• Volume and pricing: KEI Industries guided for 17% to 18% volume growth in FY27, noting that it fully passes on volatile raw material and copper prices to customers without impacting demand for its essential cable products.
• Capital expenditure plans: KEI is executing a capital expenditure of ₹600 crore to ₹700 crore in the current fiscal year, funded entirely through internal accruals to complete the Sanand plant and build a new factory in Bhiwadi, Rajasthan.
• Export sales targets: Export momentum is normalizing following previous tariff disruptions, with the company targeting export contributions to rise to 18% to 20% of total sales from approximately 16.5% previously.
• Corporate market actions: Notable morning market moves included Epack Prefab winning a ₹165 crore domestic order, Concord Biotech receiving USFDA approval for an organ transplant rejection drug, and Dhanuka Agritech announcing a ₹70 crore buyback at ₹1,400 per share.