Q1 2026 KEI Industries Ltd Earnings Call Transcript
Key Points
- KEI Industries Ltd (BOM:517569) reported a 25.44% growth in net sales for Q1 FY26, reaching INR232 crores.
- EBITDA increased by 28% to INR297.62 crores, with an EBITDA/net sales margin of 11.49%, up from 11.25% the previous year.
- Profit after tax grew by 30.8% to INR195.75 crores, with a PAT/net sales margin of 7.56%.
- Export sales saw a significant increase, with cable and wire exports growing by 122% compared to the previous year.
- The company has a strong order book of INR3,921 crores, indicating robust future demand and growth potential.
- EPC sales, excluding cable, declined by approximately 53% due to the absence of a project in Gambia that was present last year.
- Sales of stainless steel wire decreased by approximately 4% compared to the previous year.
- The B2C sales contribution decreased slightly to 51% from 53% in the same quarter last year.
- There is a noted decline in the export segment due to the absence of EPC contracts, impacting overall export growth.
- The company faces potential challenges in maintaining margins due to increased competition and fluctuating logistics costs.
Ladies and gentlemen, good day, and welcome to the KEI Industries Limited Q1 FY26 earnings conference call, hosted by Nuvama Institutional Equities. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Achal from Nuvama Institutional Equities. Thank you, and over to you, sir.
Yes. Thank you, Shruti. Good afternoon, everyone. On behalf of Nuvama Institutional Equities, we are glad to host the senior management of KEI Industries Limited. We have with us Mr. Anil Gupta, Chairman and Managing Director of the company; Mr. Rajeev Gupta, Executive Director, Finance and CFO.
We will start the call with opening remarks from the management and then move to Q&A. Thank you, and over to you, sir.
So good morning. I'm Anil Gupta, CMD, KEI Industries Limited. I'll give brief about Q1 or you must have been gone through
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