KSH International Limited has submitted to the Exchange, Transcript of the Earnings call held on May 26, 2026.
KSHINTL · price
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KSH International reported record Q4 FY26 results with revenue of INR 1,018 crore (up 101% YoY) and PAT of INR 34.5 crore (up 87% YoY). Full-year FY26 revenue stood at INR 3,107 crore with PAT of INR 110 crore. EBITDA per ton improved to INR 74,000 in Q4 from INR 60,000 a year ago, driven by better product mix and higher export volumes. Export revenue surged 92% YoY in Q4, while volumes grew 29% YoY to 7,600 metric tons. The company guided EBITDA per ton of INR 67,000-74,000 as sustainable, and expects to sustain at least 21% volume growth in FY27 with new Supa capacity coming online. Management highlighted strong structural demand for T&D transformers globally and mentioned evaluating long-term multi-year supply agreements with transformer OEMs.
Strong execution with margin expansion and export acceleration signals robust demand environment. The balance sheet deleveraging to 0.39x debt-to-EBITDA and capacity expansion on track should support continued growth in FY27.