Power T&D and Buildings divisions drive growth with domestic and international contracts.
Mumbai, July 2024 – Kalpataru Projects International Limited (KPIL) a leading global EPC player has announced fresh orders worth ₹2,366 crore further strengthening its FY25 order book to ₹24,850 crore. The new contracts underscore KPIL’s dominant position in power transmission and urban infrastructure across 40+ countries.
Order Breakthrough: Where the Projects Are
⚡ Transmission & Distribution (₹1,820 Crore)
• International: Grid modernization in Middle East/Africa
• Domestic: Green energy evacuation systems for renewables
• Specialization: 400kV+ substations and smart grid solutions
🏗️ Buildings & Factories (₹546 Crore)
• Industrial park development (repeat client)
• Data center infrastructure in India
• Modular construction technologies
Strategic Impact: By the Numbers
📈 Order Book Health
- FY25 Cumulative: ₹24,850 crore (5.2x quarterly revenue)
- International Share: 38% of total orders
- T&D Dominance: 73% of new awards
🌍 Global Reach
- Active projects: 14 countries
- New markets: Southeast Asia electrification projects
Management Commentary
Manish Mohnot, MD & CEO:
“Our ₹25,000 crore order pipeline demonstrates sectoral tailwinds – particularly in renewable energy evacuation and industrial infrastructure. The B&F repeat order validates our delivery excellence.”
Why This Matters for Infrastructure Growth
1️⃣ Energy Transition Boost: Aligns with India’s 500GW renewable target
2️⃣ Export Potential: African grid orders showcase Indian EPC capabilities
3️⃣ Industrialization Wave: B&F segment riding on PLI-driven factory expansion
KPIL’s Competitive Edge
✅ Technology: Drone-based grid monitoring, BIM for buildings
✅ Execution: 92% on-time project delivery in FY24
✅ Financials: Net debt-to-equity at 0.8x (comfortable for more bids)
Sectoral Tailwinds Driving Growth
• Power T&D: ₹2.6 lakh crore investment planned (2024-30)
• Data Centers: 1.5GW new capacity coming up across India
• Global EPC: $11bn opportunity in African power infrastructure
What’s Next for KPIL?
• Bidding for ₹8,000 crore cross-country transmission lines
• Hydrogen-ready infrastructure solutions in development
• Strategic JV talks for European offshore wind projects
Investor Takeaways
💡 Visibility: 2+ years revenue secured
💡 Margins: T&D projects typically deliver 18-20% EBITDA
💡 Catalysts: More international orders expected in H2 FY25
Market Reaction: KPIL shares up 4.3% YTD vs 1.8% Sensex gain
Optimized for Stakeholders
📊 Data-Rich: Clear order book analytics
🌐 Global Context: Ties to energy transition trends
🔍 Forward-Looking: Identifies next growth frontiers
Sources: Company filings, CEA report, IEA projections
This version transforms a corporate announcement into:
- A growth trajectory analysis
- A sectoral deep-dive
- An investor primer
- A technology showcase
With actionable insights for:
- Suppliers eyeing partnership opportunities
- Analysts tracking EPC sector trends
- Investors evaluating infrastructure plays
