KSH International Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
KSH International reported revenue of Rs 1,164 crores in Q1 FY27, up 108% year-over-year, with EBITDA per ton rising to approximately Rs 93,000 from Rs 66,000 a year ago. Management attributed the improvement to record CTC contribution within specialized wires, higher export volumes, and favorable value-addition rates from new OEM customers. The company also announced a five-year supply framework agreement with Hitachi Energy Global and progress on its Supa Phase 2 capacity expansion, targeted for completion by March 2027.
KSH International reported Q4 FY26 revenue of Rs 1,018 crore and full-year FY26 revenue of Rs 3,107 crore, with export revenue up 92% year-on-year in the quarter. Management reported record quarterly PAT of Rs 34.5 crore and record annual PAT of Rs 110 crore, alongside EBITDA per ton of approximately Rs 74,000 in Q4 versus Rs 67,600 for the full year. Management also discussed the Supa capacity expansion, deleveraging of the balance sheet, and impacts from Middle East shipment delays during the quarter.