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We recently interacted with the management of KEC International Ltd. to get insights and outlook for the industry and the company. A few of our key takeaways from the interaction are as under:
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The company has a robust order book position and level-one of over Rs 29,000 crore with transmission and distribution and non-T&D share at 52:48.
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Furthermore, a strong bid pipeline of Rs 32,000 crore for the next three to four months is under evaluation. To date, order intake for FY22 stands near Rs 10,000 crore and the management is confident of securing more orders under its various verticals during the year.
KEC International expects to win another Rs 5,000-6,000 crore of orders in FY22. Against this backdrop, the current order book gives revenue visibility for the next two years.
KEC International continues to sharply focus on international T&D orders as it foresees notable international opportunities in its various operating regions.
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