KPI Green Energy Q1 FY27 Earnings Call — Analysis (NSE: KPIGREEN)
Revenue up 16% YoY, EBITDA margin improved to 37%, but net profit dips on higher depreciation and interest as IPP portfolio scales; IPP generation surges 4x YoY.
Result quality: strong — Margin expansion. Management sentiment: neutral.
The take
Revenue ₹710 Cr .
Results
Revenue ₹710 Cr (+16% YoY), EBITDA ₹262 Cr (+21% YoY), EBITDA margin 37% (+200bps YoY), PAT ₹95 Cr (down vs ₹111 Cr) weighed by increased depreciation and finance costs.
Financial highlights
| Metric | Value | Change | Basis |
|---|---|---|---|
| Revenue | ₹710 Cr |
Guidance
FY27 revenue growth guided at 30-40% YoY; PAT margin expected below prior 16-18% target; IPP revenue to exceed ₹1,000 Cr in FY28 with full stabilization.
Key themes
IPP ramp-up strains profitability, geopolitical cost pressures on EPC
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