KECNSEKEC International Limited· Transmission TowersMediumNeutral
Announced Mon, 2 Jun · 19:44 IST

In continuation to our letter dated May 29, 2025, and pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith the presentation to be made by the Company during the RPG Annual Investor Conference 2025 scheduled to be held on June 03, 2025.

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

KEC · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

KEC International reported record FY25 revenue of Rs. 21,847 Cr, up 10% year-on-year, with EBITDA margins expanding 90 basis points to 7.0%. Profit after tax surged 65% to Rs. 571 Cr, while PBT grew 71%. The order book and L1 position stands robust at over Rs. 40,000 Cr, with a tender pipeline of Rs. 1,80,000 Cr+. The T&D segment led with Rs. 12,833 Cr revenue (23% growth) and Rs. 18,000 Cr order inflows. The company improved its balance sheet significantly, with net debt-to-EBITDA falling from 5.3x to 3.0x and net debt-to-equity improving to 0.9x. Transportation was a weak spot with 32% revenue degrowth and management flagged margin pressure there, while renewables nearly doubled to Rs. 848 Cr.

Likely market impact

Strong all-round FY25 results with margin expansion, profit growth, and a robust order pipeline signal a positive outlook for shareholders. However, execution challenges in Transportation remain a watchpoint, though management's deleveraging progress and diversified order book provide a solid foundation for FY26.