Ksh International Ltd. · NSE:KSHINTL
Ksh International — Q3 FY2026 Earnings Presentation
23 slides from Ksh International's earnings presentation, Feb 8, 2026
Slide 1: Intimation of updated investor presentation to stock exchanges
February 08, 2026 The Manager, The Manager, BSE Limited, National Stock Exchange of India Limited, Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra-Kurla Complex, Dalal Street, Bandra (E), Mumbai - 400 001 Mumbai - 400 051 BSE Scrip Code: 544664 NSE Symbol: KSHINTL Sub.: Updated investor presentati
Slide 2: KSH International – Investor Presentation Q3 FY2026
KSH International – Investor Presentation Investor Contact: Q3 FY2026 Investors@kshinternational.com
Slide 3: Safe Harbour
Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by KSH International Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any se
Slide 4: KSH International: India's Largest Exporter & Leading Manufacturer of Magnet Winding Wires
KSH International: India’s Largest Exporter & one of the Leading Manufacturers of Magnet Winding Wires Approved supplier of insulated rectangular Part of KSH Group which has a presence Delivering highest EBITDA margin3 & revenue wires & CTC used in HVDC1, 765 kV EHV1 across logistics, infra, service
Slide 5: Management Commentary
Management Commentary “We are pleased to once again report the highest quarterly revenue and EBITDA in our 45-year history. These results demonstrate tangible progress in introducing and utilising new capacity in a strong demand cycle, while concurrently strengthening and diversifying the business.
Slide 6: Business Update for Q3 FY26
Business Update for Q3 FY26 Supa facility Acceleration of Export Volume We added a further 2,400 MTs of specialised With capacity now available, Export revenues of winding wire capacity during Q3 FY2026 in Supa. Rs 213 Crore grew 37% in 3Q FY26 compared to Our current annualized available capacity a
Slide 7: Key Quarterly Summary for FY26 and FY25
Key Quarterly Summary for FY26 and FY25 We added 14,400 MTs capacity during Q3 FY26 resulting in higher up front costs for the quarter. Gross Profit/Ton as well as EBITDA/Ton improved in Q3 FY26 over Q2FY26, the latter of which is expected to drive operating leverage as volume continues to increase.
Slide 8: 9M FY2026 Financial Highlights
9M FY2026 Financial Highlights Revenue from Operations Specialized and Standard Revenue1 Volume & Capacity utilization (%) INR Mn 47.0% MTPA 29,045 43,445 25% 25% 20,886 14,205 Standard 75% 75% Specialized 17,424 20,556 9MFY25 9MFY26 9MFY25 9MFY26 9MFY25 9MFY26 9MFY25 9MFY26 Capacity Increase in rev
Slide 9: Q3 & 9M FY2026 profit and loss account statement
Q3 & 9M FY2026 profit and loss account statement Nine Months Nine Months Y-o-Y ( Particulars (Amt in INR Mn) Q3FY26 Q3FY25 Y-o-Y (%) Q2FY26 Q-o-Q (%) FY26 FY25 %) Revenue from Operations 8,177.69 5,158.77 58.52% 7,121.48 14.83% 20,886.29 14204.56 47.04% Cost of Goods sold 7,347.97 4,560.11 6,365.19
Slide 10: An Illustrative Example Highlighting Impact of Changes in Price of Copper
Focus on value Addition; Insulated from commodity prices with a Back-to Back order placement model An Illustrative Example Highlighting Impact of Changes in Price of Copper Copper Price + value add framework agreement Pricing Mechanism 100 between customer and KSH Copper 100 100 1100 Customer gives
Slide 11: Strengths
Strengths One of the leading manufacturers of magnet winding wires in India with a comprehensive suite of products used across multiple end use industries Large, strategically located, manufacturing facilities with focus on advanced technologies & new product & process development Long standing rela
Slide 12: Comprehensive suite of Products used across Multiple End-Use Industries (1/2)
One of the leading Manufacturers of Magnet Winding Wires in India with a Comprehensive suite of Products used across Multiple End-Use Industries (1/2) Specialised Magnet Winding Wires (74.8% Revenue Share1) End use Industry End use Application ▪ HVDC Transformers ▪ Traction Transformer Continuously
Slide 13: Comprehensive suite of Products used across Multiple End-Use Industries (2/2)
One of the leading Manufacturers of Magnet Winding Wires in India with a Comprehensive suite of Products used across Multiple End-Use Industries (2/2) End-Use Industry Growth Drivers End Use Industry Applications Growth Drivers Power & Distribution • 2x growth expected in Power generation capacity b
Slide 14: Large, Strategically located Manufacturing Facilities
Large, Strategically located, Manufacturing Facilities with focus on Advanced Technologies, New Product & Process Development Strategically located Manufacturing Facility within close Proximity to the Port & Customers Unit 1: Taloja Unit 2: Chakan Unit 3: Chakan Unit 4: Supa (Capacity : 4,241 MT)^ (
Slide 15: Long Standing Relationships with Diversified Customer Base
Long Standing Relationships with Diversified Customer Base both Domestically as well as Globally KSH Magnet Winding Wires are globally recognised by Industry Leaders Leading to strong leadership in Export Market By meeting the standards of global companies, KSH has +24.3% Y/Y established itself as r
Slide 16: Proven Track Record with Certifications & Accreditations
Proven Track Record with necessary Certifications & Accreditations in an Industry which has High Barriers to Entry Distinguishing Features of KSH International End utility approval for Transformers & Reactors Organization Product Advanced Manufacturing Extensive Engineering Infrastructure Expertise
Slide 17: KSH International – Key Milestones
KSH International – Key Milestones 2025-2026 ▪ Completed Phase I operations of Supa facility 2023 (Capacity 14,400 MTPA) ▪ Crossed ₹10,000 Mn in revenue ▪ Exclusive license agreement with from operations HPW Metallwerk GmbH ▪ Received Best Supplier Award for FY23 by Toshiba Transmission & Distributi
Slide 18: Experienced Promoters, Independent Directors & Senior Management team
Experienced Promoters, Independent Directors & Senior Management team Mr. Kushal Hegde - Chairman & Executive Director Mr. Rohit Kushal Hegde – Non Executive Director ▪ Bachelor’s degree in art from Bombay University ▪ MBA from Sheffield Hallam University & an executive master in change from INSEAD
Slide 19: Strategies
Strategies Increase focus on higher value-added critical products, focusing on high value segments & launching new products Increase presence in international markets & expand global reach Increase wallet share of existing customers Continue to focus on improving operating efficiencies through scale
Slide 20: Increase focus on Higher Value-Added Critical Products
Increase focus on Higher Value-Added Critical Products, focusing on High Value Segments & launching new Products Improvement Developing higher value- Focus on Sector specific Investments in advanced margin profile & added products requirements manufacturing drive growth High focus on Value-Added Cri
Slide 21: Increasing Presence in International Markets & Expand Global Reach
Increasing Presence in International Markets & Expand Global Reach China +1 Strategy Expand Global Reach Offer a reliable alternative to global customers Presence across 24 geographies; Seek to seeking to mitigate risks enter into new international markets Diversifying Revenue Base Enhancing Brand R
Slide 22: Increasing Wallet Share of Existing Customers
Increasing Wallet Share of Existing Customers Long Standing Relationship with Customers: Strategic Opportunity to Deepen Engagement & Drive Sustained Growth Co-develop advanced winding wire & products to Offer wider product & customized Enhance customer loyalty & increase address emerging requiremen
Slide 23: Improving Operating Efficiencies through Scale & Backward Integration
Continue to focus on Improving Operating Efficiencies through Scale & Backward Integration Focus on Sustainability Integrating renewable energy to significantly Backward Integration (Proposed in-house reduce carbon footprint & align with global upcast copper rod manufacturing sustainability trends c