|
05 Sep 2025 |
Kalpataru Projects
|
Consensus Share Price Target
|
1261.40 |
1408.31 |
- |
11.65 |
buy
|
|
|
|
|
09 Aug 2025
|
Kalpataru Projects
|
Motilal Oswal
|
1261.40
|
1450.00
|
1183.60
(6.57%)
|
14.95 |
Buy
|
|
|
Kalpataru Projects (KPIL) reported a sharp beat on revenue and PAT during 1QFY26. This was driven by strong execution across T&D, B&F, and the oil & gas division.
|
|
08 Aug 2025
|
Kalpataru Projects
|
Prabhudas Lilladhar
|
1261.40
|
1366.00
|
1183.60
(6.57%)
|
8.29 |
Accumulate
|
|
|
The management has guided 20-25% revenue growth with PBT margin of 5%5.5% on a standalone basis along with order intake of Rs260-280bn in FY26. Kalpataru Projects International (KPIL) reported revenue growth of 35.4% YoY driven by strong execution across T&D, B&F and O&G, while EBITDA margin remained flat YoY at 8.5%. The management has reiterated its guidance for 2025% revenue growth in FY26, supported by a robust tendering pipeline of ~Rs1.2trn in the T&D segment over the next 1218 months. The B&F segment...
|
|
07 Aug 2025
|
Kalpataru Projects
|
Sharekhan
|
1261.40
|
1570.00
|
1112.90
(13.34%)
|
24.46 |
Buy
|
|
|
Standalone numbers were strong with a revenue growth of 35% led by higher T&D sales though water and railways business slowed down.
|
|
20 May 2025
|
Kalpataru Projects
|
Emkay
|
1261.40
|
1450.00
|
1112.45
(13.39%)
|
14.95 |
Buy
|
|
|
We maintain BUY on Kalpataru Projects International Ltd (KPIL) with a TP of Rs1,450 (implying 30% upside). Standalone revenue/EBITDA/PAT grew by 21%/31%/48% YoY, led by strong order book, improved execution, and operating efficiencies.
|
|
19 May 2025
|
Kalpataru Projects
|
Prabhudas Lilladhar
|
1261.40
|
1268.00
|
1116.30
(13.00%)
|
Target met |
Accumulate
|
|
|
Management guided for 20%+ revenue growth with PBT margins of 5.25%5.5% on a standalone basis along with order intake of Rs260-280bn in FY26. We revise our FY26/FY27E EPS estimate by 1.8%/-3.6%, due to delayed collection in the Water business impacting the revenue. Kalpataru Projects International (KPIL) reported a 20.5% YoY increase in standalone revenue, with EBITDA margin improving by 66 bps to 8.4%. Growth was driven by strong execution across a robust order book, though delays in payment collections...
|
|
17 Feb 2025
|
Kalpataru Projects
|
Axis Direct
|
1261.40
|
1350.00
|
923.30
(36.62%)
|
7.02 |
Buy
|
|
|
We maintain our BUY rating on the stock.
|
|
14 Feb 2025
|
Kalpataru Projects
|
Motilal Oswal
|
1261.40
|
1200.00
|
879.55
(43.41%)
|
Target met |
Buy
|
|
|
Kalpataru Projects (KPIL) reported a broadly in-line revenue growth of 16% YoY, while its EBITDA/PAT grew 17%/9% YoY. PAT was hit by higher-than-expected interest expenses, as the collections from Water projects continued to be delayed.
|
|
14 Feb 2025
|
Kalpataru Projects
|
Prabhudas Lilladhar
|
1261.40
|
1178.00
|
879.55
(43.41%)
|
Target met |
Buy
|
|
|
We revise our FY26/FY27E EPS estimate by 6.0%/-4.9%, due to delayed collection in the Water business impacting the revenue and slowdown in the Railway segment, despite strong growth T&D, B&F and O&G. Kalpataru Projects -International (KPIL) reported decent quarterly performance with standalone revenue growth of 16.4% YoY and flattish EBITDA margin YoY at...
|
|
10 Jan 2025
|
Kalpataru Projects
|
Motilal Oswal
|
1261.40
|
1500.00
|
1203.65
(4.80%)
|
18.92 |
Buy
|
|
|
We continue to remain positive on Kalpataru Projects International (KPIL) based on its positioning across fast-growing power T&D EPC as well as the Buildings and Factories (B&F) segment.
|
|
03 Jan 2025
|
Kalpataru Projects
|
Axis Direct
|
1261.40
|
1590.00
|
1281.85
(-1.60%)
|
26.05 |
Buy
|
|
|
We initiate coverage of Kalpataru Projects International Ltd (KPIL) with a BUY recommendation and a target price of Rs 1,590/share, implying an upside potential of 25% from the CMP
|
|
29 Oct 2024
|
Kalpataru Projects
|
Motilal Oswal
|
1261.40
|
1500.00
|
1241.60
(1.59%)
|
18.92 |
Buy
|
|
|
Kalpataru Projects’ (KPIL) 2QFY25 revenue was in line with our estimate. KPIL reported a revenue growth of 8% YoY, while EBITDA/PAT grew 13%/17% YoY.
|
|
29 Oct 2024
|
Kalpataru Projects
|
Sharekhan
|
1261.40
|
1570.00
|
1241.60
(1.59%)
|
24.46 |
Buy
|
|
|
? KPIL’s standalone revenues growth of 7.6% led by strong growth in T&D business (25%), Oil & Gas (170%), Urban Infra (31%) and B&F (19%) but was compensated by a decline in water (43%) and Railways (40%). Results broadly met estimates.
|
|
01 Oct 2024
|
Kalpataru Projects
|
Sharekhan
|
1261.40
|
1570.00
|
1349.20
(-6.51%)
|
24.46 |
Buy
|
|
|
We maintain a Buy on KPIL for a price target of Rs. 1,570 factoring in the incremental order inflows and divestment triggers. KPIL trades at 29x/21x/18x its FY2025/2026 EPS, respectively.
|
|
02 Sep 2024
|
Kalpataru Projects
|
ICICI Direct
|
1261.40
|
1630.00
|
1385.10
(-8.93%)
|
|
Buy
|
|
|
|
|
19 Aug 2024
|
Kalpataru Projects
|
Emkay
|
1261.40
|
1550.00
|
1231.90
(2.39%)
|
|
Buy
|
|
|
We reiterate our BUY rating on Kalpataru Projects International (KPIL), with SOTP-based target price of Rs1,550/sh (Unchanged).
|
|
30 Jul 2024
|
Kalpataru Projects
|
Emkay
|
1261.40
|
1550.00
|
1325.95
(-4.87%)
|
|
Buy
|
|
|
We maintain our BUY rating on Kalpataru Projects International (KPIL), with revised up TP of Rs1,550/share (Rs1,400/share earlier), mainly led by 8%/11% increase in execution.
|
|
18 Jul 2024
|
Kalpataru Projects
|
Hem Securities
|
1261.40
|
1541.00
|
1336.30
(-5.61%)
|
|
Buy
|
|
|
|
|
28 Jun 2024
|
Kalpataru Projects
|
Motilal Oswal
|
1261.40
|
1385.00
|
1175.70
(7.29%)
|
Target met |
Buy
|
|
|
The Bharatiya Janata Party (BJP)-led National Democratic Alliance (NDA) has retained power for the third consecutive term, albeit with a narrower majority (293 seats) than expected.
|
|
09 May 2024
|
Kalpataru Projects
|
Motilal Oswal
|
1261.40
|
1360.00
|
1187.80
(6.20%)
|
Target met |
Buy
|
|
|
KPIL’s 4QFY24 result was slightly lower than our estimates. Revenue/EBITDA/PAT grew 17%/29%/52% YoY in 4Q. Revenue growth was led by healthy project execution in the T&D, water and urban infra segments.
|
|
09 May 2024
|
Kalpataru Projects
|
Prabhudas Lilladhar
|
1261.40
|
1211.00
|
1187.80
(6.20%)
|
Target met |
Hold
|
|
|
|