Ksb Ltd. · NSE:KSB
Ksb — Investor Presentation (August 2025)
56 slides from Ksb's investor presentation, Aug 22, 2025
Slide 1: Intimation of Presentation for Investors Meet
22nd August, 2025 The General Manager The Manager The Corporate Relationship Department Listing Department BSE Limited National Stock Exchange of India 1st floor, New Trading Ring, Limited Rotunda Building “Exchange Plaza”, C-1, Block G P J Towers Bandra-Kurla Complex Dalal Street, Fort Bandra (E) M
Slide 2: Institutional Investors' Meet
INSTITUTIONAL INVESTORS’ MEET 22nd August 2025
Slide 3: Cautionary Statement
CAUTIONARY STATEMENT This presentation may contain certain forward-looking statements relating to the Company’s future business, developments and economic performance. Such statements may be subject to a number of risks, uncertainties and other important factors, such as but not limited to (1) compe
Slide 4: KSB India – At a glance
KSB India – At a glance Institutional Investors' Meet 22.08.2025 3
Slide 5: Presence of KSB in India
Presence of KSB in India KSB Limited KSB MIL Controls Limited • Established – 1960 • Acquired – 1997 • HQ. – Pune, Maharashtra • HQ. – Meladoor, Kerala • Network – 4 zonal offices 6 manufacturing plants 14 branch offices 6 Service Stations 800+Authorised dealers 350+ service centres 22 warehouses KS
Slide 6: KSB India - Manufacturing Facilities
KSB India - Manufacturing Facilities Pimpri, Pune (HQ & Head office, Industrial Pump Division) Shirwal, Satara (Energy Pump Division) Water Pump Division Nashik (Standard Pump) Vambori (Foundry Division) Institutional Investors' Meet 22.08.2025
Slide 7: KSB India - Manufacturing Facilities
KSB India - Manufacturing Facilities Coimbatore, (Valves Division) Chinchwad, Pune (SupremeServ Division) Kochi (HQ & Factory MIL) Institutional Investors' Meet 22.08.2025 6
Slide 8: KSB Limited – Board of Directors
Institutional Investors' Meet 22.08.2025 7 KSB Limited – Board of Directors Mr. Gaurav Swarup, Dr. Stephan Bross, Dr. Matthias Schmitz, Mr. Rajeev Jain Chairman Non Independent and Non Independent and Managing Director Non-executive Director Non-executive Director › Associated with KSB from FY › Ass
Slide 9: KSB Limited – Board of Directors
KSB LIMITED - BOARD OF DIRECTORS Institutional Investors' Meet 22.08.2025 8 KSB Limited – Board of Directors Mr. Ulhas Yargop , Mr. U. C. Muktibodh, Ms. Sharmila Barua Mr. Vishal Kamapni, Independent Director Independent Director Roychowdhury, Independent Director Independent Director › Associated w
Slide 10: Management Team
Institutional Investors' Meet 22.08.2025 Management Team 9 *Names from Left to Right Mr. Nitin Patil - Vice President, Nuclear Business, Operations: Pimpri and Shirwal Plants Mr. Mohan Patil – Vice President Human Resource Mr. Rajeev Jain – Managing Director, KSB Ltd & Regional Executive Officer - R
Slide 11: Financial performance
Financial performance Institutional Investors' Meet 22.08.2025 10
Slide 12: Financial Snapshot : 2025 H1
Financial Snapshot : 2025 H1 Employees Revenue from sales Profit Before Tax (MINR) (MINR) 2,170 11,902 12,621 1,483 1,607 Half Year ended Half Year ended Half Year ended As on 30th June 2025 Half Year ended 30th June 2024 30th June 2025 30th June 2025 30th June 2024 Institutional Investors' Meet 22.
Slide 13: Key Financial Positions : Consistent Performance
Key Financial Positions : Consistent Performance Revenue from operations (MINR) PAT (MINR) 25,331 2,409 22,472 2,046 18,220 1,793 14,973 1,466 12,081 12,621 1,217 973 2020 2021 2022 2023 2024 Jun-25 2020 2021 2022 2023 2024 Jun-25 EBIDTA (MINR) 3,503 3,096 2,695 2,235 1,776 1,707 2020 2021 2022 2023
Slide 14: Consistent Value Creation for Investors
Consistent Value Creation for Investors Net worth (MINR) EPS (adjusted post split) 14,251 14,737 13.84 12,478 11.76 10,931 9,641 10.30 8,464 8.42 6.99 5.59 2020 2021 2022 2023 2024 Jun-25 2020 2021 2022 2023 2024 Jun-25 ROCE % With Cash & Bank Deposits Dividend % for FY 200 22.97 23.17 23.42 21.51 1
Slide 15: Strong & stable Net Financial Position
Net Finance Position 2023 2024 Jun-25 Strong & stable Net Financial Position Without Nuclear 2,743 3,206 2,773 Nuclear 3 29 395 Total : with Nuclear 2,746 3,235 3,168 Institutional Investors' Meet 22.08.2025 14
Slide 16: Business Highlights
Business Highlights Institutional Investors' Meet 22.08.2025 15
Slide 17: Fields of applications for our products
• Market Areas Fields of applications for our products ENERGY BUILDING SERVICES GENERAL INDUSTRY PETROCHEMICALS / MINING WATER CHEMICALS 6 market areas 21 submarkets Institutional Investors' Meet 22.08.2025 16
Slide 18: Consistent Order Intake Development
Strictly confidential Consistent Order Intake Development KSB Limited (Domestic + Exports, w/o Nuclear) Mio INR In Mio INR H1 2025 OI W/o Nuclear: Average Order Intake / Month INR 17,381 Mio 3,000 Average OI / Month 2,896 OI is steady and supported 2,500 by WWW, Solar, Energy & supercritical, Valves
Slide 19: Orders on Hand
Strictly confidential Orders On Hand (OOH) Situation KSB Limited (Domestic + Exports) In Mio ₹ OOH w/o Nuclear OOH Nuclear Orders on Hand Total OOH Jun’25 is 26,969 Mio ₹ © Copyright KSB SE & Co. KGaA 2020 13,838 12,828 13,131 11,755 9,675 9,687 31st Dec'23 31st Dec'24 30th June'25 31st Dec'23 31st
Slide 20: TOP 10 Customers
Strictly confidential TOP 10 Customers Domestic OI – W/o Nuclear Total Year 2024 YTD Jun 2025 Customer Segment Customer Segment Thermax Group Energy Larsen & Toubro Energy Maharashtra State Electricity Ltd. Solar Thermax Group Energy Maharashtra Energy Solar Maharashtra State Electricity Solar Rusha
Slide 21: Exports Performance
Strictly confidential Exports Performance – KSB Limited Exports Performance (in Mio ₹) 3,823 3,081 2,708 2,579 2,288 © Copyright KSB SE & Co. KGaA 2019 2020 FY'21 FY'22 FY'23 FY'24 H1FY25 Order Intake FY 2021 FY 2022 FY 2023 FY 2024 H1 FY25 (W/O Nuclear) Exports(%) 14% 13% 16% 12% 15% Institutional
Slide 22: Energy / Nuclear Segment Highlights
Strictly confidential Energy / Nuclear Segment Highlights © Copyright KSB SE & Co. KGaA 2020 Institutional Investors' Meet 22.08.2025 21
Slide 23: Energy Pump Division at a Glance
Strictly confidential © Copyright KSB SE & Co. KGaA 2020 Energy Pump Division at a Glance © Copyright KSB SE & Co. KGaA Institutional Investors' Meet 22.08.2025
Slide 24: Content
Strictly confidential 01 Facility at glance Table of Content 02 KSB India’s Nuclear Journey © Copyright KSB SE & Co. KGaA 2020 03 Product Gallery 04 Business Overview Institutional Investors' Meet 22.08.2025 23
Slide 25: KSB Energy – Powering a greener world
Strictly confidential Living our Vision! KSB Energy – Powering a greener world Energy/Nuclear Pump Division © Copyright KSB SE & Co. KGaA 2020 2 Institutional Investors' Meet 22.08.2025 4
Slide 26: Facility at Glance
Strictly confidential 1 Facility at Glance • Plant overview • Shop Glimpses © Copyright KSB SE & Co. KGaA 2020 • Technical advancement in machines • Test field facilities • Segments catered through EPD Institutional Investors' Meet 22.08.2025 25
Slide 27: Plant Overview
Plant Overview Strictly confidential EPD Plant established in 2017 with the site size of 100000 sq mt. Salient Features: • Best in class and State of art Factory • IGBC Green factory building - Platinum rating (Global Excellence) © Copyright KSB SE & Co. KGaA 2020 • Shop evaporative cooled with forc
Slide 28: Shop Glimpses
Shop Glimpses Strictly confidential © Copyright KSB SE & Co. KGaA 2020 Assembly Shop Test Field Machine Shop Institutional Investors' Meet 22.08.2025 27
Slide 29: Machine Shop Glimpses – High end machines investments
Machine Shop Glimpses – High end machines investments Strictly confidential © Copyright KSB SE & Co. KGaA 2020 All Critical operations are done in-house ensuring best in class Quality Assurance Institutional Investors' Meet 22.08.2025 28
Slide 30: Test Field Facilities
Test Field Facilities Strictly confidential Best in class test facility • Performance test • Horizontal and Vertical pump test • NPSH test • Pressure pulsation test • Visual cavitation test • String and Hot water test © Copyright KSB SE & Co. KGaA 2020 • Thermal shock test incl stress measurement •
Slide 31: Segments Catered through EPD Plant
Segments Catered through EPD Plant Strictly confidential © Copyright KSB SE & Co. KGaA 2020 Major segments catered : • Nuclear power plant • Thermal power plant • Oil and Gas industry Institutional Investors' Meet 22.08.2025 30
Slide 32: KSB India's Nuclear Journey
Strictly confidential 2 KSB India’s Nuclear Journey • KSB India’s Nuclear Journey © Copyright KSB SE & Co. KGaA 2020 • Primary coolant pump – India reference • Quality standards • Customer Events and achievements Institutional Investors' Meet 22.08.2025 31
Slide 33: KSB India's Nuclear journey
KSB India’s Nuclear journey Strictly confidential 1977 1978 1979 1982 1983 1986 1989 Tripartite Agreement DAE Commissioned the Reactor coolant Primary Coolant Primary coolant pumps Tripartite Agreement DAE , Primary coolant Pump , KSB Germany and KSB Chinchwad Plant pump to Narora 2 Pumps for Narora
Slide 34: Primary Coolant Pumps – Indian Reference
Primary Coolant Pumps – Indian Reference Strictly confidential 220 Mwe PHWR (48 Pumps) Narora 1 & 2 Kakrapara 1 & 2 Rawatbhata 3 – 6 Kaiga 1 – 4 540 Mwe / 700 Mwe PHWR (24 Pumps) © Copyright KSB SE & Co. KGaA 2020 Tarapur 3-4 Kakrapara 3 & 4 Rawatbhata 7 & 8 700Mwe PHWR Under Manufacturing (16 Pumps
Slide 35: Quality Standards
Quality Standards Strictly confidential First Pump company to be certified as per ISO 19443 ITNS Requirements ! © Copyright KSB SE & Co. KGaA 2020 Quality Management Occupational Health & Environmental Management Management System standard ISO 9001:2015 Safety Management Standard ISO 14001:2015 Cert
Slide 36: Certification -- ISO 19443 Nuclear Safety
Certification -- ISO 19443 Nuclear Safety Strictly confidential © Copyright KSB SE & Co. KGaA 2020 Institutional Investors' Meet 22.08.2025 35
Slide 37: Product Gallery
Strictly confidential 3 Product Gallery • Primary Circuit products • Secondary Circuit products © Copyright KSB SE & Co. KGaA 2020 Institutional Investors' Meet 22.08.2025 36
Slide 38: KSB has Products for every Nuclear Application
Strictly confidential Pressurised Water Reactor Boiling Water Reactor Small Modular Reactor Molten Salt Reactor Lead Cooled Fast Reactor Sodium Cooled Liquid –Metal Reactor © Copyright KSB SE & Co. KGaA 2020 KSB has Products for every Nuclear Application Institutional Investors' Meet 22.08.2025 37
Slide 39: Product Gallery- Primary & Secondary Circuit
Product Gallery- Primary & Secondary Circuit Strictly confidential Products for every Application Primary circuit RTS Turbine driven pump Reactor coolant recirculation Emergency cooling and residual heat removal Safety injection © Copyright KSB SE & Co. KGaA 2020 RUV reactor coolant RER / RSR
Slide 40: Business Overview
Strictly confidential 4 Business Overview • Order on Hand © Copyright KSB SE & Co. KGaA 2020 • India’s Nuclear Roadmap Institutional Investors' Meet 22.08.2025 39
Slide 41: Order on Hand – Nuclear business
Order on Hand – Nuclear business Strictly confidential Values in Rs. Mio 12,000 10,000 8,000 12,828 13,131 © Copyright KSB SE & Co. KGaA 2020 6,000 9,687 4,000 KSB KSB Limited's entryinto Limited's entry into thethe substantial substantial export export 2,000 market market for nuclearpumps for nucle
Slide 42: India's Nuclear Roadmap
India’s Nuclear Roadmap Strictly confidential Expansion Plans Policy & Investment • 8 reactors (6.6 GW) under construction • Atomic Energy Act and Liability Act amendments- private sector participation in • 10 reactors (7 GW) in pre-project stage nuclear energy development • Target: 22,480 MW by 203
Slide 43: Business Potential in next 3-5 years (major applications)
Business Potential in next 3-5 years (major applications) Strictly confidential NPCIL 10 x 700 MW NPP Bharat Small Reactors 220 MW NPP • Reactor coolant pumps : • Reactor coolant pumps : RSR 350, (4 nos. for 1 unit) - RSR 400/2 (40 nos. for 10 units) • Primary Island pumps (34 nos. for 1 unit): • Pr
Slide 44: Solar Segment Updates
Strictly confidential Solar Segment Updates © Copyright KSB SE & Co. KGaA 2020 Institutional Investors' Meet 22.08.2025 43
Slide 45: Solar Business
Strictly confidential © Copyright KSB SE & Co. KGaA 2020 Solar Business Institutional Investors' Meet 22.08.2025 44
Slide 46: Content
Strictly confidential Content 1. Our Journey 2. Highlights 3. Initiatives / Tenders © Copyright KSB SE & Co. KGaA 2020 4. Infrastructure / Installations Institutional Investors' Meet 22.08.2025 45
Slide 47: Solar Business - Milestones
Institutional Investors' Meet 22.08.2025 1 Strictly confidential | Solar Business - Milestones • Expansion of installer & service network • PMSM Motor • Expansion of development plant & zonal organization • PM KUSUM • Orders from Empanelment Maharashtra/ Rajasthan/ Gujarat • Solar • SECI Order from
Slide 48: Highlights
Order Sales Intake 1831 1989 1343 1251 893 635 371 287 110 45 2021 2022 2023 2024 YTD Jun- 2021 2022 2023 2024 YTD Jun- HIGHLIGHTS 25 25 13227 Systems 10613 Systems Orders from 7 States are installed so far © Copyright KSB SE & Co. KGaA Focus on Backward 4-5 weeks System delivery Integration 32 Inst
Slide 49: Infrastructure
Strictly confidential | Infrastructure Solar Pump Performance Test PMSM Motor Assembly Line SS Pumps Assembly Line Panel with Solar Simulator © Copyright KSB SE & Co. KGaA 2020 Institutional Investors' Meet 22.08.2025 Institutional Investors' Meet 22.08.2025 48
Slide 50: Installations
Strictly confidential | Installations © Copyright KSB SE & Co. KGaA 2020 Institutional Investors' Meet 22.08.2025 49
Slide 51: Key Initiatives and Roadmap
Strictly confidential | Key Initiatives and Roadmap • Capacities optimisation and Streamlining Supply Chain • Installation and Post Installation processes. • Focus on backward Integration • In process and upcoming Tenders © Copyright KSB SE & Co. KGaA 2020 1. Goa / Telangana / Aassam / Meghalaya / H
Slide 52: ESG & CSR Updates
Strictly confidential ESG & CSR Updates © Copyright KSB SE & Co. KGaA 2020 Institutional Investors' Meet 22.08.2025 51
Slide 53: Delivering on ESG Commitments: Renewable vs Grid Electricity
Delivering on ESG Commitments: Renewable Electricity Vs Grid Electricity: FY 2023: FY 2024: Q2 FY 2025: ‘Renewable share’ in total energy used 20% 37% 68% Renewable Electricity Vs Grid Electrcity in Q2-2025 Grid Electricty Renewable Electricty 31% Rooftop 46% 59% 68% commenced at 86% 83% 81% Coimbat
Slide 54: Corporate Social Responsibility – Impact creation
Corporate Social Responsibility – Impact creation PCB 315 Assembly Beneficiaries Training Placed (Tribal Women) Placements • Wipro Pari • • Tata Yazaki TVS Lucas 14,700 • Vighnaharta Technologies Average Salary per Y4D Foundation • InYantra Technologies month Project: Skills development for employab
Slide 55: Corporate Social Responsibility – Awards
Strictly confidential Corporate Social Responsibility – Awards PCMC Award for CSR in Education & Skill Development – 2024 project Awarded by PCMC CSR Cell For initiatives taken under Education & Skill Development in the region of Pimpri Chinchwad © Copyright KSB SE & Co. KGaA 2020 Project : Don Bosc
Slide 56: Time for Questions!
Strictly confidential Thank You!! Time for Questions! © Copyright KSB SE & Co. KGaA 2020 Institutional Investors' Meet 22.08.2025 55