Synopsis:
Shares surged up to 8% after securing ₹3,243 crore transmission and distribution orders from the UAE and US. Strong order inflows, robust Q1 growth, expanding global presence, and a ₹34,409 crore order book highlight solid growth visibility and execution strength.
The shares of the prominent power transmission company gained up to 8 percent in today’s trading session after the company secured a significant work order from the UAE & US for Rs . 3,243 crores.
With a market capitalization of Rs 24,821.82 crore, the shares of KEC International Ltd were trading at Rs 932.45 per share, increasing around 8 percent as compared to the previous closing price of Rs 865.95 apiece.
Significant Order
The shares of KEC International Ltd have seen positive movement after winning fresh Transmission & Distribution orders worth Rs 3,243 crore. The contracts include 400 kV transmission lines in the UAE and the supply of towers, hardware, and poles in the Americas. These wins reinforce KEC’s global presence, strengthen its order book, and highlight steady momentum in international infrastructure opportunities.
Mr. Vimal Kejriwal, MD & CEO, KEC International Ltd. commented, “We are delighted with the new order wins in our T&D business, especially our largest ever EPC order till date. This order has further strengthened our presence in the Middle East and substantially expanded our international T&D order book.
The Middle East region continues to be a strategic growth driver for us, as reflected in this order and those secured earlier this year. With the above orders, our YTD order intake stands at ~Rs 11,700 crore. These orders will play a key role in driving our targeted growth going forward.”
Guidance
KEC International expects strong growth with order inflows of Rs 8,900 crore and additional Rs 3,000–4,000 crore by Q2, targeting Rs 30,000 crore for the year. Revenue growth guidance remains 15 percent with margins at 8–8.5 percent. While power projects remain steady, the water segment faces cash flow delays due to Centre–State tussles despite GST benefits.
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Operational & Financial Highlights
The company delivered strong growth in Q1FY26, with revenue rising 11.3 percent to Rs 5,023 crore, reflecting healthy demand. Net profit surged 42 percent to Rs 125 crore, showcasing margin expansion and efficient operations. The performance highlights improved profitability, operational strength, and resilience in a competitive business environment.
The company boasts a strong global presence across 110+ countries with 40+ nationalities. Backed by 275+ ongoing projects, 8 manufacturing facilities, and a Rs 40,000 crore order book, it operates in diverse sectors including transmission, civil, transportation, renewables, oil & gas, and cables, supported by a strong workforce and execution capabilities.
KEC’s diverse portfolio highlights its strong presence across multiple sectors, spanning power transmission, civil, railways, oil & gas, water, defence, and smart infrastructure. With offerings like metros, airports, hospitals, data centres, solar, logistics, and advanced solutions such as HVDC, STATCOM, and TCAS-Kavach, the company positions itself as an integrated engineering, procurement, and construction leader driving global infrastructure growth.
KEC reported order intake of Rs 5,517 crore in YTD FY26, led by T&D (59 percent) and Civil (38 percent), with a domestic-international mix of 61:39. Its consolidated order book stands strong at Rs 34,409 crore, dominated by T&D (60 percent) and Civil (28 percent). With robust pipeline tenders of Rs 1.8 lakh crore, growth visibility remains solid.
KEC International is a global infrastructure EPC major, executing large-scale complex projects that are essential for sustainable growth across various geographies. Its core purpose is to transform lives by building sustainable, world-class infrastructure that creates enduring value for all stakeholders.
Written by Abhishek Singh
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