KSH International Limited has informed the Exchange about Transcript of the Earnings Conference Call held on February 09, 2026.
KSHINTL · price
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Awaiting price reaction for this filing.
KSH International reported Q3 FY26 revenue of INR 818 crores (up 59% YoY) and 9M FY26 revenue of INR 2,089 crores (up 47% YoY), driven by 24% YoY volume growth to 7,400 metric tons. EBITDA per ton stood at ~INR 66,000, up from INR 50,000 in 9M FY25, which management called sustainable. Q3 PAT fell 9% YoY to INR 23 crores due to one-time costs from the new Supa facility, but 9M PAT grew 53% to INR 75.6 crores. The company is now the 2nd largest winding wire manufacturer in India with 43,445 MT capacity, targeting 59,045 MT after Phase 2 expansion in ~14 months. The company received orders for 37 HVDC transformers (highest value-add product) to be supplied over 12-18 months. Debt-to-equity ratio dropped sharply to 0.42x from 1.35x after repaying INR 225.9 crores of debt, including the Supa term loan.
Short-term, Q3 margins were pressured by upfront Supa expansion costs, but management expects operating leverage to kick in as volumes ramp up toward 28,500-29,500 MT for FY26. The debt reduction and full-year PAT growth of ~53% are positive signals for shareholders, though the stock may react to the slightly weak Q3 PAT print.