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KEI Industries Reports Strong 9M FY26: PAT Up 35% YoY to ₹6,341 Mn with Margin Expansion
KEI Industries delivered a robust performance in 9M FY26, with revenue growing 21.26% YoY to ₹82,714 Mn and PAT surging 34.96% to ₹6,341 Mn. The company achieved significant margin expansion, with EBITDA margins improving to 11.64% from 10.62% in the previous year. Growth was supported by a strong retail segment, which now accounts for 53% of sales, and a healthy order book of ₹37,243 Mn. Notably, the company commenced commercial production at its new greenfield facility in Sanand, Gujarat, in December 2025.
Key Highlights
9M FY26 Revenue increased 21.26% YoY to ₹82,714 Mn, while EBITDA grew 32.96% to ₹9,631 Mn.
EBITDA margins expanded by 102 basis points YoY to 11.64% in 9M FY26.
Retail segment contribution rose to 53% of total sales, up from 52% in FY25.
Order book remains healthy at ₹37,243 Mn as of December 31, 2025, providing strong revenue visibility.
Commenced first phase of commercial production for LT/HT cables at the Sanand greenfield unit.
💼 Action for Investors
Investors should note the positive trend in margin expansion and the strategic shift toward the high-margin retail segment. The operationalization of the Sanand plant and a debt-free balance sheet provide a strong foundation for continued growth in the wires and cables industry.
KEI Industries Q3 FY26 PAT Jumps 42.5% to ₹235 Cr; EBITDA Margins Expand to 12%
KEI Industries reported a strong Q3 FY26 with net sales growing 19.5% YoY to ₹2,954 crores, driven by a massive 95% surge in exports and 29% growth in the B2C segment. Profitability improved significantly as EBITDA margins expanded to 12% from 10.29% last year, leading to a 42.5% jump in PAT to ₹234.86 crores. The company's Sanand facility has commenced trial production, with a total planned capex of ₹2,000 crores expected to drive a ₹6,000 crore incremental top-line by FY29. Management maintains a positive outlook with a 20%+ growth guidance and a robust order book of ₹3,928 crores.
Key Highlights
Net Sales grew 19.51% YoY to ₹2,954 crores, while PAT surged 42.5% to ₹234.86 crores.
Export sales witnessed a stellar 95% YoY growth in Q3, with 9-month export growth at 79%.
B2C sales contribution increased to 55% of total revenue compared to 50% in the previous year.
Order book remains healthy at ₹3,928 crores as of December 31, 2025, with ₹3,567 crores in Wires and Cables.
Sanand plant Phase 1 trial production started in Dec 2025; total capex of ₹2,000 crores to be fully capitalized by March 2027.
💼 Action for Investors
Investors should focus on the significant margin expansion and the strong ramp-up in the high-margin export and B2C segments. The phased commissioning of the Sanand plant provides high revenue visibility for the next 3-4 years, supporting a long-term growth thesis.
KEI Industries Q3 FY26 PAT Jumps 42.5% YoY to ₹235 Cr; EBITDA Margins Expand to 11.98%
KEI Industries reported a strong Q3 FY26 with revenue growing 19.5% YoY to ₹2,954 crore, driven by robust performance in the dealer/distribution and export segments. Profitability saw significant improvement as PAT surged 42.5% YoY to ₹235 crore, with PAT margins expanding to 7.95% from 6.67% YoY. The dealer network continues to be a major growth driver, accounting for 54.5% of total sales, while the export institutional segment grew by a massive 95.1% YoY. The company maintains a healthy order book of ₹3,928 crore and a strong net cash position supported by QIP proceeds.
Key Highlights
Revenue increased 19.51% YoY to ₹2,954 crore, while EBITDA grew 39.08% YoY to ₹354 crore.
EBITDA margins improved to 11.98% in Q3 FY26 compared to 10.29% in the same quarter last year.
Dealer/Distribution segment revenue rose 29.2% YoY, now contributing 54.53% of overall sales.
Export Institutional Cable and Wire sales witnessed stellar growth of 95.10% YoY during the quarter.
Pending order book stands at approximately ₹3,928 crore as of December 31, 2025.
💼 Action for Investors
Investors should take note of the significant margin expansion and the company's successful shift towards the high-margin retail distribution and export segments. The robust order book and net cash status provide strong earnings visibility for the coming quarters.
KEI Industries Q3 Net Profit Jumps 42.5% to ₹235 Cr; Declares ₹4.50 Interim Dividend
KEI Industries reported a robust performance for Q3 FY26, with revenue from operations growing 19.5% YoY to ₹2,954.7 crore. Net profit saw a significant surge of 42.5% YoY, reaching ₹234.86 crore, driven by strong performance in the Cables & Wires segment. The company declared an interim dividend of ₹4.50 per share and announced the commencement of commercial production at its new Sanand greenfield facility. Additionally, the board approved a voluntary delisting from the inactive Calcutta Stock Exchange, which will not impact trading on NSE and BSE.
Key Highlights
Revenue from operations increased to ₹2,954.7 crore in Q3 FY26 compared to ₹2,472.2 crore in Q3 FY25.
Net profit for the quarter rose by 42.5% YoY to ₹234.86 crore from ₹164.8 crore.
Declared an interim dividend of ₹4.50 per equity share (225% of face value) with a record date of January 28, 2026.
Commenced first phase of commercial production for LT/HT Cables at the new Sanand, Gujarat greenfield unit.
Cables & Wires segment revenue grew to ₹2,820.8 crore, up from ₹2,356.3 crore in the previous year's quarter.
💼 Action for Investors
Investors should maintain a positive outlook given the strong double-digit profit growth and the operationalization of the Sanand facility which provides room for future volume growth. The interim dividend provides an immediate yield benefit for shareholders.
KEI Industries Q3 Net Profit Jumps 42.5% YoY to ₹235 Cr; Declares ₹4.50 Interim Dividend
KEI Industries reported a robust standalone net profit of ₹2,348.61 million for Q3 FY26, a 42.5% increase compared to the same period last year. Revenue from operations grew 19.5% YoY to ₹29,547.04 million, primarily driven by the core Cables & Wires segment. The company declared an interim dividend of ₹4.50 per share (225% of face value) and announced the commencement of commercial production at its new Sanand facility. This expansion, coupled with strong financial performance, underscores the company's growth trajectory in the infrastructure and power sectors.
Key Highlights
Standalone Net Profit increased 42.5% YoY to ₹2,348.61 million in Q3 FY26.
Revenue from operations grew 19.5% YoY to ₹29,547.04 million.
Interim dividend of ₹4.50 per share declared with a record date of January 28, 2026.
Commenced first phase of commercial production for LT/HT Cables at the Sanand, Gujarat greenfield unit.
Cables & Wires segment revenue rose to ₹28,208.02 million from ₹23,563.21 million YoY.
💼 Action for Investors
Investors should maintain a positive outlook given the strong double-digit growth in both top-line and bottom-line, alongside the operationalization of new capacity at Sanand. The dividend declaration provides an immediate yield benefit while the company continues to benefit from infrastructure tailwinds.
KEI Industries Q3 Net Profit Jumps 42% YoY to ₹235 Cr; Declares ₹4.50 Interim Dividend
KEI Industries reported a robust Q3 FY26 with revenue from operations growing 19.5% YoY to ₹29,547 million. Net profit surged 42.5% YoY to ₹2,348.6 million, supported by strong performance in the core Cables & Wires segment. The board declared an interim dividend of ₹4.50 per share (225% of face value) with a record date of January 28, 2026. Notably, the company has commenced commercial production at its new Greenfield unit in Sanand, Gujarat, which is expected to drive future growth.
Key Highlights
Revenue from operations rose 19.5% YoY to ₹29,547.04 million in Q3 FY26.
Net Profit increased significantly by 42.5% YoY to ₹2,348.61 million.
Declared an interim dividend of ₹4.50 per equity share with a record date of Jan 28, 2026.
Cables & Wires segment revenue grew to ₹28,208.02 million, up from ₹23,563.21 million YoY.
Commenced first phase of commercial production for LT/HT Cables at the Sanand Greenfield unit.
💼 Action for Investors
The strong earnings growth and the commencement of the Sanand facility reinforce a positive outlook; investors may consider holding or adding on dips for long-term exposure to the power infrastructure sector.
KEI Industries Q3 Net Profit Jumps 42.5% to ₹234.8 Cr; Declares ₹4.50 Interim Dividend
KEI Industries reported a robust performance for Q3 FY26, with standalone revenue growing 19.5% YoY to ₹29,547 million. Net profit surged by 42.5% YoY to ₹2,348.6 million, significantly outpacing revenue growth due to improved margins in the Cables & Wires segment. The company declared an interim dividend of ₹4.50 per share (225% of face value) and announced the commencement of commercial production at its new Sanand facility. Furthermore, the company is voluntarily delisting from the Calcutta Stock Exchange, which has no impact on active trading as it remains listed on NSE and BSE.
Key Highlights
Net Profit increased 42.5% YoY to ₹2,348.61 million for the quarter ended December 31, 2025.
Revenue from operations rose 19.5% YoY to ₹29,547.04 million, driven by the Cables & Wires segment.
Interim dividend of ₹4.50 per equity share (225% of FV ₹2) declared with a record date of January 28, 2026.
Commenced first phase of commercial production for LT/HT Cables at the Sanand, Gujarat greenfield unit.
Unutilized QIP funds of ₹6,157.72 million remain available for planned capital expenditure and corporate purposes.
💼 Action for Investors
The strong earnings growth and commencement of the Sanand plant indicate robust demand and capacity expansion, making it a positive outlook for long-term investors. Shareholders should note the record date of January 28 for the interim dividend eligibility.
KEI Q3 Net Profit Jumps 42.5% YoY to ₹235 Cr; Declares ₹4.50 Interim Dividend
KEI Industries reported a robust performance for Q3 FY26, with standalone revenue growing 19.5% YoY to ₹2,954.7 crore. Net profit saw a significant surge of 42.5% YoY, reaching ₹234.8 crore, driven by strong growth in the Cables & Wires segment. The board has declared an interim dividend of ₹4.50 per share (225% of face value) with a record date of January 28, 2026. Additionally, the company successfully commenced the first phase of commercial production at its new Sanand greenfield facility, signaling future capacity expansion.
Key Highlights
Revenue from operations rose 19.5% YoY to ₹29,547.04 million in Q3 FY26.
Net Profit increased by 42.5% YoY to ₹2,348.61 million from ₹1,648.05 million.
Declared an interim dividend of ₹4.50 per equity share for FY 2025-26.
Commenced first phase of commercial production for LT/HT Cables at Sanand, Gujarat greenfield unit.
Cables & Wires segment revenue grew to ₹28,208.02 million, up from ₹23,563.21 million YoY.
💼 Action for Investors
Investors should maintain a positive outlook given the strong profit growth and the operationalization of the Sanand plant which provides a roadmap for volume growth. The voluntary delisting from the Calcutta Stock Exchange is a routine administrative matter and will not impact liquidity on NSE or BSE.
KEI Industries Q3 Net Profit Jumps 42.5% YoY to ₹235 Cr; Declares ₹4.50 Interim Dividend
KEI Industries reported a robust performance for Q3 FY26, with revenue from operations growing 19.5% YoY to ₹29,547 million. Net profit saw a significant surge of 42.5% YoY, reaching ₹2,348.6 million, driven by strong performance in the Cables & Wires segment. The company declared an interim dividend of ₹4.50 per share and announced the commencement of commercial production at its new Sanand greenfield facility. Furthermore, the company is voluntarily delisting from the inactive Calcutta Stock Exchange while maintaining its primary listings on BSE and NSE.
Key Highlights
Revenue from operations increased 19.5% YoY to ₹29,547.04 million in Q3 FY26.
Net profit surged 42.5% YoY to ₹2,348.61 million compared to ₹1,648.05 million in the previous year.
Declared an interim dividend of ₹4.50 per equity share (225% of face value) with a record date of Jan 28, 2026.
Commenced first phase of commercial production for LT/HT Cables at the Sanand, Gujarat greenfield unit.
Cables & Wires segment revenue grew to ₹28,208.02 million, up from ₹23,563.21 million YoY.
💼 Action for Investors
Investors should take note of the strong margin expansion and the operationalization of the Sanand plant which provides a clear path for future volume growth. The stock remains a strong contender in the industrial cable space with consistent dividend payouts.
KEI Industries Assigned ESG Rating of 72 by NSE Sustainability; Categorized as 'Leader'
KEI Industries has been assigned an Environmental, Social, and Governance (ESG) rating of 72 by NSE Sustainability Ratings and Analytics Limited. This score places the company in the 'Leader' category, reflecting strong performance across sustainability and governance metrics. The rating was conducted independently by the agency based on publicly available data without direct engagement from the company. High ESG scores are increasingly critical for attracting institutional investment and global ESG-focused funds.
Key Highlights
NSE Sustainability assigned an ESG rating of 72 to KEI Industries as of January 8, 2026.
The company has been classified under the 'Leader' category for its ESG performance.
The rating was prepared independently by NSE Sustainability using data from the public domain.
The disclosure complies with the SEBI Circular dated November 11, 2024, regarding ESG rating disclosures.
💼 Action for Investors
Investors should recognize this as a positive indicator of the company's long-term sustainability and governance standards, which may enhance its appeal to institutional investors. No immediate portfolio changes are necessary, but it reinforces the company's qualitative profile.
KEI Industries gets CareEdge-ESG1 rating with score of 72.8
KEI Industries has been assigned an ESG score of 72.8 by CARE ESG Ratings Limited, earning a 'CareEdge-ESG1' rating. This rating signifies KEI Industries' leadership in managing Environmental, Social, and Governance (ESG) risks. The rating was communicated via email and letter, both dated 15.12.2025. This disclosure is in compliance with SEBI regulations.
Key Highlights
CARE ESG Ratings Limited assigned an ESG Score of 72.8 to KEI Industries.
KEI Industries received 'CareEdge-ESG1' rating.
Rating received via email on 15.12.2025 at 03.36 PM.
Rating letter received on 15.12.2025 at 05.52 PM.
💼 Action for Investors
The positive ESG rating suggests improved sustainability practices, which can be a factor for long-term investors. Monitor KEI Industries' future ESG performance and disclosures for continued improvement.