• Type of Event: The document is the transcript of a Q1 FY27 Earnings Conference Call hosted by Systematix Group.
  • Date and Time: The call was held on August 26, 2026. A specific time was not mentioned in the transcript.
  • Purpose: The stated purpose was to discuss the Unaudited Standalone and Consolidated Financial Results for the quarter ended June 30, 2026 (Q1 FY27).
  • Management Participants: The call featured Mr. Sujay Kewalramani (Chief Executive Officer) and Mrs. Kanak Kewalramani (Director and Chief Financial Officer).
  • Availability of Materials: The transcript was attached to the regulatory filing and is available on the company's website at https://www.kmew.in/investor-information.html. No presentation deck or recording was mentioned.
  • UPSI Statement: The moderator's opening remarks included a standard disclaimer that the call may contain forward-looking statements and is not a guarantee of future performance. The company did not explicitly state that no Unpublished Price Sensitive Information (UPSI) would be shared.

Financial Highlights & Strategic Updates (As Disclosed on the Call):

  • Financial Period Discussed: Q1 FY27 (Quarter Ended June 30, 2026).
  • Financial Performance: Revenue from operations stood at INR 115.41 crores (Growth of 138% YoY). EBITDA was INR 73.41 crores (Growth of 258% YoY) with an EBITDA margin of ~64%. Profit After Tax (PAT) was INR 62.75 crores (Growth of 466% YoY) with a PAT margin of ~54%.
  • Performance Drivers: The exceptional performance was primarily driven by the execution of two key dredging projects: a capital rock dredging project at JNPA and a maintenance dredging project at Pondicherry port.
  • Order Book: The company reported a diversified order book of over INR 1,300 crores, broken down as:
  • Dredging: ~INR 240 crores (8 contracts)
  • Charter & Hire: ~INR 850 crores (15 contracts)
  • Shipbuilding: ~INR 240 crores (4 contracts)
  • This excludes an intercompany order book of INR 200 crores placed with subsidiary Knowledge Shipyard.
  • Bid Pipeline: The total bid pipeline is INR 3,500+ crores, comprising:
  • Dredging: INR 1,200+ crores
  • Charter & Hire: INR 1,100+ crores
  • Shipbuilding: INR 1,400+ crores
  • Guidance & Outlook: Management upgraded its FY27 revenue growth guidance from 30-40% YoY to potentially over 60% YoY. They project achieving a top line of INR 1,000 crores by FY29, with a expected revenue mix of 45-50% from dredging, 40-45% from shipbuilding, and the remainder from chartering.
  • Capex & Expansion: A capex of INR 1,000 crores is planned over the next 1.5 years, allocated as:
  • ~INR 450 crores for dredging (new dredgers)
  • ~INR 250 crores for Green Tugs and green vessels
  • Balance for the new Saphale shipyard
  • The Saphale shipyard (Phase 1) is expected to be operational by the end of FY27, with a capacity to build 14 vessels per annum, eventually scaling to 18.
  • Recent Fundraising: The company strengthened its capital base through a INR 150 crore preferential issue with marquee investors and a INR 100 crore block deal.

Additional Notes Section

  • Attachments: The regulatory filing enclosed the full transcript of the earnings call.
  • Financial Data: Significant financial data and forward-looking statements were disclosed during the call, as detailed in the summary above.
  • Compliance: The document is a regulatory filing submitted under SEBI LODR Regulations.