KECNSEKEC International Limited· Transmission TowersMediumNeutral
Announced Mon, 25 May · 21:49 IST

KEC International Limited has informed the Exchange about Presentation

Order Pipeline DisclosedMgmt Guided Margin ImprovementInvestor Communications View source PDF

KEC · price

Loading chart…

▲ 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
-1.1%1-day move
₹507.00
prior close
₹508.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.0-0.8-0.1-0.2-1.1-1.6-1.9-1.6-2.1-2.0+2.4+1.2-8.3
Up moveDown movePending
AI summary

KEC International reported record FY26 revenue of Rs. 23,506 crore, up 8% YoY, with operating PAT growing 18% to Rs. 650 crore. The company attributed performance challenges to Middle East geopolitical disruptions causing delayed revenues, water project payment delays, and labour issues affecting metro project closures. The order book and L1 position stands at over Rs. 40,000 crore with a robust tender pipeline exceeding Rs. 180,000 crore. T&D segment dominates with 68% revenue share (Rs. 15,883 crore, up 24% YoY), while Civil segment saw order intake more than double to over Rs. 5,000 crore. Net worth crossed Rs. 6,000 crore with Return on Net Worth at 10%, expanded by 500 basis points over three years. Debt levels increased due to inventory build-up from delayed Middle East dispatches and strategic steel price hedging, expected to normalize by Q2 FY27.

Likely market impact

Strong order book visibility (1.7x revenue ratio) and 18% PAT growth signal improving profitability, though elevated debt and execution challenges in Water and Transportation segments warrant monitoring. The disclosed tender pipeline of Rs. 180,000+ crore supports multi-year revenue visibility.