KPI Green Energy Ltd
KPI Green Energy Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
4 of 5 strong
The short version
KPI Green Energy Limited expects a strong year-on-year growth rate of 40% to 50% in revenue and sales until FY 2030. KPI Green Energy expects strong future growth, targeting a 40% to 50% CAGR in revenue and earnings through FY '30.
From KPI Green Energy Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- KPI Green Energy Limited expects a strong year-on-year growth rate of 40% to 50% in revenue and sales until FY 2030.
- Earlier projections indicated higher CAGR (50%-60%), but current guidance has adjusted to 40%-50% due to less sector acceleration impacted by geopolitical conditions, though no structural slowdown is anticipated.
- The company aims to achieve a 10-gigawatt capacity target by 2030, potentially ahead of schedule.
- Growth is supported by both EPC and IPP segments, with increasing IPP share expected to improve profitability and stable margins.
- IPP projects are ramping up revenue contribution starting FY 2027-28, with phased capacity additions mitigating interest and cost burdens.
2 more points management made on revenue & sales performance
Profitability & Margins
See what KPI Green Energy Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- KPI Green Energy is investing in Botswana through a step-down subsidiary, with plans to commission 500 MW by end of December 2027. All approvals are completed, and a local team has been set up. (Page 19)
- The company is increasing inventory significantly (about 4x increase), stocking turbine and panel components to hedge against input price increases and to ensure timely execution amid geopolitical concerns. (Pages 8-9, 19-20)
- The asset base has nearly doubled from around INR 2,500 crores to over INR 5,000 crores, leading to higher depreciation; indicating ongoing capital investments. (Page 16)
- KPI plans expansion in IPP capacity, targeting about 1.7 GW addition in FY '27 and crossing the 1 GW mark already. (Page 20)
2 more points management made on capital expenditure plans
Top-ranked in Power
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 KPI Green Energy Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- CPP Order Book: Approximately INR 5,246 crores (includes new and pending orders).
- EPC Order Book Capacity: Around 2.7 GW (including some orders with module and turbine procurement, some without).
- IPP Capacity: Crossed 1 GW mark as of May 2026, with ongoing projects totaling ~1.7 GW planned for addition by FY 2027.
- BESS (Battery Energy Storage System) Orders: Two major signed orders – 440/890 MWh and 120/240 MWh for GUVNL.
- Bid Pipeline: Participating in bids totaling 4-5 GW; historical win ratio ~75%, but future bids will be selective focusing on high-margin and faster execution projects.
2 more points management made on order book & pipeline
KPI Green Energy Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹796 Cr, net profit ₹155 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What KPI Green Energy's management said in earlier quarters
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Frequently Asked Questions
What were KPI Green Energy Ltd Q4 FY26 results?
KPI Green Energy Limited expects a strong year-on-year growth rate of 40% to 50% in revenue and sales until FY 2030. KPI Green Energy expects strong future growth, targeting a 40% to 50% CAGR in revenue and earnings through FY '30.
What is KPI Green Energy Ltd share price analysis?
KPI Green Energy Ltd currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 15.7 with a market cap of ₹7,452 Cr. Investors should review the full earnings analysis for detailed insights.
Is KPI Green Energy Ltd planning capital expenditure?
KPI Green Energy is investing in Botswana through a step-down subsidiary, with plans to commission 500 MW by end of December 2027.
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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.