KEI Industries Ltd
KEI Industries Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
KEI aims for a 20% CAGR growth in sales/revenue over the next 3 to 5 years, irrespective of copper price fluctuations. KEI Industries aims for a sustained 20% CAGR growth over the next 3-5 years, driven by new capacities including the Sanand facility ramp-up.
From KEI Industries Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- KEI aims for a 20% CAGR growth in sales/revenue over the next 3 to 5 years, irrespective of copper price fluctuations.
- Export contribution is targeted to reach around 20% within 1 to 2 years, currently close to 17%.
- With the Sanand facility ramping up, substantial volume and revenue growth is expected starting Q4 FY26 and strengthening in FY27 onwards.
- Capacity constraints hampered growth in past 2 years, now resolved with new capacity additions, enabling strong growth.
- Export markets, including Europe, Australia, Middle East, and Africa, offer large untapped opportunities with continued strong demand.
- Domestic and urban underground projects continue to be a focus area with ongoing large project executions.
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Profitability & Margins
See what KEI Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- KEI Industries has commissioned the Sanand facility with a capacity of around INR250 crores per month, ramping up gradually through FY '27.
- A new brownfield expansion at Bhiwadi is in the planning stage, with land already acquired (INR92 crores investment).
- Additional land acquisition near Baroda (~70 acres) is underway for further expansion.
- The company plans to invest around INR2,000 crores in capex over the next 3 to 4 years, excluding Sanand.
- Sanand project capex of INR2,000 crores expected to be fully capitalized by March 2027.
- Future capex plans over 6 months include finalizing another INR2,000 crores investment.
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Top-ranked in Industrial Products
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 KEI Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Total order book of KEI Industries Limited stands at INR 3,928 crores.
- Order book breakdown:
- EPC orders: INR 361 crores
- Extra High Voltage (EHV) power cable orders: INR 717 crores
- Domestic cable orders: INR 2,426 crores
- Export cable orders: INR 424 crores
- Execution timeline for current orders is mostly within 3 to 4 months; few orders may take up to 5 months.
- Orders are quickly replaceable, with new orders coming in monthly.
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KEI Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹3.5K Cr, net profit ₹284 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What KEI Industries Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
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Revenue/Sales Figures for the Quarter:** The presentation reports net sales of ₹322.20 crore for Q3 FY 2026. Key investor presentation takeaways from Shri Kanha
- Rappid Valves India Ltd (Q3 FY26)
Two concrete investments in manufacturing infrastructure totaling ₹139 Crores: . Key investor presentation takeaways from Rappid Valves India Ltd's Q3 FY26 inve
- Prime Cable Ind. (Q3 FY26)
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- Shubhshree Biofuels Energy Ltd (Q3 FY26)
Revenue in H1 FY26: ₹9,604.6 Lakhs, a 24.1% year-on-year (YoY) increase from ₹7,736.4 Lakhs. Key investor presentation takeaways from Shubhshree Biofuels Energy
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Frequently Asked Questions
What were KEI Industries Ltd Q3 FY26 results?
KEI aims for a 20% CAGR growth in sales/revenue over the next 3 to 5 years, irrespective of copper price fluctuations. KEI Industries aims for a sustained 20% CAGR growth over the next 3-5 years, driven by new capacities including the Sanand facility ramp-up.
What is KEI Industries Ltd share price analysis?
KEI Industries Ltd currently shows a neutral. The stock trades at a P/E of 53.5 with a market cap of ₹53,316 Cr. Investors should review the full earnings analysis for detailed insights.
Is KEI Industries Ltd planning capital expenditure?
KEI Industries has commissioned the Sanand facility with a capacity of around INR250 crores per month, ramping up gradually through FY '27.
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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.