KSB IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| ONGCOil & Natural Gas Corporation Ltd. | CONTRACT | 2,426 | 2,426–2,426 | 90.0% | CAPEX | FY27 | EST | 80% |
| “Sub: KSB Limited receives letter of award from Oil and Natural Gas Corporation Limited” ORDER p.1 · 16-OCT-26 DOC | ||||||||
| LTLarsen & Toubro Ltd. | CONTRACT | 2,426 | 2,426–2,426 | 90.0% | CAPEX | FY26 | EST | 80% |
| “Ref: Regulation 30 of the SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015 This is to inform that KSB Limited has received a significant …” ORDER p.1 · 30-JUN-25 DOC | ||||||||
| NTPCNTPC Ltd. | UNSTATED | 2,426 | 270–2,426 | 90.0% | — | FY24 | EST | 70% |
| “Successful Execution of a Major Pump Overhauling Project 3 eServ m -K e r ey p s M uS i t le l sto u ne s s e : T R ra n o s t fo n r i m l s in g a Go Complet…” AR DOC | ||||||||
| LTLarsen & Toubro Ltd. | UNSTATED | 2,426 | 270–2,426 | 90.0% | — | 2025-09→2025-11 | EST | 65% |
| “First is green hydrogen, we have started working on this, we supplied our first pump to Larsen & Toubro for their 1-megawatt prototype green hydrogen plant.” CONCALL · +1 DOC | ||||||||
| SIEMENSSiemens Ltd. | UNSTATED | 2,426 | 2,426–2,426 | 90.0% | — | 2025-11 | EST | 65% |
| “Train business, the Etaseco which we introduced uh last year, just to give you an information, we have close to sold around 400 pumps this year as well, typica…” CONCALL DOC | ||||||||
| ABBABB India Ltd. | UNSTATED | 2,426 | 2,426–2,426 | 90.0% | — | FY25 | EST | 60% |
| “3.2.5 Rewards and recognitions • ISO 50001 energy management certification at the Maneja and Nelamangala facilities • Silver award at the National Awards for M…” AR · +1 DOC | ||||||||
| GAILGAIL (India) Ltd. | UNSTATED | 2,426 | 2,426–2,426 | 90.0% | — | 2025-09→2026-03 | EST | 55% |
| “And as and when the supply goes, for example, you have seen in the news maybe reciprocating pump, we have supplied now to GAIL Pata, I think.” CONCALL · +1 DOC | ||||||||
| ONGCOil & Natural Gas Corporation Ltd. | UNSTATED | 2,426 | 2,426–2,426 | 90.0% | — | 2026-08 | EST | 50% |
| “ONGC, for example, Oil India, all these customers and step by step, it will grow.” CONCALL DOC | ||||||||
| Maharashtra | CONTRACT | CT 63 | — | — | CAPEX | FY24 | EST | 85% |
| “Sub: KSB Limited receives letter of award under PM-Kusum III Scheme under Component B of INR 63.22 Crores for 2500 solar water pumping systems from Maharashtra…” ORDER p.1 · 16-MAR-24 · +2 DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY24 | EST | 75% |
| “Details of the following disclosures related to water: Parameter FY 2024 FY 2023 (Current Financial Year) (Previous Financial Year) Water withdrawal by source …” AR DOC | ||||||||
| Dangote Projects Free Zone Enterprise. | CONTRACT | CT 1 | — | — | CAPEX | FY27 | EST | 75% |
| “Sub: KSB Limited receives letter of award from Dangote Projects Free Zone Enterprise.” ORDER p.1 · 29-SEP-26 DOC | ||||||||
| Tripura Renewable Energy Development Agency. | CONTRACT | CT 14 | — | — | CAPEX | FY26 | EST | 75% |
| “Sub: KSB Limited receives letter of award under PM-Kusum Scheme under Component B of approx. INR 14 Crores for 962 solar water pumping systems from Tripura Ren…” ORDER p.1 · 04-APR-25 DOC | ||||||||
| Australia | UNSTATED | — | — | — | — | FY24 | EST | 70% |
| “Successful Execution of a Major Pump Overhauling Project 3 eServ m -K e r ey p s M uS i t le l sto u ne s s e : T R ra n o s t fo n r i m l s in g a Go Complet…” AR DOC | ||||||||
| Maharashtra | CONTRACT | CT 199 | — | — | — | FY24 | EST | 70% |
| “This year we received 7000+ work orders, and 5900+ systems executed in the states of Maharashtra, Uar Pradesh, Haryana, Gujarat and Rajasthan.” AR · +2 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY24 | EST | 70% |
| “(during the period under review not applicable to the Company) f. The Securities and Exchange Board of India (Registrars to an Issue and Share Transfer Agents)…” AR DOC | ||||||||
| Others | CONTRACT | CT 38 | — | — | — | FY24 | EST | 70% |
| “30 Contingencies and commitments a) Contingent liabilities As at As at December 31, 2024 December 31, 2023 Claims against the Company not acknowledged as debts…” AR DOC | ||||||||
| Quarter | CONTRACT | — | — | — | CAPEX | FY24 | EST | 70% |
| “The sales/ supply of products/ services for these orders is expected from Quarter 2 2024.” ORDER p.1 · 16-MAR-24 · +1 DOC | ||||||||
| Mumbai | UNSTATED | — | — | — | CAPEX | 2026-03 | EST | 65% |
| “These are the new product actually and we launched B Pump which is another milestone that is Vertical Turbine Pump in this year and breakthrough orders from Mu…” CONCALL DOC | ||||||||
| Numaligarh | UNSTATED | — | — | — | — | 2026-03 | EST | 65% |
| “We recently got also a good order from Numaligarh Refineries for complete unit.” CONCALL DOC | ||||||||
| China. | UNSTATED | — | — | — | — | 2025-11 | EST | 65% |
| “So, it is we have an internal supply chain metrics, where we are allowed to export to some locations, where China is allowed to KSB Limited (KSB) Institutional…” CONCALL DOC | ||||||||
| Nuclear Power Corporation of India | UNSTATED | — | — | — | — | FY24 | EST | 60% |
| “Successful Execution of a Major Pump Overhauling Project 3 eServ m -K e r ey p s M uS i t le l sto u ne s s e : T R ra n o s t fo n r i m l s in g a Go Complet…” AR · +2 DOC | ||||||||
| FSLFirstsource Solutions Ltd. | UNSTATED | — | — | — | — | FY24 | EST | 60% |
| “Successful Execution of a Major Pump Overhauling Project 3 eServ m -K e r ey p s M uS i t le l sto u ne s s e : T R ra n o s t fo n r i m l s in g a Go Complet…” AR DOC | ||||||||
| BHELBharat Heavy Electricals Ltd. | UNSTATED | — | — | — | COGS | FY24 | EST | 60% |
| “Also team of women employees at central warehouse and repair center at KSB SupremeServ Obtained approval for KSB Mechanical Seals from BHEL and M/S Tennova, a …” AR DOC | ||||||||
| Nuclear Power Corporation of India | UNSTATED | — | — | — | COGS | FY24 | EST | 60% |
| “Empowering Nuclear partnership - NPCIL Customer meet at KSB Shirwal KSB Launches Prototype Reciprocating Pump for Fuel Handling Unit As a part of KSB's connued…” AR DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY24 | EST | 60% |
| “A. Demat Account No. or Folio No: Enter your 16-digit Demat Account No. or Folio No. a. Members holding shares in CDSL demat account shall provide 16 Digit Ben…” AR DOC | ||||||||
| OILOil India Ltd. | UNSTATED | — | — | — | — | 2026-08 | EST | 60% |
| “ONGC, for example, Oil India, all these customers and step by step, it will grow.” CONCALL DOC | ||||||||
| ADNOC | UNSTATED | — | — | — | COGS | 2026-03 | EST | 60% |
| “Apart from that, API business, Middle East, with our product development, we have got new customers like ADNOC and many other customers where we have started e…” CONCALL DOC | ||||||||
| Hindalco | UNSTATED | — | — | — | — | 2025-11 | EST | 60% |
| “And in mining, which is our new baby, we have started this business only about 2 years back and we have started working with customers like ArcelorMittal, Hind…” CONCALL DOC | ||||||||
| ITIITI Ltd. | UNSTATED | — | — | — | COGS | 2025-09 | EST | 55% |
| “This is awarded by PCMC CSR Cell, and the project was Don Bosco ITI.” CONCALL DOC | ||||||||
| BHELBharat Heavy Electricals Ltd. | UNSTATED | — | — | — | — | 2026-03 | EST | 50% |
| “So, these two customers private, BHEL doesn't. BHEL only may buy in future with us.” CONCALL DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Business | UNSTATED | — | — | — | — | FY24 | EST | 70% |
| “Environment goals include · 30% Absolute reduction in GHG emission by 2025 over base line 2022 · 40% green energy generation by 2025 6% reduction in freshwater…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY24 | EST | 70% |
| “Less: Provision for doubtful balances (11.59) (11.59) 600.61 360.24 Total 701.78 429.41 *Others mainly include advances paid to suppliers which would be subseq…” AR DOC | ||||||||
| JMFINANCILJM Financial Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 65% |
| “Mr. Vishal Kampani, Vice Chairman and Managing Director, serves as an Independent Director in KSB Limited.” AR p.61 · 31-MAR-26 DOC | ||||||||
| Nuclear Power Corporation of India | UNSTATED | — | — | — | — | 2026-03 | EST | 50% |
| “Rajeev Jain: Yes, definitely, NPCIL is looking for alternative suppliers.” CONCALL DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNOUNCEMENTS | 9/9 | 100% | 08-NOV-26 |
| ANNUAL | 1/1 | 100% | 15-OCT-26 |
| CONCALL | 4/4 | 100% | 15-OCT-26 |
| ORDERS | 9/9 | 100% | 08-NOV-26 |
| SCREENER | 1/1 | 100% | 10-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 0.167 | 14-NOV-26 | ABB India Ltd. share 17% · NTPC Ltd. share 17% · Oil & Natural Gas Corporation Ltd. share 17% · GAIL (India) Ltd. share 17% · Larsen & Toubro Ltd. share 17% · Siemens Ltd. share 17% |
| CUST MOM 1M | +7.1% | 14-NOV-26 | from 15-OCT-26 · ABB India Ltd. +3.5% w 0 · Firstsource Solutions Ltd. +3.4% w 0 · Bharat Heavy Electricals Ltd. +0.5% w 0 · Central Depository Services (India) Ltd. +11.9% w 0 · Oil India Ltd. -0.9% w 0 · GAIL (India) Ltd. +11.0% w 0 |
| SUPP MOM 1M | -4.4% | 10-NOV-26 | from 11-OCT-26 · JM Financial Ltd. -4.4% |