Ksb Limited has informed the Exchange about Transcript
KSB · price
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KSB Limited filed the transcript of its CY2025 institutional investor meet held on March 17, 2026. Management highlighted steady financial performance with revenue growing to ₹2,696 cr (Dec 2025) and EBITDA to ₹387 cr, reflecting 17% CAGR in both. Order book stood at ₹2,585 cr (₹1,303 cr ex-nuclear + ₹1,282 cr nuclear), with order intake CAGR of 14%. The Managing Director announced that NPCIL testing of nuclear reactor coolant pumps at Tarapur is set to begin March 22, 2026, with 2-4 pumps expected to be invoiced this year. Solar business grew from ₹189 cr (CY24) to ₹245 cr (CY25) with plans for ₹300+ cr in CY26. Management targets 15-20% growth in ex-nuclear pumps in CY26 while maintaining EBITDA margins at 13-14%. Exports stood at 17% (highest), with management aiming for 25% over time. Key concerns flagged include Middle East geopolitical disruptions affecting foundry gas supply and exports, plus potential commodity price spikes.
Positive signals from a robust order book, imminent nuclear testing, and strong segment growth (firefighting 68% CAGR, water/wastewater 30% CAGR) support a growth outlook. However, Middle East supply chain risks and commodity price volatility are near-term watchpoints that could pressure margins on new orders without PVC clauses.