KSH International Earnings Call Transcripts
Fiscal Year 2027
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Q1 FY 2027 saw revenue double year-over-year, with EBITDA per ton reaching INR 93,000 and PAT up 86%. Capacity expansion and a new long-term agreement with Hitachi Energy support strong growth outlook, while working capital days improved to 60.
Fiscal Year 2026
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Q3 FY26 saw 24% volume growth and 59% revenue growth year-over-year, driven by new capacity and strong export demand. EBITDA per ton reached INR 66,000, with sustainable profitability expected as capacity ramps up and working capital is optimized.
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Q4 and FY 2026 saw record revenue and profit growth, led by specialized winding wires and exports, with EBITDA per ton reaching INR 74,000 in Q4. Capacity expansion and strong demand in T&D and export markets support a positive outlook, with 21% volume growth targeted for FY 2027.
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Record Q2 FY 2026 results with 50.7% revenue growth and 128.9% PAT increase, driven by specialized winding wires and capacity expansion. Export revenue remains strong, and new investments in technology and capacity support long-term growth.