This Micro-cap infra stock, engaged in EPC services for power transmission and distribution systems, including overhead and underground lines, substations, automation, and operation and maintenance services for high-voltage infrastructure, is in focus after management expected its order book to be 4.9 times higher than FY25 revenue in the financial year 2026.
With a market capitalization of Rs. 297.41 crores, the shares of Kay Cee Energy & Infra Limited hit a 5 percent lower circuit of Rs. 243.30 per share on Wednesday, down from its previous closing price of Rs. 256.10 per share.
Order Book Guidance
Kay Cee Energy & Infra Ltd aims to maintain strong growth, targeting an order book of Rs. 750 crore by next year, even after executing about Rs. 300 crore worth of projects in FY26.
This target highlights the company’s expanding scale, as the projected order book is nearly 4.90 times higher than its FY25 revenue of Rs. 153 crore, reflecting a strong pipeline and future growth visibility.
Order Book
Kay Cee Energy & Infra Ltd reported that as of April 30, 2025, its order book stood at Rs. 537 crore, which also includes an additional Rs. 120 crore order received during April. Most of these projects are expected to be executed by December 2026, reflecting a strong pipeline of ongoing work. The management further shared that the company has already bid for tenders worth Rs. 800–900 crore, with a success rate of over 70 percent.
Margin Guidance
Kay Cee Energy and Infra Limited has guided that it will maintain a minimum operating profit margin (OPM) of 18 percent, with management clearly stating, “We will not be below 18.” The company also expects further margin improvement as its backward integration initiatives begin to take effect.
The upcoming manufacturing facility for hardware, conductors, and transformers is expected to support this strategy. Once fully operational, it is projected to add 2-3 percent to PAT margins, strengthening profitability and enhancing long-term competitiveness.
CAPEX Plans
Kay Cee Energy & Infra Limited has planned a capital expenditure (CAPEX) of Rs. 10 crore, of which Rs. 3 crore has already been spent. The new facility is expected to become operational by Q4 FY26, strengthening the company’s manufacturing capabilities.
The company is also preparing a Detailed Project Report (DPR) and may shift its focus from conductors to transformers as part of this expansion plan. This move is aimed at enhancing product offerings and supporting future growth.
Also read: 2 Stocks to buy now for an upside of up to 26%; Recommended by Trade Brains Portal
Company Overview
Kay Cee Energy & Infra Limited is a company specializing in the construction and commissioning of power transmission and distribution systems, including overhead and underground lines, substation construction, and automation, serving various government authorities and private entities.
The company was originally founded in 1996 as Kay Cee Electricals and converted into a private limited entity in 2015. The company is recognized as an expert in Extra High Voltage (EHV) power transmission and operates primarily in the Engineering, Procurement, and Construction (EPC) sector.
Kay Cee Energy & Infra Limited offers a wide range of services, including project planning, detailed engineering, procurement, execution, commissioning, and post-completion operations and maintenance for power infrastructure projects. It maintains operations and maintenance services for substations up to 400 kV and high voltage lines up to 765 kV, including emergency restoration systems.
Recent quarter results
Coming into financial highlights, Kay Cee Energy & Infra Limited’s revenue has increased from Rs. 40 crore in H2 FY24 to Rs. 115 crore in H2 FY25, which has grown by 187.50 percent. The net profit has also grown by 200 percent from Rs. 4 crore in H2 FY24 to Rs. 12 crore in H2 FY25.
Kay Cee Energy & Infra Limited’s revenue and net profit have grown at a CAGR of 45.18 percent and 78.28 percent, respectively, over the last three years. In terms of return ratios, the company’s ROCE and ROE stand at 29.3 percent and 32.1 percent, respectively. Kay Cee Energy & Infra Limited has an earnings per share (EPS) of Rs. 15.57, and its debt-to-equity ratio is 0.89x.
Written By – Nikhil Naik
Disclaimer
The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.
