Guidance and Outlook
KEI Industries Ltd announced that it expects revenue to grow by more than 20% in both the first quarter of FY27 and the full FY27 financial year. Management attributes this outlook to a recovery in export orders and robust domestic demand across its key product segments.
Data Centre Opportunity
The company highlighted the data‑centre segment as a major long‑term growth driver, noting that it can meet roughly 90% of a data‑centre’s cable requirements, excluding optical fibres. Current annual revenue from data‑centre cables is estimated at Rs 400‑500 crore, and Chairman and Managing Director Anil Gupta expects this figure to multiply several‑fold over the next eight to ten years as large projects come online.
Export Recovery and Cost Management
KEI reported a strong rebound in export bookings, which it expects to support full‑year growth. While shipment and supply‑chain challenges persist in the Middle East, the company said dispatches are improving daily. Regarding input costs, KEI stated that fluctuations in aluminium prices are unlikely to materially affect profitability because it aligns inventory closely with its order book to smooth commodity volatility.
Financial Performance – Q4 FY26
In the fourth quarter of FY26, KEI posted revenue of Rs 3,476 crore, a 19% year‑on‑year increase from Rs 2,915 crore in Q4 FY25. EBITDA rose to Rs 382 crore, up 27% YoY, while net profit reached Rs 284 crore, a 25% YoY rise. Earnings per share increased 25% to Rs 29.74 from Rs 23.71 a year earlier.
Market Capitalisation and Share Price
At the time of reporting, KEI’s market capitalisation stood at Rs 50,990 crore. The shares were trading at Rs 5,333.75, down from the previous close of Rs 5,419.15. Over the past year the stock delivered a 40% total return, with an 18% gain year‑to‑date, a 22% increase over the last six months, and a 1% rise in the past month.
Advertising and Brand Building
The company continues to invest in brand building, allocating approximately Rs 80‑100 crore annually to advertising and marketing activities.