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KSB Limited Transcript for Institutional Investors Meet – November 2025

KSB Limited released the transcript of its Institutional Investors Meet held on November 17, 2025. The discussion covered the company’s financial performance, business segments, and future growth strategies. Key highlights included a focus on non-nuclear business growth, export strategy, and developments in various sectors like energy, water, and mining. The company aims for double-digit growth and is investing in capacity expansion and new product development.

Financial Performance & Growth

KSB Limited’s revenue grew from ₹18,067 million to ₹19,117 million. Profit before tax increased from ₹2,282 million to ₹2,485 million. The company reported a strong financial position with a net worth of ₹15,371 million and liquid cash of ₹299.3 million.

The company’s order intake has shown positive trends, with a monthly average of ₹254 crores for YTD September 2025. Orders on hand totaled ₹26,392 million, including both nuclear and non-nuclear projects. Export performance was also strong, with ₹390 crores YTD September, representing 17% of total order intake.

Segment Performance and Strategies

KSB is focusing on growth in various sectors. Water segment constitutes 29% of the company’s sales, followed by general industry at 23% and energy at 18%. Building services contributes 8%, petrochemical and chemical 21%, and mining 1%.

The company is targeting growth in the energy sector with focus on thermal projects. They aim to capitalize on the increasing demand for water treatment and are expanding their product offerings for building services, including firefighting solutions. KSB is also focusing on new sectors like marine and green hydrogen.

Valves Division Highlights

The Valves Division has been growing at a CAGR of 22% in order intake and 21% in sales over the last 5 years. The company has obtained TSG certification for the Chinese market and is targeting API Monogram certification for Saudi Aramco business. They are continuously enhancing their vendor base and investing in capacity and technology upgrades.

SupremeServ Overview

SupremeServ, KSB’s aftermarket business, contributes approximately 16-17% of the total business. KSB is expanding its service partner network and focusing on digitization to improve customer service. The company is also investing in a SupremeServ Academy to train its personnel and customers.

Export & Future Outlook

KSB India is being encouraged by the group to increase its export share. The company has secured Level 3 rating, which helps in better acceptance within the group and with customers. The management expressed confidence in achieving double-digit growth in the non-nuclear business and maintaining healthy EBITDA margins.

Source: BSE

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