KKCL Q2 FY27 Guidance vs Delivery (KKCL Management Mirror)

Full-Year Revenue Guidance Downgraded to Double-Digit Growth From 15%-18% Guided in Jun'26 Qtr

In Sep'26 Qtr, consolidated revenue was reported at INR 373 crores, reflecting a 5.4% YoY growth, with sales growth taking an estimated 3% to 4% impact from temporary factory shutdowns due to heavy monsoon flooding in Vapi and Daman. Against the full-year consolidated revenue growth of 15% to 18% guided in the Jun'26 Qtr concall, management explicitly downgraded the target, retreating from the 15% commitment. The full-year expectation is now guided strictly as double-digit revenue growth, citing heightened uncertainties stemming from geopolitical pressures, broader inflation, and the recent supply chain disruptions.