|
01 Aug 2025 |
KEC International
|
Consensus Share Price Target
|
861.50 |
974.54 |
- |
13.12 |
buy
|
|
|
|
|
30 Jul 2025
|
KEC International
|
Axis Direct
|
861.50
|
1030.00
|
872.95
(-1.31%)
|
19.56 |
Buy
|
|
|
We maintain our BUY rating on the stock.
|
|
29 Jul 2025
|
KEC International
|
Sharekhan
|
861.50
|
1000.00
|
860.25
(0.15%)
|
16.08 |
Buy
|
|
|
Q1FY26 numbers were decent and in line with our estimates, with revenues at Rs 5,073 crore, rising 11% y-o-y, mainly led by the T&D; business which grew 26% y-o-y. EBITDA margins rose ~98 bps y-o-y to 7.0%. As a result, PAT rose 42% y-o-y to Rs 125 crore.
|
|
12 Jul 2025
|
KEC International
|
Axis Direct
|
861.50
|
950.00
|
864.65
(-0.36%)
|
10.27 |
Buy
|
|
|
The stock is currently trading at 24x/17x FY26E/27E EPS. We maintain our BUY rating on the stock with a TP of Rs 950/share, implying an upside of 10% from the CMP.
|
|
01 Jul 2025
|
KEC International
|
Ventura
|
861.50
|
1270.00
|
909.80
(-5.31%)
|
47.42 |
Buy
|
|
|
Company Update
|
|
06 Jun 2025
|
KEC International
|
FundsIndia
|
861.50
|
1051.00
|
889.25
(-3.12%)
|
22.00 |
Buy
|
|
|
Building Sustainable Infrastructure
|
|
04 Jun 2025
|
KEC International
|
Axis Direct
|
861.50
|
1030.00
|
880.90
(-2.20%)
|
19.56 |
Buy
|
|
|
We maintain our BUY rating on the stock and value it at 20x FY27E EPS with a TP of Rs 1,030/share, implying an upside of 18% from the CMP.
|
|
04 Jun 2025
|
KEC International
|
Prabhudas Lilladhar
|
861.50
|
911.00
|
880.90
(-2.20%)
|
Target met |
Accumulate
|
|
|
We attended the annual investor call of KEC International (KECI IN), where the Change in Estimates | Target | Reco management shared key updates on the company's FY25 financial performance and outlined growth opportunities across both domestic and...
|
|
03 Jun 2025
|
KEC International
|
Motilal Oswal
|
861.50
|
940.00
|
870.55
(-1.04%)
|
Target met |
Neutral
|
|
|
KECI in our recent meeting highlighted a continued strong addressable market for T&D and improving opportunities in the civil segment for residential buildings, petrochemicals, hospitals, etc. while, industrials has been witnessing slow momentum.
|
|
03 Jun 2025
|
KEC International
|
Geojit BNP Paribas
|
861.50
|
998.00
|
870.55
(-1.04%)
|
15.84 |
Accumulate
|
|
|
|
|
28 May 2025
|
KEC International
|
Axis Direct
|
861.50
|
1030.00
|
875.10
(-1.55%)
|
19.56 |
Buy
|
|
|
We maintain our BUY rating on the stock.
|
|
27 May 2025
|
KEC International
|
Prabhudas Lilladhar
|
861.50
|
911.00
|
861.70
(-0.02%)
|
Target met |
Accumulate
|
|
|
We revise our FY26/27 EPS estimates by -4.0%/-1.8%, factoring in continued weakness in Civil, Railways and O&G despite strong growth in T&D. KEC International (KEC) reported revenue growth of 11.5% YoY, while EBITDA margin expanded by 155bps YoY to 7.8%. Domestic T&D continues to remain robust while traction in the Middle East, CIS and Americas will drive international T&D business. The Cables business value unlocking will be further aided by capacity expansions across E-Beam and Elastomeric cables. In the O&G business, management plans to pursue only international opportunities...
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|
08 Apr 2025
|
KEC International
|
Axis Direct
|
861.50
|
742.00
|
664.60
(29.63%)
|
Target met |
Buy
|
|
|
We recommend a BUY rating on the stock with a TP of Rs 742 /share, implying an upside of 10% from the CMP.
|
|
07 Feb 2025
|
KEC International
|
Geojit BNP Paribas
|
861.50
|
945.00
|
826.15
(4.28%)
|
Target met |
Accumulate
|
|
|
|
|
05 Feb 2025
|
KEC International
|
Axis Direct
|
861.50
|
1040.00
|
844.85
(1.97%)
|
20.72 |
Buy
|
|
|
We maintain our BUY rating on the stock.
|
|
04 Feb 2025
|
KEC International
|
Prabhudas Lilladhar
|
861.50
|
930.00
|
844.85
(1.97%)
|
Target met |
Accumulate
|
|
|
|
|
04 Feb 2025
|
KEC International
|
Motilal Oswal
|
861.50
|
900.00
|
812.90
(5.98%)
|
Target met |
Neutral
|
|
|
KEC International (KEC)’s 3QFY25 result was weak, with a miss on the revenue and PAT fronts. Revenue growth was hit by slower execution of water projects, labor shortages, and extended monsoons in Southern India.
|
|
28 Nov 2024
|
KEC International
|
Sharekhan
|
861.50
|
1250.00
|
1053.05
(-18.19%)
|
Target met |
Buy
|
|
|
It’s raining T&D orders for KEC, worth Rs 16,300 crore, or a 60% y-o-y growth. Huge tendering in HVDC transmission projects bodes well.
|
|
21 Nov 2024
|
KEC International
|
ICICI Direct
|
861.50
|
1190.00
|
992.00
(-13.16%)
|
Target met |
Buy
|
|
|
|
|
12 Nov 2024
|
KEC International
|
Geojit BNP Paribas
|
861.50
|
1192.00
|
1002.65
(-14.08%)
|
Target met |
Buy
|
|
|
|
|
06 Nov 2024
|
KEC International
|
Prabhudas Lilladhar
|
861.50
|
997.00
|
976.15
(-11.75%)
|
Target met |
Hold
|
|
|
|