Net profit rose 25.5% year-on-year to ₹284 crore, compared with ₹227 crore in the same period last year. Revenue increased 19.3% to ₹3,476.3 crore, reflecting steady execution and demand momentum across infrastructure and industrial segments.
At the operating level, EBITDA grew 26.7% to ₹381.5 crore, while margins improved to 11% from 10.3% a year ago, indicating better operating leverage.
Ahead of the earnings announcement, shares of KEI Industries Ltd closed at ₹5,069, up 4.35% on the NSE.
Looking ahead, the company remains optimistic about emerging growth drivers, particularly from India’s data centre expansion. In a February interaction, Chairman and Managing Director Anil Gupta highlighted that the country’s data centre build-out could create an incremental ₹25,000 crore opportunity for the cables and wires industry.
With projected investments of $30–35 billion by 2030–31, translating into 8–10 GW of capacity, cables are expected to account for 3–5% of total spending. Gupta noted that each gigawatt of data centre capacity requires ₹3,500–4,000 crore worth of cables.
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Given KEI’s estimated 11–13% market share, the company could tap into a ₹2,500–3,000 crore opportunity over time. These facilities, largely concentrated in coastal regions such as Andhra Pradesh, Mumbai and Chennai, are expected to support cloud infrastructure, global connectivity and artificial intelligence workloads.
With strong core performance and structural demand tailwinds, KEI Industries appears well positioned to benefit from both ongoing infrastructure investments and next-generation digital infrastructure growth.
