Knowledge Marine & Engineering Works Limited (543273) Earnings Call Transcripts

Knowledge Marine & Engineering Works Limited's Latest Earnings Call - June 19, 2026

In the earnings call for the quarter ending June 19, 2026, Knowledge Marine & Engineering Works Limited (KMEW) reported significant operational advancements, including securing two maiden green contracts, which positions the company favorably in the growing green maritime sector. The company highlighted a record revenue of INR 184 crores, primarily driven by dredging services, with an optimistic outlook for FY '27, projecting revenue of around INR 350 crores from a bid pipeline of INR 3,000 crores. Management maintained a positive sentiment regarding future growth, particularly in the dredging and shipbuilding segments, supported by government contracts and a strategic focus on green initiatives.

Reported metrics

Guidance from management

Management projects revenue of INR 350 crores for FY '27, supported by a robust bid pipeline of INR 3,000 crores. They indicated plans to maintain focus on green contracts and expanding their fleet.

What management said

Thank you very much, Christian. So participants, we will start with the Q&A round. I request you to start typing in your questions. So Christian, I would like to understand who will be our competitors and what are KMWs, USPs over those competitors?

Yes. So for FY '27, we are planning to acquire 2 dresses, which is the 5,000 cubic meter treasure and a 7,000 cubic meter treasure. So this is our current CapEx plan for 2027. So '28, I cannot really comment as of now.

What analysts pressed on

Analysts expressed concerns regarding the geopolitical situation affecting international operations, particularly in Bahrain. There were also questions about the long-term sustainability of revenue from government contracts and potential volatility in earnings due to milestone-based payments.

Main topics on the call

• Record Revenue Achievement — KMEW reported a revenue of INR 184 crores for the quarter, with 70% derived from dredging services. Management stated, 'This year, we've had a great year operations wise, we've had a record-breaking revenue through since...
• Expansion of Green Initiatives — The company secured two green tug contracts, aligning with the government's push for green maritime infrastructure. Management noted, 'These green tug contracts give us a good order book visibility of around 15 years.'
• CapEx Plans for FY '27 — KMEW plans to invest in acquiring two new dredgers, with a CapEx budget of around INR 100 crores for the shipyard expansion in Saphale. Management stated, 'For FY '27, we are planning to acquire 2 dredgers, which is the ...
• Bid Pipeline and Revenue Forecast — The company has a bid pipeline of INR 3,000 crores, with expectations to generate INR 350 crores in revenue for FY '27. Management indicated, 'We have around 50% to 70% hit rate on the contracts we bid for.'

Read the full Knowledge Marine & Engineering Works Limited transcript (June 19, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 3 Knowledge Marine & Engineering Works Limited earnings call transcripts on record, spanning February 19, 2026 to June 19, 2026. Based on this history, Knowledge Marine & Engineering Works Limited reports quarterly. The most recent call on file is dated June 19, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

543273

Exchange

BSE

Country

IN

Sector

Industrials

Industry

Marine Transportation

Calls on record

3

First call

February 19, 2026

Most recent

June 19, 2026

Reporting cadence

quarterly