KSB Limited — Cyborg Score 7/10

Strong
Industrial Machinery & Equipment Manufacturing

Strategic Profile

The company's products are used in wastewater, water and industry technology, chemicals production, building services, energy technology, mining, dredge, oil and gas technology, and decarbonization applications. KSB is a key beneficiary of India's SHANTI Bill which boosts private sector entry in nuclear energy.

Cyborg Score Rationale

KSB's Q3 profit rose 10.8% YoY to ₹81 crore with revenue increasing 8% to ₹784 crore and EBITDA surging 32.4% to ₹130 crore. The company shows strong fundamentals but faces valuation headwinds with a P/E ratio above 49, indicating market has priced in significant growth expectations.

Top Insights

  • Q3 FY26 showed strong momentum with 10.8% YoY profit growth and 8% revenue increase, alongside 32.4% EBITDA surge
  • Dividend of ₹4.40/share recommended and MD reappointed for 5 years from July 2026, signaling management continuity
  • Established in 1960 with 6 manufacturing plants across India (Pune, Ahmednagar, Chinchwad, Nashik, Khandala, Coimbatore), providing diversified production capacity
  • Well-positioned to benefit from India's SHANTI Bill enabling private sector participation in nuclear energy

Named Competitors

  • Diesel and Power Solutions — Engines and power generation systems
  • Steel Tubes and Construction Products — Steel tubes and construction solutions
  • Industrial Equipment — Diesel engines and industrial equipment

Recent Developments

  • (March 2026) FY25 results approved by board with ₹4.40/share final dividend, AGM scheduled for May 20, 2026
  • (February 2026) Q3 FY26 strong performance with 10.8% YoY profit growth and 32.4% EBITDA surge to ₹130 crore
  • (November 2025) Company presented strategic insights highlighting strong manufacturing presence and consistent financial growth

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