KEI Industries Limited has made the audio recording of its analysts and investors conference call available for public access. The call, which discussed the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026 (Q1FY27), took place on August 4, 2026. This disclosure follows the approval of the quarterly results by the Board of Directors at a meeting held on August 3, 2026, ensuring stakeholders have access to management’s commentary on the company’s performance.

The filing was submitted in accordance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. KEI Industries notified both the Bombay Stock Exchange (BSE) and the National Stock Exchange of India Ltd. (NSE) regarding the availability of the recording. The document was signed by Kishore Kunal, Senior Vice President (Corporate Finance) & Company Secretary, confirming the authenticity of the disclosure.

Accessing the Recording

Investors and analysts who were unable to attend the live session can now listen to the complete discussion via the provided link. The recording covers the financial outcomes for Q1FY27, including insights into operational metrics and strategic initiatives discussed by senior leadership.

Key Details

The conference call was originally scheduled for August 4, 2026, at 12:00 PM IST and was facilitated by Nuvama Wealth Management Limited. Senior executives from KEI Industries, including Chairman-cum-Managing Director Anil Gupta and Executive Director (Finance) & CFO Rajeev Gupta, participated in the discussion. Achal Lohade from Nuvama Wealth Management Limited served as the call leader.

The recording provides a detailed account of the company’s financial health and operational performance for the quarter. It serves as a critical resource for investors seeking to understand the drivers behind KEI Industries’ results for the first quarter of fiscal year 2027. The availability of the audio file allows for repeated review of management’s responses to analyst queries, ensuring comprehensive transparency.

Regulatory Compliance

This update supersedes the previous notice regarding the scheduling of the call. By releasing the audio recording, KEI Industries fulfills its obligation to provide equal access to information for all stakeholders. The filing includes the company’s registered office address in New Delhi and details of its various works and branch offices across India, including locations in Bhiwadi, Chopanki, Silvassa, Delhi, Chennai, Kolkata, and Mumbai.

KEI Industries reported a 40% year-on-year increase in net profit to ₹2,741.40 million for the quarter ended June 30, 2026 (Q1FY27), driven by robust demand in its core wires and cables segment and improved operational efficiency. Revenue from operations rose 23% to ₹31,853.42 million, while EBITDA margins expanded significantly, reflecting effective cost management and favorable pricing dynamics. This performance underscores the company’s ability to leverage volume growth despite a slight quarter-on-quarter dip in top-line figures, signaling strong underlying business momentum.

The Board of Directors approved the standalone and consolidated unaudited financial results on August 03, 2026, in compliance with Regulation 30 and Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Statutory auditors Pawan Shubham & Co. conducted a limited review under Standard on Review Engagements (SRE) 2410 and issued an unmodified opinion. The results were prepared in accordance with Ind AS 34 "Interim Financial Reporting" as prescribed under Section 133 of the Companies Act, 2013.

Financial Performance Highlights

The following table summarises KEI Industries' key financial metrics for Q1FY27 compared to Q1FY26:

Revenue from operations grew to ₹31,853.42 million from ₹25,903.16 million in Q1FY26. Other income declined to ₹195.73 million from ₹396.11 million in the prior year period. Total operating expenses stood at ₹28,357.51 million, representing 89.02% of revenue, compared to 91.37% in Q1FY26. Finance costs remained stable at ₹176.77 million (0.55% of net sales), slightly higher than ₹145.04 million recorded a year ago.

Segment-wise Contribution

The Wires & Cables segment remained the primary growth engine, contributing ₹30,883.94 million or 97.08% of total revenue. Domestic sales surged 29.31% YoY, fueled by sustained demand and operational improvements. High-voltage cable sales increased significantly, registering substantial YoY growth. Export sales declined 7.29% YoY but saw a quarter-on-quarter recovery. Management noted that the export business is expected to grow substantially due to a strong order book and strengthening demand in key overseas markets.

The Stainless Steel Wire segment posted revenue of ₹535.66 million, while the EPC Projects segment contributed ₹1,307.96 million. Dealer and distributor channels accounted for 59.09% of overall wire and cable sales, up from 51.18% in Q1FY26, with active working dealers reaching 2,128 as of June 30, 2026.

Balance Sheet and Liquidity

As of June 30, 2026, the company maintained a net cash position, down from previous levels at the end of FY26. Gross debt increased to include channel finance. Cash and bank balances included unutilised proceeds from the Qualified Institutional Placement (QIP) raised in November 2024. The pending order book stands at approximately ₹4,292 crore, providing visibility for future revenue streams.

Governance and Regulatory Disclosures

The Board approved the re-appointment of Akshit Diviaj Gupta as Whole-Time Director for a five-year term commencing May 10, 2027, subject to shareholder approval at the Annual General Meeting scheduled for September 28, 2026. Akshit Diviaj Gupta is the son of Chairman-cum-Managing Director Anil Gupta.

The company disclosed that Income-Tax authorities conducted search activities at certain premises and residences of employees during May 2026. Management stated it extended full cooperation and provided all required documents. As no written communication regarding the outcome has been received, the financial impact remains unascertainable. However, management views there is no material adverse impact on the financial position for the quarter ended June 30, 2026.