Investors''/Analyst Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDF

KPIL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

+0.5%1-day move

₹1229.00

prior close

₹1259.90

base price

After-mkt

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AI summary

KPIL delivered a standout FY26 with consolidated revenue of ₹27,143 crores (+22% YoY) and PBT of ₹1,334 crores (+62% YoY), exceeding guidance across all metrics. EBITDA margin expanded 10 bps to 8.3% while PBT margin improved 120 bps to 4.9%, demonstrating successful margin improvement initiatives. The order book stands at ₹65,457 crores with ₹26,400 crores of new orders won during the year, led by T&D and Building & Factories segments. Net debt declined sharply by 53% to ₹915 crores, with net debt/equity at a healthy 0.1x. Operating cash flow surged 68% to ₹1,534 crores, while ROCE improved 410 bps to 21.4%. The company also completed divestment of Vindhyachal Road Asset and Indore Real Estate Project as guided, and closed all legacy projects in Fasttel Brazil.

Likely market impact

Strong execution with margin expansion and debt reduction signals operational efficiency gains. The robust order book of ₹65,457 crores provides multi-year revenue visibility, while the proposed dividend of ₹11 per share (550% of face value) reflects shareholder-friendly capital allocation.