Kalpataru Projects International Ltd (NSE:KPIL)

Q2 2026 Kalpataru Projects International Ltd Earnings Call Transcript

Oct 31, 2025 / 11:30 AM GMT

Release Date Price: ₹1256.4 (-0.48%)

Transcript

Key Points

Positve

Kalpataru Projects International Ltd (BOM:522287) reported a revenue growth of more than 50% in H1, reaching approximately INR1,500 crore.
The company achieved a healthy EBITDA margin of over 7.5% and a PBD margin close to 7%.
The Building and Factories, TND, and Oil and Gas businesses are operating at double-digit margins, ranging from 9% to 11%.
The company is optimistic about achieving a 50 basis points improvement in PBT margins for the current year.
Kalpataru Projects International Ltd (BOM:522287) is bullish on its LNG business, expecting a growth of 30% to 40% with improved margins.

Negative

Receivables have increased by INR125 crore, with significant overdue amounts in states like UP and Jharkhand.
The company faces challenges in the railway segment with no significant developments visible in the near future.
The parcel business is experiencing challenges with growth and profitability, focusing on stabilization rather than expansion.
There are delays in some oil and gas projects in the Middle East due to volatility in crude prices.
The company has created a provision of INR30 crore for warranty guarantees, impacting financials.

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

KAPT.NS - Kalpataru Projects International Ltd
Q2 2026 Kalpataru Projects International Ltd Earnings Call
Oct 31, 2025 / 11:30AM GMT

=====================
Corporate Participants
=====================
* Amit Awani
PL Capital - Analyst
* Wever Shah
GM Financial - Analyst
* Bala Subramanyam
Ariant Capital - Analyst
* Abhijit Singh
Systematics - Analyst
* Bika Naya
Dam Capital Advisors - Analyst
* Deepak Purswani
Swan Investments - Analyst

=====================
Conference Call Participants
=====================
* Bhar Atit
Quest Investment Advisors Private Limited - Analyst

=====================
Questions and Answers
--------------------------------------------------------------------------------
Unidentified Participant [1]
--------------------------------------------------------------------------------
(audio in progress) What has been the beta and the margins on these two entities.

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.