Pursuant to Regulation 30 of SEBI (Listing Obligation and Disclosure Requirements) Regulations 2015, please find enclosed Investor Presentation to be used for the Analysts'/Institutional ....
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KVS Castings filed its investor presentation ahead of a virtual analysts'/institutional investors' meeting scheduled for March 11, 2026, at 4:00 PM. The company recently commissioned its new Unit-2 plant on March 2, 2026, adding 12,000 MTPA capacity and taking total capacity to 19,200 MTPA (a 166.67% jump). H1 FY26 results showed strong performance with revenue at ₹2,390.61 lakhs (up 3.17% YoY), EBITDA at ₹549.21 lakhs (up 40.99% YoY), and PAT at ₹369.42 lakhs (up 42.52% YoY); EBITDA margin expanded sharply by 616 basis points to 22.97%. Management highlighted an improved product mix and manufacturing efficiency as the key margin drivers, with EPS rising 42.55% YoY to ₹2.68. The strategic roadmap targets further capacity expansion to 25,000 MTPA, deeper OEM partnerships, and diversification into railway, defence, and EV sectors. The company is also leveraging the India foundry market opportunity, projected to grow from USD 25.57 Bn in 2025 to USD 42.61 Bn by 2030 at 10.57% CAGR.
Sharp margin expansion and a near-doubling of production capacity position KVS Castings for accelerated revenue and profit growth, though actual utilization of the new Unit-2 will be the key monitorable. The investor meeting may trigger near-term stock movement as the market digests the capacity-led growth story and margin trajectory.