KPI Green Energy Limited has informed the Exchange about Transcript

Order Pipeline DisclosedPromoter Disclosed Acquisition PlansCfo Debt Reduction RoadmapAnalyst Day Multiyear TargetsInvestor Communications View source PDF

KPIGREEN · 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

+4.3%1-day move

₹420.10

prior close

₹416.85

base price

In-mkt

timing

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+1.2+1.1+1.1—+4.3+3.3+2.4+1.4+4.2+4.1-6.0-2.9-1.5—

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AI summary

KPI Green Energy reported strong FY26 results with total income of INR2,742 crores (up 56% YoY), EBITDA of INR1,006 crores (up 73% YoY), and PAT of INR509 crores (up 57% YoY). The company has a 6.26 GW portfolio (1.62 GW installed, 4.64 GW under execution) split between IPP and CPP segments. Key wins include 1.13 GW solar BoP from Adani, 300 MW wind from SJVN, and multiple BESS projects. The company issued India's first credit-enhanced green bond worth INR670 crores. Management committed to 40-50% YoY growth and expects ROE to recover from FY27-28 as IPP projects become fully operational. Sundrops Energia subsidiary (FY26 revenue INR586 crores, PAT INR97 crores) is planning an IPO this fiscal year. Botswana expansion is underway with 500 MW target by December 2027.

Likely market impact

Strong financial growth but rising interest costs (up 130% to INR182 crores) and ROCE decline (18-19% to 13-14%) indicate near-term EPS dilution risk as heavy IPP capex burden continues through FY27-28 before becoming EPS-accretive.