Kay Cee
Kay Cee Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Transmission lines work worth Rs. The company expects revenue to grow significantly, targeting Rs.
From Kay Cee's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Transmission lines work worth Rs. 7,000 to Rs. 8,000 crore expected in Rajasthan over next 3-5 years.
- EPC work in transmission expected to be Rs. 15,000 to Rs. 20,000 crore due to renewable energy expansion.
- Target revenue for FY’26 is Rs. 275 crore to Rs. 300 crore, maintaining supply to services ratio around 60-70% supply and 30-40% services.
- Orders worth Rs. 500 crore anticipated to be added in FY’26, with tender pipeline of Rs. 180 crore currently quoted.
- Order book expected to grow from Rs. 537 crore to approx. Rs. 750 crore by next year.
2 more points from Kay Cee's call on revenue
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Profitability & Margins
See what Kay Cee said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is working on a backward integration plan focusing on transformer manufacturing (13.5 ampere transformer DPR under preparation).
- CAPEX for the transformer project is estimated between Rs. 7 crore and Rs. 10 crore; Rs. 3 crore has already been invested, with the remaining Rs. 7 crore pending.
- Manufacturing for the transformer project is planned to start before March 2026; structural work is mostly completed.
- Backward integration manufacturing is expected to improve net PAT margin by approximately 2% to 3%.
- Investment projects are adjusted based on ongoing EPC work and project requirements.
- Current CAPEX related to backward integration includes Rs. 3 crore already invested; total CAPEX planned around Rs. 10 crore.
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Top-ranked in Construction
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Kay Cee said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book as of April 30, 2025, stands at approximately Rs. 537 crore.
- The execution timeline for this order book extends up to December 2026, with contracts ranging from 6 months to 5 years.
- Rs. 120 crore orders received in April 2025 are included in the current Rs. 537 crore order book.
- The company expects to execute Rs. 300 crore of orders in FY 2025-26.
- Target order book for the beginning of next fiscal year (FY 2026-27) is around Rs. 750 crore.
- Quotes have been made for tenders worth Rs. 180 crore recently, with technical bids cleared but price bids pending.
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What Kay Cee's management said in earlier quarters
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Frequently Asked Questions
What were Kay Cee Q4 FY25 results?
Transmission lines work worth Rs. The company expects revenue to grow significantly, targeting Rs.
What is Kay Cee share price analysis?
Kay Cee currently shows a neutral. The stock trades at a P/E of 5.6 with a market cap of ₹105 Cr. Investors should review the full earnings analysis for detailed insights.
Is Kay Cee planning capital expenditure?
The company is working on a backward integration plan focusing on transformer manufacturing (13.5 ampere transformer DPR under preparation). - CAPEX for the transformer project is estimated between Rs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.