Kei Industries Limited · NSE:KEI
Kei Industries — Investor Presentation (June 2026)
45 slides from Kei Industries's investor presentation, June 2026
Slide 1: KEI Industries Limited Corporate Presentation
KEI INDUSTRIES LIMITED CORPORATE PRESENTATION June, 2026
Slide 2: Contents
Contents • Company Overview • Company Strengths • Growth Strategy • Key Financials • Shareholding Pattern • Industry Prospects • Brand Recognition • ESG • CSR 1
Slide 3: Company Overview
Company Overview 2
Slide 4: Overview
Overview • One of the leading manufacturers of cables and wires with a wide product portfolio spread across EHV, HT and LT Power Cables, House Wire, Stainless Steel Wire • Forward integrated into EPC services for Power, Distribution, Transmission and sub-station projects • FY26 Revenue: INR 1,17,478
Slide 5: Company Strengths
Ker Company Strengths
Slide 6: Company Strengths
Company Strengths Well diversified across multiple dimensions 1 Wide basket of products used across multiple industries Low customer concentration 2 Strategically located manufacturing facilities and Strong R&D capabilities Manufacturing facilities across 9 locations Strong R&D focus helps in new pr
Slide 7: Comprehensive Product Portfolio
Comprehensive Product Portfolio… Wide product basket comprising: EHV Cables High Tension Low Tension Control (Up to 400kV) Cables Cables Cables • Extra-High Voltage Cables up to 400 KV • High & Medium Voltage Cables • Control & Instrumentation Cables • Specialty Cables Instrumentation Marine & Offsh
Slide 8: Well Diversified Across Multiple Dimensions
…Well Diversified Across Multiple Dimensions Wide Segment Basket… …With applications across Industries 2% 3% -1% Power Oil & Gas Real Estate Cement Railways, Metro Rail & Rapid Rail Cable & Wires Business (96%) 96% Wires & Cables EPC SS Wires Others 1 Automobiles Steel Fertilizers Roads & Textile Hi
Slide 9: Strategically Located Manufacturing Facilities & Strong R&D Capabilities
Strategically Located Manufacturing Facilities & Strong R&D Capabilities Plant Locations and Key Capacities Plant Location Start Date Capacity (As of 30th June, 26) • Cable – 62,200 Kms Bhiwadi 1996 • House Wire/WW – 2,59,400 Kms • Stainless Steel Wire – 9,000 MT Chopanki Bhiwadi • Cable – 36,900 Km
Slide 10: Strategically Located Manufacturing Facilities & Strong R&D Capabilities
…Strategically Located Manufacturing Facilities & Strong R&D Capabilities Pathredi Plant Bhiwadi Plant Chopanki Plant Adherence to the most stringent quality standards Our products are tested by KEMA (The Netherlands), TUV (Rheinland), SGS, IRS, ABS, CEIL, BRE (UK), LLOYDS REGISTER, BVQI, DNV, CPRI,
Slide 11: Strong Presence in Retail Segment with a Well Entrenched Distribution Network
Strong Presence in Retail Segment with a Well Entrenched Distribution Network Increasing focus on retail… …With strong distribution network… # of Dealers / # of Marketing Distributors1 Offices1 59% North 770 11 54% 52% South 46% 46% 414 7 East 526 6 FY23 FY24 FY25 FY26 Q1 FY27 West 418 14 Retail as
Slide 12: Growing Exports Presence
Growing Exports Presence Export Sales in the last 3 years 15% • Exports accounted for 13% of sales in FY25 and 15% 13% 13% 18,325 in FY26. 12,670 • Exports provide natural hedge on forex as the 10,975 company also imports raw materials • Healthy order book for cable exports of INR 8,216 FY24 FY25 FY
Slide 13: Experienced Management Team
Experienced Management Team Mrs. Archana Gupta Mr. Akshit Diviaj Gupta Non-Executive Whole Time Director Director Mr. Manoj Kakkar Executive Director - Sales & Marketing Mr. Rajeev Gupta Executive Director (Finance) & CFO Mr. Kishore Kunal Sr.Vice President (Corporate Finance) & Company Secretary Mr
Slide 14: Growth Strategy
Ker Growth Strategy
Slide 15: Growth Strategy
Growth Strategy Expand Distribution Network Increase penetration by Grow Retail expanding distribution network Business Scale up Exports Continued focus to increase Further increase presence in share of retail business overseas market Capacity Gain Share in Expansion EHV Market Increase capacity Foc
Slide 16: Key Financials
KEI , WiresaCables / inl Roel Financials 7
Slide 17: 15 years Strong Financial Performance
15 years Strong Financial Performance Robust Revenue Growth… …with Strong EBITDA Growth… …and strong PAT Growth INR Mn. INR Mn. INR Mn. 13,876 117,478 9,184 15 Year CAGR 15 Year CAGR 15 Year CAGR PAT- 35% EBITDA- 20% Revenue- 17% 11,631 937 106 FY11 FY26 FY11 FY26 FY11 FY26 16
Slide 18: Strong Financial Performance
Strong Financial Performance % margin Robust Revenue Growth… …with stable EBITDA Margins… …and strong PAT Growth INR Mn. 3 Year CAGR 19% INR Mn. 3 Year CAGR 24% INR Mn. 3 Year CAGR 24% 11.81% 7.82% 117,478 13,876 9,184 10.92% 7.15% 97,359 7.16% 6,964 10.92% 10,628 5,807 81,207 8,862 FY24 FY25 FY26 F
Slide 19: Q1 FY27 Performance
Q1 FY27 Performance EBITDA ( INR Mn) % % Revenue ( INR Mn) PAT ( INR Mn) 12.21 8.18 13.04 8.61 4,244 4,154 2,843 34,764 2,741 11.49 31,853 7.56 25,903 1,957 2,976 39.57% 2.13% 22.97% 8.37% 40.05% 3.58% YoY QoQ YoY QoQ YoY QoQ Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 ▪
Slide 20: Summary Financials
Summary Financials Summary of Financials INR Mn. Particulars FY24 FY25 FY26 Q1 FY27 Net Sales 81,207 97,359 1,17,478 31,853 EBITDA 8,862 10,628 13,876 4,154 PBT 7,810 9,370 12,323 3,692 PAT 5,807 6,964 9,184 2,741 Net Fixed Assets 8,913 13,786 26,887 28,553 Net Worth 31,483 57,858 66,650 69,401 Tota
Slide 21: Balance Sheet
Balance Sheet INR Mn. ASSETS Q1 FY27* FY 26 FY 25 EQUITY AND LIABILITIES Q1 FY27* FY 26 FY 25 Non-Current Assets Equity Fixed Assets 28,553 26,887 13,786 Equity Share Capital 191 191 191 Other Non Current 1,032 1,105 2,214 Other Equity 69,210 66,459 57,667 Assets Non-Controlling Interest - - - Total
Slide 22: Shareholding Pattern
Shareholding Pattern
Slide 23: Shareholding
Shareholding Shareholding Pattern Key Institutional Investors (as of 30th June, 2026) (as of 30th June, 2026) Name of Shareholder % Holding MOTILAL OSWAL 4.48% KOTAK MAHINDRA TRUSTEE CO LTD 4.29% GOVERNMENT PENSION FUND GLOBAL 3.57% SMALLCAP WORLD FUND, INC 2.06% CANARA ROBECO MUTUAL FUND 1.79% Publ
Slide 24: Industry Prospects
Industry prospects
Slide 25: Industry Prospects
Industry Prospects India Wires & Cables Market to Grow at Power Transmission Cables and Building 11-13% CAGR Between FY24-29E Wires Contribute to ~50% of the Market (INR Bn) Segment wise split of cables and wires market (FY24) ~3,0001 Power transmission cables 28-30% Other cables 29-31% 1,702 Switch
Slide 26: Industry Prospects
Industry Prospects Executive Summary – Cables & Wires Global market size Key sub-categories Trade >70% ~$160 bn in 2024 ~6% p.a. ~48% > $410 Bn ~20% USA, Germany and Japan account for almost ~18% 35% of global cables & wires imports ~220 Bn ~9% ~5% Light Power Renew-Telecom Other China, Mexico, & th
Slide 27: Industry Prospects: Key Growth Initiatives
…Industry Prospects Key Growth Initiatives for Cables and Wire Industry Higher Investment • Growing demand of cables and wires from building and construction sector – Growing demand of residential and commercial spaces and emergence of ➢ The nation plans to invest Rs. 9,15,920 crore (US$ 107 billion
Slide 28: Industry Prospects: Key Growth Initiatives (cont'd)
…Industry Prospects Key Growth Initiatives for Cables and Wire Industry (cont’d) • Renewable energy capacity expansion underscores the need for • Transition to electric vehicles (EV) to increase the demand for charging integrating storage elements: infrastructure which will in turn drive demand for
Slide 29: Industry Prospects: Key Growth Initiatives (cont'd)
…Industry Prospects Key Growth Initiatives for Cables and Wire Industry (cont’d) ▪ India’s National Electricity Plan (2022-32) The National Electricity Plan (NEP) outlines India’s strategy for power expansion over the next decade. Key targets include: • Peak demand forecast: 277.2 GW by 2026-27, 366
Slide 30: Brand Recognition
Brand Recognition
Slide 31: Strengthening Brand Recognition
Strengthening Brand Recognition Partner 2009-2012 2013-2015 Wires & Cables Specialist Har Tension Sahe Jode Dilon Ke Taar 2016-2017 2019-2020 Chalti Rahe IPL Sponsorship from FY 17 to FY 26 30
Slide 32: Strengthening Brand Recognition: Sports Sponsorship
…Strengthening Brand Recognition Highlights of Sports Sponsorship Activities Title Sponsorship of Real Tamil Thalaivas- Pro Patna Pirates- Pro Kabaddi League Kabaddi League Kabaddi League On ground Activations Jersey Sponsorships Jersey Sponsorships Highlights of IPL Sponsorship Activities 31
Slide 33: Multi-pronged Approach to Further Strengthen Brand Positioning
Multi-pronged Approach to Further Strengthen Brand Positioning Advertisement & Publicity expenses (INR Mn.) 539 478 405 • Association with Rajasthan Royals in past and amplification via digital presence • Meeting with channel partners • IT app for connecting dealers, distributors, retailers and elec
Slide 34: ESG
ESG
Slide 35: Our ESG Journey
Our ESG Journey • Multiple awareness sessions conducted covering factory personnel, Capacity Building HO Staff and suppliers • 20 relevant ESG topics identified Materiality Assessment • Survey floated across all internal & external stakeholders • 8 high priority material issues identified • Supplier
Slide 36: Our ESG Journey
…Our ESG Journey 8 High priority material issues covered in ESG 1. GHG Emissions & Climate Change 2. Product Stewardship 3. Natural Resource Management 4. Supply Chain Sustainability 5. Employee Development and Engagement 6. Occupational Health & Safety 7. Governance and Ethical Business Conduct 8.
Slide 37: Committed to Provide Environmentally Safe and Socially Responsible Workplace
Committed to Provide Environmentally Safe and Socially Responsible Workplace Environmental Stewardship Social Commitment Governance Practices Initiatives ✓ Health and safety prioritised for ✓ Manufacturing facilities certified ✓ Renewable Energy Utilisation to lower both employees and product with IS
Slide 38: ESG Performance – Key Highlights
ESG Performance – Key Highlights Environment Social Governance ✓ GHG Intensity1 for scope 1 ✓ Shareholder satisfaction survey rolled ✓ Materiality Assessment & 2 emissions reduced by out for 1,64,459 shareholders conducted 4.8% in FY 24-25 as compared to last year. ✓ Shareholders rated “Excellent” o
Slide 39: Key ESG Initiatives undertaken
Key ESG Initiatives undertaken ✓ EV Forklifts for Material Handling Eliminates direct carbon emissions from fuel combustion, reducing Scope 1 emissions. No exhaust emissions, leading to better air quality in production facilities. ✓ Dedicated Power Feeder Minimizes transmission and distribution loss
Slide 40: Key ESG Initiatives undertaken & ESG Ratings
Key ESG Initiatives undertaken & ESG Ratings ✓ Lifecycle Assessment We have undertaken Life Cycle Assessment of 11 of our products and have generated the report for the same. ✓ SBTi Commitment We have initiated the process to align our long-term environmental commitments with SBTi and the same shall
Slide 41: CSR
CSR
Slide 42: Our Social Responsibility – Partnering for Community Resilience
Our Social Responsibility – Partnering for Community Resilience Swasthya Utsav focused • This year, we integrated all the elements from our past activities on these three aspects of the Jyoti Series and added new ones to give our activity a 360- degree approach • The target group was directly reache
Slide 43: Our Social Responsibility – Partnering for Community Resilience
…Our Social Responsibility – Partnering for Community Resilience CSR Spend (INR Mn.) 158 129 101 FY24 FY25 FY26 42
Slide 44: Disclaimer
Disclaimer This presentation has been prepared for general information purposes in respect of KEI Industries Limited (“Company”) together with its associate (collectively, the “Group”) only, without regard to any specific objectives, suitability, financial situations and needs of any particular pers
Slide 45: Thank You
Thank You Contact us For Investor relations: cs@kei-ind.com 44