KEI INDUSTRIES LTD.

KEI Industries Ltd has received an ESG rating of 'Crisil ESG 59' and a Core ESG rating of 'Crisil Core ESG 68' from CRISIL ESG Ratings & Analytics Limited. The rating was independently prepared by CRISIL based on publicly available data for FY 2024-25, as the company had not engaged CRISIL for this assessment. This disclosure is made in compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

KEI Industries Limited has released the transcript of its Q1 FY27 earnings conference call held on August 4, 2026. The call, hosted by Nuvama Institutional Equities, discussed the un-audited financial results for the quarter ended June 30, 2026. Management provided commentary on EPC sales, stainless-steel wire sales, and the pending order book, which stands at INR4,292 crores. Key financial metrics like book value and cash balances were also discussed. The company highlighted its capital expenditure plans, including INR191 crores incurred in Q1, with a significant portion for the Sanand facility. Future outlook suggests a growth potential of over 20% in the next 2-3 years, driven by strong demand across various sectors like data centers, renewable energy, EVs, and infrastructure.

KEI Industries Ltd has submitted its Monitoring Agency Report for the quarter ended June 30, 2026, concerning the utilization of proceeds from its Qualified Institutions Placement (QIP). The report, issued by CARE Ratings Limited, confirms that there have been no deviations from the objects for which the funds were raised. The QIP aggregated to ₹2,000.00 crore. The Audit Committee and Board of Directors have reviewed and taken this report on record. The company has also made this information available on its website.

KEI Industries Ltd announced that its Board of Directors has approved a significant capacity expansion for its Wires & Cables manufacturing at a new unit in Salarpur, Khairthal-Tijara District, Rajasthan. The expansion includes adding 50,000 KMS of Cables and 40,000 MT of GI Wires (for backward integration). The project is slated to be operational by September 2028 in a phased manner and requires an investment of approximately ₹700 Crores, to be financed through internal accruals. The company stated that this expansion is to cater to increased market demand.

KEI Industries Ltd announced the re-appointment of Mr. Akshit Diviaj Gupta as Whole-Time Director for a further period of five years, from May 10, 2027, to May 09, 2032. This reappointment is subject to shareholder approval at the upcoming Annual General Meeting. The Board of Directors also approved the standalone and consolidated un-audited financial results for the first quarter ended June 30, 2026, along with the Limited Review Report from the statutory auditors. Additionally, the company fixed the date for its Annual General Meeting on Monday, September 28, 2026.

KEI Industries Ltd has announced that its Board of Directors, in a meeting held on August 3, 2026, approved the standalone and consolidated un-audited financial results for the first quarter ended June 30, 2026. The Board also approved the re-appointment of Mr. Akshit Diviaj Gupta as Whole-Time Director for five years from May 10, 2027. Additionally, the company has fixed the date for its Annual General Meeting (AGM) as Monday, September 28, 2026, at 03:00 p.m., to be conducted through Video Conferencing/Other Audio Visual Means (VC/OAVM).

KEI Industries Ltd has announced that its Annual General Meeting (AGM) will be held on Monday, September 28, 2026, at 03:00 p.m. The meeting will be conducted through video conferencing or other audio-visual means. The company also presented its Q1 FY27 earnings, highlighting significant year-on-year growth in Revenue, EBITDA, and PAT, driven by strong performance in the Wires & Cables segment, particularly domestic sales and EHV cable sales. Export sales in Wires & Cables saw a decline but are expected to improve due to a strong order book.

KEI Industries Ltd announced the outcome of its Board meeting held on August 3, 2026. The Board approved the standalone and consolidated un-audited financial results for the first quarter ended June 30, 2026. Additionally, the Board approved the re-appointment of Mr. Akshit Diviaj Gupta as Whole-Time Director for a further period of five years, subject to shareholder approval. The Annual General Meeting has been scheduled for September 28, 2026.

KEI Industries posted consolidated PAT of ₹274.14 Cr for Q1 FY27, up 40.1% year-on-year from ₹195.75 Cr, on revenue of ₹3,185.34 Cr, up 22.97% YoY. Sequentially both lines declined — revenue down 8.37% and PAT down 3.58% versus Q4 FY26's ₹3,476.40 Cr / ₹284.31 Cr — but Q4 is the seasonally strongest quarter on year-end billing, so the QoQ softness is a calendar artifact rather than a demand signal; the YoY comparison is the one that matters and it shows profit growing nearly twice as fast as revenue. That gap is a margin story. Net profit margin expanded to 8.55% of total income from 7.44% a year ago and 8.08% last quarter, while the operating (EBITDA) margin rose to approximately 12.43% from 9.96% YoY and 10.98% QoQ — already ahead of management's own guided 10.5-11% FY27 EBITDA band from the last concall. The Cables & Wires segment, 97% of revenue, drove this: revenue up 24.68% YoY to ₹3,088.39 Cr and segment profit up 57.23% YoY to ₹419.03 Cr. The EPC Projects segment was the one soft spot, swinging to a ₹5.13 Cr segment loss from a ₹7.91 Cr profit a year ago on lower project revenue (₹130.80 Cr) — a drag, though small next to the core segment's profit. Against our pre-result preview, which flagged sales around ₹3,500 Cr and PAT of ₹290-300 Cr as the bar to clear, the actual print — ₹3,185 Cr revenue and ₹274 Cr PAT — comes in below both markers, even as the ~12%+ margin watch item was met. Against management's own prior guidance (25-30% FY27 revenue growth on 17-18% volume growth from the Sanand and Chinchpada ramp-ups, with 10.5-11% EBITDA margins), Q1's 22.97% YoY revenue growth sits just under the bottom of that band while margins are already running ahead of it — one quarter in, that reads as broadly on-track rather than a clean beat or miss. Separately, an August 2026 report cited management targeting ~20% revenue growth specifically for Q1/FY27, a bar the 22.97% print did clear. The Income-Tax department's May 2026 search at company premises remains unresolved, with auditors in both limited-review reports flagging the financial impact as 'not ascertainable' pending final assessment — a governance overhang to track even though management states no material adverse impact is expected. Going into the rest of FY27, the setup is: margins are already inside or ahead of the guided range while topline growth needs to accelerate through the year to reach the guided 25-30% band, with the Sanand and Chinchpada capacity ramp-up (backed by ~₹280 Cr of still-unutilised QIP proceeds earmarked for expansion) the main lever management has pointed to for that acceleration.

KEI Industries Ltd has announced the closure of its trading window for designated persons and their immediate relatives. This closure is in accordance with SEBI (Prohibition of Insider Trading) Regulations, 2015, and the company's internal code of conduct. The window will be shut from July 1, 2026, until 48 hours after the declaration of the company's unaudited financial results for the quarter ended June 30, 2026. This measure is a standard practice to prevent potential insider trading during periods when material non-public information might be available.