KSH International Limited — Q1FY27 Earnings Call Summary

KSHINTL · Q1FY27 · Filed 14 Aug 2026

Key Takeaways

• Installed capacity 43,445 MT; phase 2 expansion to 59,000 MT by FY27 end; utilization improved to 73.5%
• New upcast facility commissioned with 5,000 MT capacity for copper scrap recycling, modest efficiency gains expected
• Capacity expansion phase 2 capex ~INR 150-160 Cr; additional land acquisition planned for future expansion
• Q1 FY27 revenue 1164 Cr +108% y-y; EBITDA 74.4 Cr (up from 40.3 Cr Q1FY26); PAT 42.2 Cr +86% y-y
• EBITDA per ton at INR 93,000 in Q1, up from INR 66,000 Q1FY26; sustainable level guided at INR 75,000 per ton for FY27
• Export revenue grew 76% y-y; exports contributed ~27% of revenue; target to reach ~40% over time
• Working capital days improved to 60 from 71 a year ago; target to reach ~30-35 days
• Specialized wires (CTC) contribution at record levels; 25% of CTC volume from higher kV classes (765 kV and HVDC)
• Long-term 5-year supply framework agreement signed with Hitachi Energy Global

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.