Kec International Ltd. · NSE:KEC
Kec International — RPG Annual Investor Conference 2026
20 slides from Kec International's conference presentation, May 25, 2026
Slide 1: Exchange filing cover letter - Investor presentation
KEC INTERNATIONAL LTD. RPG House 463, Dr. Annie Besant Road Worli, Mumbai 400030, India +91 22 66670200 kecindia@kecrpg.com www.kecrpg.com May 25, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza Phiroze Jeejeebhoy Towers Bandra Kurla Complex Dalal Street, Fort Bandra (East),
Slide 2: KEC International Limited - RPG Annual Investor Conference
hello happiness KEC International Limited RPG Annual Investor Conference 26 May 2026
Slide 3: Disclaimer
Disclaimer This presentation may include statements which may constitute forward-looking statements. All statements that address expectations or projections about the future, including, but not limited to, statements about the strategy for growth, business development, market position, expenditures,
Slide 4: A Legacy of 8 Decades, A Promise of Happiness
A Legacy of 8 Decades, A Promise of Happiness 8+ FOOTPRINT IN 250+ $2.7 8 8000+ 40+ DECADES OF EXPERIENCE 110+ COUNTRIES BILLION ONGOING MANUFACTURING FACILITIES EMPLOYEES NATIONALITIES PROJECTS GLOBAL EPC & EXPERTISE MAJOR Transmission & Distribution Civil Cables & Conductors Transportation Renewab
Slide 5: Key Achievements & Business Highlights
Commissioned our first ±320 kV HVDC terminal project at Aarey, Kudus and Mandvi in Mumbai, Maharashtra, enabling 1000 MW power transfer 1 Key Achievements & Business Highlights 4
Slide 6: Transmission & Distribution – Growth Momentum Continues
Transmission & Distribution – Growth Momentum Continues • T&D Revenue share increased to 68% in FY26 from 59% in FY25 • Record Revenue of Rs. 15,883 Cr, growth of 24% YoY • SAE continues to deliver profitable growth • Robust order inflows of ~Rs. 17,700 Cr • Record Order Book & L1 of over Rs. 25,000
Slide 7: Civil – Growing Presence in Buildings & Factories
Civil – Growing Presence in Buildings & Factories High Rise Residential Building, Bangalore, Karnataka Steel Plant, Ludhiana, Punjab • Revenues of Rs. 3,823 Cr. • Secured robust order intake of over Rs. 5,000 Cr, growth of more than 2x • Robust and diversified order book & L1 of over Rs. 10,000 Cr,
Slide 8: Cables – Value Creation on Track
Cables – Value Creation on Track Aluminium Conductor plant at Vadodara, Gujarat Elastomeric cables facility at Vadodara, Gujarat • Cables business delivered an impressive performance with highest ever Revenues, Order Intake and Profitability • Revenues of Rs. 2,217 Cr, strong growth of 23% • Supplie
Slide 9: Transportation – Cautious Approach
Transportation – Cautious Approach • Achieved Revenue of Rs. 1,555 Cr. for the year • Selective approach in order intake - Order intake subdued at ~Rs. 550 Cr ▪ Bagged a Railway siding project from a private player ▪ Expanded presence in the Train Collision Avoidance System (TCAS) under Kavach in pa
Slide 10: Other Businesses…
Other Businesses… Renewables • Revenues of Rs. 516 Cr. • Forayed into the Wind Energy segment – Secured two orders for 100+ MW • Successfully commissioned two projects totalling ~1,000 MW of solar capacity across Rajasthan and Karnataka; these projects are among the largest tracker-based installatio
Slide 11: Breakthrough in New Segments & Marquee Orders
Breakthrough in New Segments & Marquee Orders Wind (Renewables) Semiconductor EPC (Civil) Thermal EPC (Civil) International - Composite Station Commercial Building (Civil) Integrated/ Composite Orders (T&D) Works (Oil & Gas)
Slide 12: Excellence in ESG & Sustainability
Excellence in ESG & Sustainability Environment Social Governance • Increased Solar footprint across • Increase in Happiness Quotient to • Diversified and independent board factories to ~39% 85% of 10 members • All 5 plants in India are water • Culture Pillars “EXCITE” becoming • Robust culture of Co
Slide 13: Financial Performance
2 Financial Performance Chocolate factory at Sri City, Andhra Pradesh – One of the Largest in the World 12
Slide 14: Financial Performance FY26
Financial Performance FY26 Revenue (₹ Crore) Operating PAT* (₹ Crore) Order Book (₹ Crore) 23,506 650 36,267 21,847 33,398 553 30,553 19,914 29,644 17,282 347 176 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 • Record Revenues of Rs. 23,506 Cr in FY26, growth of 8% YoY • Strong growth
Slide 15: Balance Sheet and Leverage Overview
Balance Sheet and Leverage Overview Net Worth (₹ Crore) Return on Net Worth (%) Revenue vs Debt Comparison (₹ Crore) 6,209 23,506 5,347 10% 10% 21,847 17,282 19,114 8% 3,771 4,096 5% 4,985 5,090 6,722 4,558 Mar'23 Mar'24 Mar'25 Mar'26 Mar'23 Mar'24 Mar'25 Mar'26 Mar'23 Mar'24 Mar'25 Mar'26 • Net Wor
Slide 16: Diversified and Robust Order Book
Diversified and Robust Order Book Current (₹ crore) Geographical Split Order Book + L1 T&D ~25,200 Africa CIS 3% SAARC 4% Civil ~10,400 4% Americas Transportation ~2,600 7% Cables ~1,100 India Middle 55% Renewables ~800 East 27% Oil & Gas ~300 40,000+ Current Order Book & L1 of over Rs. 40,000 Cr Or
Slide 17: Way Forward
Tuticorin Airport built by KEC 3 Way Forward
Slide 18: Business Outlook – Key Growth Drivers & Risks
Business Outlook – Key Growth Divers & Risks Cables & T&D Civil Renewables Conductors • Momentum continues in • Real estate opportunities • Rising opportunities in • Strong tailwinds from India T&D market amid continue renewables to reduce rising renewable energy rising peak demand and hydrocarbon d
Slide 19: Key Focus Areas
Key Focus Areas Capital Profitability Adjacent Efficiency Improvement Growth Execution Capability ESG Excellence Development ✓ Strong Order Book and L1 Position of over Rs. 40,000 Cr (Including Rs. 25,000 Cr+ from T&D) ✓ Tenders under Evaluation & Tenders in Pipeline of over Rs. 180,000 Cr ✓ Well Po
Slide 20: hello happiness
nos hello happiness RPG | KEC
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