Share India Securities.

Thank you and over to you, sir.

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Unidentified_2 [2]
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