The 15-year green tug contracts are the engine now, and the latest print cooled from last quarter's peak despite the long-term visibility.
Overall read
6.3/10
Priced ahead of it
The three reads · this quarter
The 15-year green tug contracts are the engine now, and the latest print cooled from last quarter's peak despite the long-term visibility.
Overall read
6.3/10
Priced ahead of it
The three reads · this quarter
The standing reads · change less often
Moat
Slim edge
Narrow moat from regulatory license and port relationships, but weak economics limit durability.
Key variables
5 tracked
lead: Order book composition and tenure mixPattern indicates a directional shift in business quality, not just numeric movement.
Walk the talk
Not enough tracked guidance to grade yet.
KMEW is executing a large capex cycle (₹400-500 Cr in FY27) to build a shipyard and acquire large dredgers, aiming to become an integrated maritime infrastructure player.
Latest · newest first
2w ago · Business Update
Monitoring agency report on utilization of preferential issue proceeds.
2w ago · Order Wins
Received work order from Paradip Port Authority for hiring a 25-Knot patrol boat with crew.
3w ago · Fundraising
Board approved allotment via circulation.
Where it sits