[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![selvaprathee Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2165141011.png) Investors Compass [@selvaprathee](/creator/twitter/selvaprathee) on x 11.6K followers
Created: 2025-07-16 17:39:56 UTC

KP Energy – FY26: Wind Infra Compounder in the Making

- While large infra gets headlines, the real compounding is happening where few look, in execution, grid, and annuity.
- Here’s why KP Energy might be India’s next great infra enabler

1️⃣ A Wind Infra Specialist With Operating Muscle
▪️FY25 Revenue: ₹958 Cr (+97%)
▪️PAT: ₹115 Cr | EBITDA Margin: XX%
▪️ROE > XX% | EPS: ₹17.3 (vs ₹8.8)
Not just growth profitable, cash-generating growth.

2️⃣ A ₹2,800 Cr Order Book Isn’t Just Big - It’s Smart
▪️2.26 GW in hand (across clients + states)
▪️500 MW of new orders expected by Sep ‘25
▪️3.5 GW bid pipeline under evaluation
Execution backlog till FY26 is locked and loaded.

3️⃣ Execution Is a Moat, Not a Buzzword
▪️In-house SCADA, cranes, LIDAR, met-masts
▪️CTU/STU grid connectivity pre-secured
▪️Early project completion track record
Infra operating leverage → faster delivery, lower cost.

4️⃣ EPC Is the Cash Engine
▪️97% of revenue from BoP EPC
▪️₹196 Cr EBITDA with milestone billing
▪️Negative working capital cycle
Clean model + strong margins = core compounding engine.

5️⃣ IPP Portfolio: Building the Annuity Layer
▪️48.5 MW now → XXX MW by FY27
▪️₹2.43/unit tariff for new project
▪️IRR intact due to infra reuse & captive ops
Every MW added creates recurring, de-risked income.

6️⃣ O&M Is a Small Flywheel Now - But Watch It Turn
▪️₹4.5 Cr in FY25 → ₹6.5 Cr FY26
▪️546 MW under mgmt; assets aging into paid service
▪️Low cost, high IRR vertical
Infra lifecycle monetisation is the hidden compounding layer.

7️⃣ Offshore Wind: X GW of Silent Optionality
▪️Govt tenders in Gujarat & TN underway
▪️70 GW national potential
▪️KP + KPI Green consortium ready to bid
Few midcaps have offshore positioning. KP already does.

8️⃣ Clients Are Blue-Chip. Orders Are Strategic.
▪️Aditya Birla, NTPC, GUVNL, recurring business
▪️1.2 GW internal EPC order from KPI Green (to Oct ’26)
▪️Even delayed projects (NTPC/INGEL) now progressing
The client list says it all, reputation = repeatability.

9️⃣ FY26 Guidance Is Bold  and Backed By Execution
▪️60-70% YoY revenue growth guided
▪️₹2,800 Cr backlog, XXX GW pipeline
▪️Margins to remain ~19%
Unlike others, KP’s guidance is grounded in booked orders, not hope.

🔟 What’s the Real Opportunity Here ?
- It’s not just about EPC or wind or orders.
- It’s about:
✓ A scalable, execution-focused infra platform
✓ A founder-led group with annuity layering
✓ Clean balance sheet + optionality in offshore
- This is not a story of wind. It’s a story of infra done right.

🧭Investors Compass Take 
– KP Energy = Infra Optionality + Execution Moat + Earnings Durability
- In a sector full of noise, KP has quietly built:
▪️Visibility
▪️Profitability
▪️Repeatability
▪️Optionality
➡️ The rerating will follow the results.

No Buy/Sell recommendation
#StocksInFocus #StocksToWatch #KPEL #kpenergy

![](https://pbs.twimg.com/media/Gv_tLS1WQAA7wvU.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945538909221654845/c:line.svg)

**Related Topics**
[exchanges](/topic/exchanges)
[india](/topic/india)
[virtual](/topic/virtual)
[eps](/topic/eps)
[retirement fund](/topic/retirement-fund)
[infra](/topic/infra)
[coins energy](/topic/coins-energy)

[Post Link](https://x.com/selvaprathee/status/1945538909221654845)