KSH International Ltd
KSH International Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY27 volume growth expected to sustain at least last year's 21%, supported by full-year availability of Supa capacity (Q7). FY26 reported record PAT of INR 110 crore, up 62% YoY; Q4 PAT up 87% YoY.
From KSH International Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY27 volume growth expected to sustain at least last year's 21%, supported by full-year availability of Supa capacity (Q7).
- Long-term capacity utilization target is approximately 85% of installed capacity; new plants take 2-3 years to reach this peak (Q13).
- Potential to add another 10,000 tons capacity within next 18-24 months if demand remains robust (Q13).
- Revenue growth driven by volume growth, higher value-added product mix (specialized wires like CTC), and expanding exports, especially to transformer companies globally (Q15, Q17).
- Export revenue targeted to increase from current ~30% to about 40% over next couple of years (Q15).
2 more points management made on revenue & sales performance
Profitability & Margins
See what KSH International Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- KHS International plans to increase capacity from around 43,000 metric tons to approximately 59,000 metric tons by Q4 FY27.
- The company has space and infrastructure available to add another 10,000 tons of capacity if needed, which can be added in a shorter time frame since land, building, and utilities are ready.
- They are launching a new PEEK insulated wires product with capacity coming online by end of Q2 FY27; initially a smaller scale focused on EV applications.
- Further capacity additions and product line expansions will be evaluated over the next 18 to 24 months based on demand.
2 more points management made on capital expenditure plans
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 KSH International Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The transcript does not explicitly mention the current or expected order book or pending orders in specific figures.
- However, it is indicated that demand for transformer and specialized wires like CTC is strong and growing due to the structural long-term cycle in the T&D sector.
- Some large transformer clients are exploring long-term multi-year agreements to ensure supply predictability.
- The company is actively servicing over 120 leading domestic and global OEM customers with repeat revenue above 95% during FY26.
- There is mention that Q4 was impacted due to Middle East disruptions causing some deferral of deliveries (approx. 100-150 tons delay), which were dispatched later in April.
2 more points management made on order book & pipeline
KSH International Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.0K Cr, net profit ₹35 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What KSH International Ltd's management said in earlier quarters
Others in Industrial Products this season
- Grindwell Norton Ltd (Q4 FY26)
2,687 crores . Key concall takeaways from Grindwell Norton Ltd's Q4 FY26 earnings call — and how it ranks against sector peers.
- Graphite India Ltd (Q4 FY26)
816 Crores, up 26.5% year-on-year . Key concall takeaways from Graphite India Ltd's Q4 FY26 earnings call — and how it ranks against sector peers.
- AGI Greenpac Ltd (Q4 FY26)
AGI Greenpac Limited (Consolidated): ₹742 Cr, up 5.3% YoY . Key concall takeaways from AGI Greenpac Ltd's Q4 FY26 earnings call — and how it ranks against…
- JTL Defence Ltd (Q4 FY26)
Q4 FY26 Operating Margin (EBITDA margin):** 24.2% (not stated in Q4 FY25; marked as NM) . Key concall takeaways from JTL Defence Ltd's Q4 FY26 earnings call…
Frequently Asked Questions
What were KSH International Ltd Q4 FY26 results?
FY27 volume growth expected to sustain at least last year's 21%, supported by full-year availability of Supa capacity (Q7). FY26 reported record PAT of INR 110 crore, up 62% YoY; Q4 PAT up 87% YoY.
What is KSH International Ltd share price analysis?
KSH International Ltd currently shows a neutral. The stock trades at a P/E of 53.2 with a market cap of ₹6,969 Cr. Investors should review the full earnings analysis for detailed insights.
Is KSH International Ltd planning capital expenditure?
KHS International plans to increase capacity from around 43,000 metric tons to approximately 59,000 metric tons by Q4 FY27.
Keep KSH International Ltd on your radar — track it to get its next earnings analysis in your feed.
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.