KSB LIMITED

KSB Limited's Institutional Investors Meet on August 19, 2026, highlighted the company's historical growth, current financial performance, and strategic initiatives. The company reported revenue of INR 12,920 million for the first half of 2026, with EBITDA of INR 1,465 million and profit before tax of INR 1,279 million. KSB emphasized its presence across six major market segments, including Energy, Building Services, and Water, with a 17% CAGR in revenue and 22% CAGR in PAT. The company noted robust order intake of INR 15,307 million for H1 2026 (excluding Nuclear) and INR 27,445 million in orders on hand as of June 2026. KSB discussed its nuclear business, including its state-of-the-art Shirwal Plant, localization efforts, and progress on orders for Kudankulam and GHAVP projects. The company also addressed challenges in exports due to geopolitical issues, noting a subdued first half but Management expects improvement in H2. Management highlighted growth in emerging sectors like Data Centres and renewable energy, with a focus on localization and strategic investments. The company's financial performance showed a 17% CAGR in EBITDA and a 22.8% ROCE, with dividend payouts of 220% last year. KSB also mentioned its acquisition of BP&CL Technology and ongoing efforts to expand its nuclear and export capabilities.

The document emphasizes growth in key sectors, robust order intake, and strategic investments, reflecting a positive outlook.