Knowledge Marine & Engineering Works Ltd (Shipping) — fundamental analysis, earnings data, and key metrics. PE: 58.6. ROE: 25.8%. This stock is not currently in the Nifty 500 momentum outperformers list.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: Preferential issue funds to deploy over 3 years for vessel acquisition and working capital
Impact: +₹200 Cr revenue
“Company raised ₹285 Crore through preferential issue for 'Strategic Roadmap for the Next Decade'”
What: Shipbuilding now 30.7% of revenue vs 97% previously, higher margin business
Impact: +₹50 Cr revenue
“Shipbuilding contributed 30.72% (₹15.42 Crore) of total revenue in H1 FY26”
Earnings deceleration risks from management commentary
Trigger: If order book doesn't recover by Q4 FY26
Impact: -300 bps margin impact
Management view: Necessitates continuous win of large-scale contracts to maintain growth
Monitor: New contract wins in Q4 FY26
Trigger: If interest rates continue rising
Impact: -50 bps margin impact
Management view: Operating profit to interest ratio at 11.68x provides buffer
Monitor: Interest coverage ratio
Key quotes from recent conference calls
“The company successfully raised ₹285 Crore through a preferential issue in H1 FY26 to fund its 'Strategic Roadmap for the Next Decade.' — Management”
“Operating profit margins have expanded notably, supported by efficient cost management and improved operational leverage. — Management”
“The total awarded contract value showed a decline from INR 1,078.8 Crores (Q3 FY25) to INR 842.86 Crores (Q2 FY26). This likely reflects the completion of major dredging projects... — Management”
“The CEO guided for 30-40% EBITDA margins and 20-25% PAT margins for the upcoming year... — Management”
Forward-looking targets from management for FY26
OPM Guidance
30%
Capex Plan
₹284.81 Cr
Key Milestones
• Vessel acquisition
• Order book replenishment
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Knowledge Marine & Engineering Works Ltd's latest quarterly results (Dec 2025) show
Knowledge Marine & Engineering Works Ltd's current PE ratio is 58.6x.
Knowledge Marine & Engineering Works Ltd's price-to-book ratio is 15.6x.
Knowledge Marine & Engineering Works Ltd's fundamental strength based on key financial ratios
Knowledge Marine & Engineering Works Ltd has a debt-to-equity ratio of N/A.
Knowledge Marine & Engineering Works Ltd's return ratios over recent years
Knowledge Marine & Engineering Works Ltd's operating cash flow is positive (FY2025).
Knowledge Marine & Engineering Works Ltd currently does not pay a significant dividend (yield 0.00%).
Knowledge Marine & Engineering Works Ltd's shareholding pattern (Dec 2025)
Knowledge Marine & Engineering Works Ltd's promoter holding has decreased recently.
Knowledge Marine & Engineering Works Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.
Knowledge Marine & Engineering Works Ltd has 2 key growth catalysts identified from recent earnings analysis
Knowledge Marine & Engineering Works Ltd has 2 key risks worth monitoring
In Q3 FY26, Knowledge Marine & Engineering Works Ltd's management highlighted
Knowledge Marine & Engineering Works Ltd's management has provided the following forward guidance for FY26
Based on quantitative research signals, here is why Knowledge Marine & Engineering Works Ltd may be worth studying
Knowledge Marine & Engineering Works Ltd investment thesis summary:
Knowledge Marine & Engineering Works Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
