KSH International Releases Q1 FY27 Earnings Call Transcript
KSH International released its Q1 FY27 earnings call transcript. The company signed a 5-year framework agreement with Hitachi Energy Global. Capacity expansion is on track, aiming for 59,000 MT by end of FY27. EBITDA per ton was ₹93,000 in Q1 FY27, with a guidance of ₹75,000 for FY27. Revenue grew 108% to ₹1,164 crore.
The announcement includes a major supply agreement with a global player like Hitachi Energy, significant capacity expansion plans, and strong financial performance metrics, all of which are material to investors.
The company reported strong year-over-year growth in revenue and EBITDA, highlighted a significant new agreement with Hitachi Energy Global, and provided positive updates on capacity expansion and future earnings guidance.
KSH International Limited has released the transcript of its Earnings Conference Call held on August 11, 2026, concerning the Unaudited Financial Results for the quarter ended June 30, 2026. The transcript is available on the company's website.
During the call, management highlighted that Fiscal Year 2026 was pivotal with the completion of Phase One of their Supa expansion. For Fiscal Year 2027, the company is focused on utilizing this capacity while concurrently completing Phase Two. KSH International, a 45-year-old manufacturer of magnet winding wires, is India's leading manufacturer and largest exporter of these critical components for electric machines. Their installed capacity was 43,445 metric tons as of June 30, 2026, and is projected to reach approximately 59,000 metric tons by the end of FY27 upon completion of Phase Two, making them the second-largest winding wire manufacturer in India.
The company has entered into a five-year supply framework agreement with Hitachi Energy Global to supply winding wires to their Indian and global plants. This agreement is expected to improve supply visibility and utilization as Phase Two expansion at Supa is completed. Specialized wire revenue grew by 113% year-over-year in Q1 FY27, with CTC contribution reaching record levels. Standard wire revenue also grew robustly by 83% year-over-year. Overall sales volume in Q1 was under 8,000 metric tons, a 30% year-over-year increase.
The Supa expansion is on track for completion in FY27, with the next wave of capacity addition expected in Q2 FY27. Consolidated company utilization improved to 73.5% in Q1. Additionally, KSH International commissioned its upcast backward integration facility in Chakan, with a capacity of 5,000 metric tons for recycling copper scrap.
EBITDA per ton reported in Q1 FY27 was approximately ₹93,000 per metric ton, up from ₹74,000 in Q4 FY26 and ₹66,000 in Q1 FY26. The company aims to sustain approximately ₹75,000 per ton for FY27. Working capital days improved to 60 days in Q1, down from 71 days a year ago.
Revenue from operations in Q1 FY27 was ₹1,164 crores, a 108% increase year-over-year. EBITDA for Q1 was ₹74.4 crores, and PAT was ₹42.2 crores, an 86% increase from the previous year.
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KSH International Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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