📌 At a Glance:
KEC International (NSE: KEC), the RPG Group’s infrastructure warrior, just charged up its order book with fresh wins worth ₹2,211 crore across Transmission, Oil & Gas, and Cables. Big wins in Saudi Arabia, Mexico, and Africa hint at an aggressive global pivot. Total YTD orders now exceed ₹4,200 Cr — up 40% YoY.
🏗️ Order Book Breakdown – June 2025
| Segment | Order Details |
|---|---|
| T&D – Intl. | 380kV transmission lines in Saudi Arabia; tower & pole supply in the Americas |
| Oil & Gas | Terminal station works in Africa (2nd big order in region) |
| Cables | Multiple supply contracts in India and overseas |
These are new, confirmed, and part of regular business — not exploratory MoUs.
🌍 Global Expansion in Motion
KEC is clearly doubling down on:
- Saudi Arabia’s grid modernization push
- Mexico and Latin America via SAE Towers
- Africa’s budding oil & gas infra market
🚧 The company is becoming a default EPC play in developing world infra — with boots in 110+ countries.
🧑🏫 Management Commentary
“These wins reaffirm the MENA region’s strategic importance as a key growth driver.”
– Vimal Kejriwal, MD & CEO, KEC International
Also added:
- SAE Towers bagged a significant Mexico order
- North America’s T&D market showing strong recovery
- YTD order inflow = ₹4,200+ Cr, up ~40% YoY
🧾 Financial Impact & Outlook
| Metric | Detail |
|---|---|
| Total Order Value | ₹2,211 crore |
| YTD Order Intake | ₹4,200+ crore |
| YoY Growth | ~40% over same period FY24 |
| Execution Window | Likely 12–24 months (varies) |
| Revenue Visibility | FY26 and FY27 |
While no PAT guidance is given, historical project margins range between 6–8% in T&D and 4–6% in cables/oil infra.
⚙️ Business Mix Snapshot
| Segment | Q1FY25 Comments |
|---|---|
| T&D | Global resurgence; key growth pillar |
| Cables | Bread-and-butter volume biz |
| Oil & Gas | Africa-focused, still niche |
| Civil/Urban Infra | Not part of this release, but growing |
With India infra tendering slowing post-elections, international orders are a timely buffer.
🧠 EduTake
- KEC is RPG’s L&T Lite, and these orders prove it.
- This is not a “PR stunt order”. These are hard EPC contracts.
- Their Saudi business alone can fund your next sabbatical (or tank your portfolio if delayed).
🛑 Risks
- Middle East receivables are notoriously delayed
- Execution risk in politically unstable zones (Africa)
- FX volatility from multi-country billing
- India’s election-induced infra slowdown could offset gains
📅 Timeline Snapshot
| Event | Date |
|---|---|
| Order Announcement | June 4, 2025 |
| YTD Order Intake | ₹4,200+ crore |
| YoY Order Book Growth | ~40% |
| Execution Window (Est.) | 12–24 months |
Tags: KEC International order wins, Saudi T&D projects, Mexico tower contracts, RPG EPC, FY25 infra outlook, KEC YTD orders
Author: Prashant Marathe
Date: June 5, 2025
Meta Description: KEC International wins ₹2,211 Cr orders in Saudi Arabia, Mexico, and Africa across transmission and oil & gas. FY25 YTD order book jumps 40% to ₹4,200+ Cr.
Focus Keyword: KEC International ₹2211 Cr order win
