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Tejaswi

12th Jan · SEBI-Registered Analyst

KEC International: Power Grid Powerhouse for Shareholders

KEC
India plans ₹2.4 lakh crore investment in power transmission by FY30 to link renewable energy to cities. This huge spend creates big chances for companies like KEC International, an RPG Group firm expert in building high-voltage lines and substations. ​ Record Orders Boost Growth KEC grabbed its biggest home order: a 765 kV line and substation from a private client for green power evacuation. Year-to-date orders top ₹18,000 crore, up 17% from last year, across India, UAE, Saudi Arabia, and Americas. Civil work adds thermal plant jobs, spreading risk. ​ Shareholder Benefits Shine These wins mean steady revenue for years, key for shareholders seeking stable gains. Q2 FY26 sales jumped 19% to ₹6,092 crore, profit soared 88% to ₹161 crore, margins hit 7.1%. Strong book cuts slow periods, lifts earnings per share. ​ Minor Risks Exist A past Power Grid tender ban hit shares 7-9%, but KEC recovered with private orders. Execution delays or cost rises could hurt, yet diverse global work shields it. ​ Valuable Long-Term Play For shareholders, KEC's transmission wins are highly beneficial. They promise revenue growth, better profits, and stock upside in India's grid boom. Hold or buy for multi-year gains, as order flow beats risks.

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