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Latest filing: 2026-08-10 10:14
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₹60.05 Cr Revenue in FY26; Kaycee Industries Recommends ₹2 Dividend Amid Margin Pressure
Kaycee Industries reported a 12.87% YoY revenue growth to ₹60.05 crore for FY 2025-26, achieving its highest-ever monthly sales in March 2026. However, Profit After Tax (PAT) declined to ₹4.98 crore from ₹5.88 crore in the previous year, primarily due to raw material costs rising from 58.45% to 62.17% of sales. The Board has recommended a dividend of ₹2 per share (20% of face value). The company is actively diversifying into electrical control panels and EV charging infrastructure, though the latter remains in a loss-making investment phase.
Confidence: HIGH
What changedThe company has transitioned from a pure electrical switch manufacturer to a diversified engineering solutions provider, while managing significant raw material inflation that impacted FY26 profitability.
Why it mattersDespite revenue growth, the margin compression highlights the company's sensitivity to input costs; the strategic shift to EV charging represents a long-term growth pivot supported by parent Salzer Electronics.
Revenue (FY26): ₹60.05 crPAT (FY26): ₹4.98 crDividend per share: ₹2Material Cost % of Sales: 62.17%Associate Loss (EV Venture): ₹57.72 lakhsRevenue vs Net Worth: 1.81x
📅 Short termThe stock may see neutral to slightly positive sentiment due to the dividend recommendation and record monthly sales in March, though PAT decline may cap gains.
📈 Long termStructural growth depends on the successful scaling of the EV charging business and the ability to pass on raw material costs in the core electrical switches segment.
⚠ Risk flags
- Raw material price volatility impacting margins
- Loss-making associate company (EV charging)
- Concentration in electrical equipment sector
Key Highlights
Revenue from operations increased 12.87% to ₹60.05 crore in FY 2025-26.
EBITDA margin contracted to 13.06% (₹7.84 crore) due to elevated raw material costs.
Recommended a dividend of ₹2 per equity share on a face value of ₹10.
Share of loss from associate company (EV charging venture) increased to ₹57.72 lakhs from ₹10.62 lakhs YoY.
Maintained a strong balance sheet with negligible debt utilization and a net worth of approximately ₹33.39 crore.
👀 What to Watch
Investors should monitor the stabilization of raw material costs in upcoming quarters and the execution timeline for the EV charging infrastructure venture to reach break-even.
Kaycee Industries FY26 Revenue grows 12.87% to ₹60.05 Cr; PAT declines to ₹4.98 Cr
Kaycee Industries reported a 12.87% YoY revenue growth to ₹60.05 Cr for FY 2025-26, supported by record monthly sales in March 2026. However, Profit After Tax (PAT) fell 15.2% to ₹4.98 Cr as raw material costs surged from 58.45% to 62.17% of sales. The Board recommended a dividend of ₹2 per share (20% of face value). The company is diversifying into EV charging infrastructure through an associate, which reported a share of loss of ₹57.72 Lakhs during the year.
Confidence: HIGH
What changedThe company achieved record sales volumes but faced significant margin compression due to a 372 bps increase in raw material costs as a percentage of revenue.
Why it mattersWhile the core business is growing and remains debt-light (D/E 0.09), the rising input costs and losses in the new EV venture are currently weighing on the bottom line.
Revenue (FY26): ₹60.05 CrPAT (FY26): ₹4.98 CrEBITDA Margin: 13.06%Dividend per Share: ₹2Revenue vs Net Worth: 1.82x
📅 Short termThe stock may remain range-bound as the market digests the decline in profitability despite the revenue growth. The upcoming AGM on September 03, 2026, is the next key event.
📈 Long termThe company's shift toward electrical control panels and EV charging infrastructure represents a structural diversification, though the EV segment is still in an investment-led loss-making phase.
⚠ Risk flags
- Raw material cost inflation
- Losses in associate company (EV charging)
- Margin contraction
Key Highlights
Revenue from operations increased to ₹60.05 Cr in FY26 from ₹53.20 Cr in FY25.
Raw material costs as a percentage of sales rose significantly to 62.17% from 58.45% YoY.
EBITDA stood at ₹7.84 Cr with a margin of 13.06%, down from ₹8.64 Cr in the previous year.
Recommended a dividend of ₹2 per equity share on a face value of ₹10.
Share of loss from associate company (Ultrafast Charges Pvt Ltd) increased to ₹57.72 Lakhs from ₹10.62 Lakhs.
👀 What to Watch
Investors should monitor the company's ability to pass on raw material price increases to customers to restore EBITDA margins and track the gestation period of the EV charging associate venture.
Kaycee Industries Q1 Net Profit Falls 17% to ₹1.16 Cr Despite 8% Revenue Growth
Kaycee Industries reported a mixed Q1 FY27 with revenue growing 7.8% YoY to ₹14.99 Cr, primarily driven by its manufacturing segment. However, net profit declined 17.1% YoY to ₹1.16 Cr, down from ₹1.40 Cr in the same quarter last year. This bottom-line pressure was largely due to a 15.8% increase in material costs, which rose to ₹10.13 Cr. The company also announced the appointment of Nirmalkumar Chandria as an Independent Director for a 5-year term.
Confidence: HIGH
What changedThe company reported its Q1 FY27 financial results showing a profit decline and announced a board reshuffle, including a new Independent Director and the transition of a retiring director to a non-independent role.
Why it mattersFor a small-cap company trading at a high P/E of 58.7, a double-digit decline in net profit is significant as it suggests the company is struggling to maintain profitability amidst rising input costs.
Revenue (Q1 FY27): ₹14.99 CrNet Profit (Q1 FY27): ₹1.16 CrYoY Profit Growth: -17.1%Cost of Materials Consumed: ₹10.13 CrManufacturing Segment Revenue: ₹12.05 CrEPS (Q1 FY27): ₹3.64
📅 Short termThe stock may see negative sentiment in the short term due to the profit miss and margin contraction despite the revenue growth.
📈 Long termThe long-term outlook depends on the company's ability to scale its manufacturing operations and improve operational efficiencies to offset rising costs.
⚠ Risk flags
- Rising raw material costs impacting operating margins
- High valuation (P/E 58.7) relative to current earnings growth
- Small-cap liquidity risks
Key Highlights
Revenue from operations increased to ₹14.99 Cr in Q1 FY27 from ₹13.90 Cr in Q1 FY26.
Net profit for the quarter fell 17.1% YoY to ₹1.16 Cr compared to ₹1.40 Cr in the previous year.
Cost of materials consumed rose significantly to ₹10.13 Cr from ₹8.74 Cr YoY, impacting margins.
Manufacturing segment EBIT stood at ₹1.46 Cr, while the trading segment contributed ₹0.12 Cr.
Earnings Per Share (EPS) declined to ₹3.64 from ₹4.40 in the corresponding quarter last year.
👀 What to Watch
Investors should monitor raw material cost trends and the company's ability to pass these costs to customers, as current margins are under pressure despite steady demand in the manufacturing segment.
Kaycee Industries Q1 Standalone PAT at ₹1.16 Cr; Manufacturing Revenue Grows 23% YoY
Kaycee Industries reported a standalone revenue of ₹14.99 Cr for Q1 FY27, representing a 7.8% growth compared to ₹13.90 Cr in Q1 FY26. However, standalone net profit declined by 17.3% YoY to ₹1.16 Cr, down from ₹1.40 Cr, as cost of materials consumed rose significantly by 15.8% to ₹10.13 Cr. A notable shift is seen in the business mix, with the manufacturing segment growing 22.8% YoY to ₹12.05 Cr, while the trading segment contracted by 28.1%. The board also appointed Mr. Nirmalkumar Motichand Chandria as an Independent Director for a 5-year term.
Confidence: HIGH
What changedThe company reported its Q1 FY27 financial results showing modest revenue growth but a decline in YoY profitability, alongside the appointment of a new Independent Director.
Why it mattersThe results highlight a strategic pivot toward in-house manufacturing (up 23% YoY) over trading, which is structurally significant for a small-cap electrical equipment player, though current margins are under pressure.
Standalone Revenue (Q1): ₹14.99 CrStandalone PAT (Q1): ₹1.16 CrManufacturing Revenue Growth (YoY): 22.8%Material Cost as % of Revenue: 67.6%EPS (Q1): ₹3.64
📅 Short termThe stock may face slight pressure due to the 17% YoY decline in net profit, although the sequential (QoQ) improvement in profit from ₹0.86 Cr to ₹1.16 Cr is a positive sign.
📈 Long termThe increasing contribution of the manufacturing segment is a positive structural trend, but the company's small scale and high P/E ratio (58.7) require sustained high growth to justify valuations.
⚠ Risk flags
- Rising raw material costs impacting margins
- High valuation relative to earnings growth
- Small-cap liquidity risks
Key Highlights
Standalone Revenue from Operations increased 7.8% YoY to ₹14.99 Cr from ₹13.90 Cr.
Manufacturing segment revenue grew 22.8% YoY to ₹12.05 Cr, now contributing 80% of total revenue.
Standalone Net Profit declined 17.3% YoY to ₹1.16 Cr, though it recovered QoQ from ₹0.86 Cr in March 2026.
Cost of Materials Consumed as a percentage of revenue rose to 67.6% compared to 62.9% in the year-ago quarter.
Trading segment revenue fell to ₹2.94 Cr from ₹4.09 Cr in the same period last year.
👀 What to Watch
Investors should monitor if the shift toward the manufacturing segment leads to better operating leverage in future quarters and whether the company can stabilize raw material costs which impacted margins this quarter.
Kaycee Industries Q1 Revenue up 7.8% YoY to ₹14.99 Cr; PAT Declines 17% to ₹1.16 Cr
Kaycee Industries reported a standalone revenue of ₹14.99 Cr for Q1 FY27, representing a 7.8% growth compared to ₹13.90 Cr in the same quarter last year. However, net profit declined by 17.3% YoY to ₹1.16 Cr from ₹1.40 Cr, impacted by a 10.2% increase in total expenses. The manufacturing segment showed strength with a 22.8% revenue increase, while the trading segment revenue contracted by 28%. The board also announced the appointment of Mr. Nirmalkumar Motichand Chandria as an Independent Director for a 5-year term.
Confidence: HIGH
What changedThe company reported its Q1 FY27 financial results and restructured its board with the appointment of a new Independent Director and the transition of a retiring director to a non-independent role.
Why it mattersThe results indicate a strategic shift towards manufacturing, which now accounts for 80% of revenue, though rising costs are currently offsetting the benefits of higher sales.
Q1 FY27 Revenue: ₹14.99 CrQ1 FY27 Net Profit: ₹1.16 CrYoY Revenue Growth: 7.8%Manufacturing Revenue Growth: 22.8%EPS (Q1 FY27): ₹3.64Revenue vs TTM Revenue: 24.98%
📅 Short termThe stock may face mild pressure due to the year-on-year decline in profitability despite the growth in the topline.
📈 Long termThe increasing contribution of the manufacturing segment is structurally positive, but long-term value depends on stabilizing margins and managing the decline in the trading business.
⚠ Risk flags
- Margin compression due to rising material costs
- Significant decline in trading segment revenue
- Small-cap volatility with a market cap of only ₹293 Cr
Key Highlights
Standalone revenue from operations increased to ₹14.99 Cr from ₹13.90 Cr in Q1 FY26.
Net profit for the quarter stood at ₹1.16 Cr, down from ₹1.40 Cr in the previous year's corresponding quarter.
Manufacturing segment revenue grew significantly to ₹12.05 Cr from ₹9.81 Cr YoY.
Trading segment revenue declined to ₹2.94 Cr from ₹4.09 Cr in the year-ago period.
Total expenses rose to ₹13.50 Cr, driven by higher material costs of ₹10.13 Cr.
👀 What to Watch
Investors should monitor the sustainability of growth in the manufacturing segment and whether the company can recover its operating margins, which were pressured this quarter.
