Jindal Saw Ltd (BOM:500378)

Q1 2026 Jindal SAW Ltd Earnings Call Transcript

Aug 6, 2025 / 09:30 AM GMT

Release Date Price: ₹205.6 (-2.44%)

Transcript

Key Points

Positve

Jindal Saw Ltd (BOM:500378) has a robust order book of approximately $1.5 billion, providing strong visibility for future revenue.
The company has managed to maintain an EBITDA margin of over 16% despite challenging market conditions.
The UAE operations have shown improved profitability with a significant order book of $270 million, indicating strong performance in international markets.
The company has successfully prepaid its term loan for the acquisition of Sapana facilities, reducing long-term debt to less than 600 crore.
Jindal Saw Ltd (BOM:500378) is expanding its operations in the GCC and MENA regions with new projects, which are expected to enhance long-term growth prospects.

Negative

The company faced softer production and sales in Q1 due to cash flow issues with customers, particularly impacting the water sector.
Geopolitical tensions in the MENA region led to the deferment of some export shipments from Q1 to Q2, affecting quarterly sales.
Scheduled maintenance of blast furnaces and plants resulted in production losses, impacting overall output.
Working capital borrowings have increased due to slow collections and realizations, affecting cash flow management.
The political situation and funding release by authorities remain uncertain, posing challenges to short-term business outlook.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JIND.NS - Jindal SAW Ltd
Q1 2026 Jindal SAW Ltd Earnings Call
Aug 06, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q1 FI 26 earnings conference call of Jinala hosted by ICICI Securities Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Vikar Singh from ICIC Securities Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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