Kay Cee Energy Reports FY26 PAT of ₹1,878 Lakhs
Kay Cee Energy & Infra Limited announced its audited financial results for the year and half-year ended March 31, 2026, reporting a consolidated net profit of ₹1,878.41 lakhs on total revenue of ₹16,559.17 lakhs. The standalone net profit for FY26 was ₹1,879.83 lakhs. For H2 FY26, the company achieved a profit after tax of ₹960 lakhs. Management attributed a revenue shortfall in H2 to delays in ERS product supplies due to geopolitical issues but noted that revenue recognition is deferred, not lost. The company maintains an order book of ₹481.39 crores and is expanding manufacturing capacity with a new plant slated for December 2026.

*this image is generated using AI for illustrative purposes only.
Kay Cee Energy & Infra Limited has announced its audited standalone and consolidated financial results for the year ended March 31, 2026. The statutory auditors issued an unmodified opinion on the results. For the full year FY26, the company reported a total revenue of ₹16,559.17 lakhs and a net profit of ₹1,878.41 lakhs. The company also held an earnings call on May 16, 2026, to discuss the performance and outlook.
Standalone Financial Performance
On a standalone basis, the company recorded revenue from operations of ₹16,430.47 lakhs for FY26, compared to ₹15,268.05 lakhs in the previous year. Total revenue increased to ₹16,559.17 lakhs from ₹15,316.94 lakhs. Total expenses rose to ₹14,030.86 lakhs. Profit before tax stood at ₹2,528.31 lakhs, leading to a net profit of ₹1,879.83 lakhs. Basic and diluted EPS for the year was ₹15.48.
| Metric | FY26 (Audited) | FY25 (Audited) |
|---|---|---|
| Revenue from Operations | ₹16,430.47 lakhs | ₹15,268.05 lakhs |
| Total Revenue | ₹16,559.17 lakhs | ₹15,316.94 lakhs |
| Total Expenses | ₹14,030.86 lakhs | ₹13,040.94 lakhs |
| Profit Before Tax | ₹2,528.31 lakhs | ₹2,276.00 lakhs |
| Net Profit (after tax) | ₹1,879.83 lakhs | ₹1,706.20 lakhs |
Consolidated Financial Performance
The consolidated results include subsidiary Suryavayu Renewable and Energy Solutions Private Limited, which became a wholly owned subsidiary effective March 30, 2026. Consolidated revenue from operations was ₹16,430.47 lakhs, with total revenue at ₹16,559.17 lakhs. Profit after tax for the consolidated entity was ₹1,878.41 lakhs.
| Metric | FY26 (Audited) | FY25 (Audited) |
|---|---|---|
| Revenue from Operations | ₹16,430.47 lakhs | ₹15,268.05 lakhs |
| Total Revenue | ₹16,559.17 lakhs | ₹15,316.94 lakhs |
| Total Expenses | ₹14,032.28 lakhs | ₹13,040.99 lakhs |
| Profit Before Tax | ₹2,526.89 lakhs | ₹2,275.95 lakhs |
| Net Profit (after tax) | ₹1,878.41 lakhs | ₹1,706.15 lakhs |
H2 FY26 Performance
For the half-year ended March 31, 2026, the company reported a total revenue of ₹8,157 lakhs. Profit after tax for H2 was ₹960 lakhs, with basic and diluted EPS at ₹7.86 per share.
Earnings Call Insights
During the earnings call, management addressed the decline in H2 revenue, which fell to ₹8,157.17 lakhs from ₹11,482.43 lakhs in the corresponding period of the previous year. The company attributed a revenue impact of approximately ₹50 crores to ₹60 crores to delays in the supply of Emergency Restoration System (ERS) products due to geopolitical disturbances and war-related logistics issues. Management clarified that while the material supply was delayed, the revenue is not lost and is expected to be recognized in the current fiscal year as the situation normalizes.
Despite the revenue shortfall, the company emphasized its focus on maintaining profitability. Management stated that they prioritized maintaining EBITDA and PAT margins over achieving top-line guidance by avoiding the procurement of expensive local raw materials. The company reported an unexecuted order book of ₹481.39 crores as of March 31, 2026, with an execution timeline of 12 to 18 months. Additionally, tenders worth approximately ₹300 crores are in the pipeline. The company is also expanding its manufacturing capabilities, with a new plant expected to commence operations by December 2026 to support backward integration and margin improvement.
Historical Stock Returns for Kay Cee Energy & Infra
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| +1.53% | -3.63% | -22.48% | -35.72% | -66.37% | -61.17% |
How quickly will geopolitical conditions stabilize to allow Kay Cee Energy to recognize the deferred ₹50-60 crore ERS revenue, and what contingency plans exist if disruptions persist into FY27?
What specific revenue and margin improvements does management project once the new manufacturing plant becomes operational in December 2026 through backward integration?
Given the ₹481 crore order book and ₹300 crore tender pipeline, how is Kay Cee Energy positioned to scale capacity and workforce to meet potential order inflows within the 12-18 month execution window?





























