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KEI Industries Limited (KEI) Fair Value & Analysis

Industrials · IN · Market cap ₹492B

KI KEI Industries Limited KEI · NSE
Price₹5,675
Fair Value₹1,803
Upside-68.2%
Quality49/100
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Risks

!Trades 68% ABOVE our fair value of ₹1,803
!Expensive Growth
!Thin margins · 7.8% net margin
!Low debt · negative free cash flow
Expensive Growth
Thin margins · 7.8% net margin
Low debt · negative free cash flow
0.09% dividend yield
Mixed vs. peers (6/13)
Moderate moat 53/100
Evidence: High Range ₹1,385 – ₹2,221 Share as image

Fair value as of: Aug 13, 2026

From 16 valuation models · updated 7 days ago

Share price +14.1% over the past month.

Below-average quality, and screening another 68% overvalued on our models.

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What matters now

  • The price sits above even our optimistic bull case (₹2,221). The favourable scenario is already priced in.
  • Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

₹5,873 ₹503.76 Fair Value ₹1,803 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range ₹503.76 – ₹5,873 · fair‑value band ₹1,385 – ₹2,221 · the ₹5,675 price screens above the ₹1,803 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

KEI Industries Limited (KEI) currently trades at ₹5,675, while our model-based Fair Value estimate is ₹1,803, implying the stock looks roughly 68.2% overvalued today. The Quality Score stands at 49/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, KEI Industries Limited generated revenue of ₹117B at a net margin of 7.8%. Revenue grew 18.7% year over year. It earns a return on equity of 14.8%. The balance sheet holds a net cash position of ₹12.6B. Fundamentals as of Aug 13, 2026

Our scenario range runs from ₹1,385 (bear case) to ₹2,221 (bull case); at ₹5,675, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 61% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -65% fair-value upside, at -68%, KEI screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income ₹686.28 ₹924.91 ₹3,082 76
ROIC Compounder ₹1,223 ₹1,783 ₹2,337 72
Gordon GGM ₹43.30 ₹94.52 ₹159.04 70
All 16 models by family
Earnings-Based
Graham-Dodd ₹653.27 ₹4,297 ₹6,014 54
Lynch FV ₹1,252 ₹1,789 ₹2,325 50
PEG = 1.0 ₹1,252 ₹1,789 ₹2,325 46
EPV ₹1,020 ₹1,172 ₹1,307 59
Dividend Discount
Gordon GGM ₹43.30 ₹94.52 ₹159.04 70
DDM Multi-Stage ₹43.30 ₹77.43 ₹98.51 61
Multiples
P/E Multiple ₹1,513 ₹2,017 ₹2,522 63
P/S Multiple ₹1,225 ₹1,633 ₹2,041 58
P/B Multiple ₹1,225 ₹1,633 ₹2,041 55
EV/EBIT ₹1,676 ₹2,182 ₹2,687 53
EV/EBITDA ₹1,412 ₹1,830 ₹2,247 54
EV/Revenue ₹1,241 ₹1,706 ₹2,170 43
Asset-Based
NCAV (Graham) ₹348.58 ₹467.10 ₹697.17 50
Economic Profit
Residual Income ₹686.28 ₹924.91 ₹3,082 76
ROIC Compounder ₹1,223 ₹1,783 ₹2,337 72
Growth Earnings
Growth-Adj P/E ₹1,752 ₹2,503 ₹3,254 68

Widest divergence: Growth Earnings (₹2,503) versus Dividend Discount (₹77.43). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) ₹117B
Revenue growth (YoY) +18.7%
Net margin 7.8%
Return on equity 14.8%
Free cash flow −₹3.7B FY2026
P/E ratio 59.1
More key figures
Operating margin 10.2%
EPS (TTM) ₹96.04
Dividend yield 0.1%
EPS growth (YoY) +25.5%
Net cash ₹12.6B FY2026

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 49/100

Of which business quality 52 · Market factors (momentum, volatility) 76

Profitability 61
Margins and returns on capital today
Quality Growth 58
Are margins and returns improving?
Cashflow 18
Earnings quality: real cash, not paper profit
Fin. Strength 91
Balance sheet, leverage, solvency risk
Investment 17
Disciplined investing over empire-building
Low Volatility 80
Calm price path (market factor)
Momentum 66
Price trend over the last 3–12 months (market factor)
52W Momentum 90
Distance to the 52-week high (market factor)
Net Issuance 53
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

KEI Industries Limited manufactures, markets, and sells wires and cables in India and internationally. It operates in three segments: Cable & Wires; Engineering, Procurement and Construction; and Stainless Steel Wire.

Full company description

KEI Industries Limited manufactures, markets, and sells wires and cables in India and internationally. It operates in three segments: Cable & Wires; Engineering, Procurement and Construction; and Stainless Steel Wire. The company offers extra-high voltage, high tension, and low-tension power cables; control and instrumentation cables; specialty, single-core, and multi-core flexible cables; elastomeric/rubber and solar cables; fire survival/resistant cables; flat, EV charging, ESP, and medium voltage covered conductor cables; conflame green + wires; communication and thermocouple cables; and submersible marine and offshore cables, as well as stainless steel, winding, and house wires. It also provides engineering, procurement, and construction solutions in the areas of gas-insulated GIS, and air-insulated substations AIS; overhead and underground power transmission and distribution systems; and railway electrification/substation on a turnkey basis, as well as project management services. The company exports its products to approximately 60 countries. It serves the power, refinery, railway, automobile, cement, steel, fertilizer, textile, real estate, infrastructure, oil and gas, defense, chemical, metal, IT, pharma, manufacturing, renewables energy, non-metal, data center, consumer durable, government, public, private, and other sectors through dealers and distributors. The company was founded in 1968 and is headquartered in New Delhi, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

KEI Industries Limited reported revenue of ₹117B in FY2026 versus ₹56.8B in FY2022, a compound +19.9%/yr. Reported net income was ₹9.2B in FY2026, compounding +25.0%/yr from FY2022.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹117B
Latest YoY
+22.3%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+19.7%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+23.2%
Avg. growth/yr (21Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+21.3%
Revenue +19.9%/yr
FY22 ₹56.8B
FY23 ₹68.5B
FY24 ₹80.4B
FY25 ₹96.1B
FY26 ₹117B
Net income +25.0%/yr
FY22 ₹3.8B
FY23 ₹4.8B
FY24 ₹5.8B
FY25 ₹7.0B
FY26 ₹9.2B
Character of growth · EPS growth decomposed (2015-2026) +28.8 % p.a.
Revenue per share +15.1 pp

of which total revenue +17.3 pp · buybacks/dilution −2.2 pp

EBIT margin −8.8 pp
Tax rate +0.8 pp
Residual (interest, one-offs) +21.7 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

KEI screens 68% overvalued. Compare with Contemporary Amperex Technology Co →

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Cite: Fair Value Calculator (2026). "KEI Industries Limited Fair Value". https://www.fairvalue-calculator.com/stock/KEI

Peer Group

Electrical Equipment & Parts · 548 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 49 · Below median
Fair Value upside −68% · Below median
Return on equity (TTM) 15% · Top 25%
Return on assets 9% · Top 25%
Net margin (TTM) 8% · Above median
Operating margin (TTM) 10% · Above median
Revenue growth 19% · Above median
Dividend yield (TTM) 0.1% · Bottom 25%

Valuation Multiples vs Electrical Equipment & Parts median · lower = cheaper

P/E (TTM) 59.1× · Pricier than 75% of peers
P/B 7.39× · Pricier than 75% of peers
P/S (TTM) 4.19× · Pricier than 75% of peers
EV/EBITDA 38.8× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 0
FUTURE94 · sector 57
PAST59 · sector 26
HEALTH100 · sector 97
DIVIDEND2 · sector 23

VALUE 0: the price sits above our fair-value range.

Insider activity: 35/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Electrical Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Contemporary Amperex Technology Co 3750 HK$652.50 HK$394.19 -40%
Delta Electronics (Thailand) Public Company DELTA 269.00 THB 40.28 THB -85%
LG Energy Solution, Ltd 373220 365,500 KRW 201,455 KRW -45%
WEG S.A WEGE3 14,900 ARS 4,338 ARS -71%
Sungrow Power Supply Co 300274 ¥117.53 ¥123.83 +5%
HD Hyundai Electric Co 267260 752,000 KRW 371,133 KRW -51%
LS ELECTRIC Co 010120 206,500 KRW 29,594 KRW -86%
Hyosung Heavy Industries Corporation 298040 2,857,000 KRW 1,013,099 KRW -65%
Hitachi Energy India Limited POWERINDIA ₹33,510 ₹6,106 -82%
CG Power and Industrial Solutions Limited CGPOWER ₹893.95 ₹130.16 -85%

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Frequently asked questions

Is KEI Industries Limited (KEI) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ₹1,803 versus a price of ₹5,675, about −68% (overvalued).
What is the fair value of KEI?
Our model-based fair value for KEI Industries Limited is ₹1,803 (as of Aug 13, 2026), built from audited fundamentals. The current price: ₹5,675.
What is the quality score of KEI?
KEI Industries Limited has a Quality Score of 49/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of KEI Industries Limited (KEI)?
KEI Industries Limited reported trailing-twelve-month revenue of about ₹117B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of KEI?
The net profit margin of KEI Industries Limited is about 7.8%, meaning it keeps roughly 7.8% of revenue as net income. Based on the latest reported figures.
Does KEI Industries Limited pay a dividend?
KEI Industries Limited currently shows a dividend yield of about 0.08% relative to its recent price (as of Aug 13, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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