Q4 2026 Steelcast Ltd Earnings Call Transcript
Key Points
- Steelcast Ltd (BOM:513517) reported a 13.33% increase in revenue from operations for FY '26, reaching INR423.17 crores compared to INR373.39 crores in FY '25.
- The company's EBITDA grew by 17.3% to INR129.64 crores, with an improved EBITDA margin of 30.64%, up by 104 basis points from the previous year.
- PAT for FY '26 increased by 20.31% to INR86.86 crores, with a PAT margin of 20.53%, reflecting a 119 basis point improvement.
- Exports contributed over 60% of revenues, highlighting Steelcast Ltd (BOM:513517)'s strong global positioning and consistent performance in international markets.
- The company maintains a debt-free balance sheet with healthy cash reserves of around INR114 crores, providing financial flexibility and strength to navigate uncertainties.
- The company faced increased manufacturing expenses due to higher maintenance activities and machinery repairs, impacting overall cost management.
- Higher fuel prices and increased production activity led to a rise in power and energy costs, exerting pressure on margins.
- Despite strong annual performance, there was some moderation in volumes and revenue when compared to the corresponding period of the previous year.
- The ongoing geopolitical tensions, particularly in the Middle East, have led to elevated fuel and freight costs, impacting the company's cost structure.
- Steelcast Ltd (BOM:513517) anticipates a potential decline in sustainable EBITDA margins to 25-26% in the long term, compared to the current 28-30% levels.
Ladies and gentlemen, good day, and welcome to Steelcast Limited Q4 and FY '26 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Arpit Mundra from EY. Thank you, and over to you, sir.
Thank you. Good evening, everyone. We welcome you all to the Steelcast Limited earnings call to discuss the Q4 FY '26 and FY '26 financial results. Today from the management side, we have with us Mr. Chetan Tamboli, Chairman and Managing Director; Mr.
Rushil Tamboli, Whole-Time Director; Mr. Subhash Sharma, Executive Director and CFO; and Mr. Umesh Bhatt, Company Secretary. Please note, a copy of all the disclosures is available in the Investors section of the website as well as on the stock exchange. Further, a detailed Safe Harbor statement is given on Page number 29 of the investor presentation of the company.
Please note that anything said on this call, which reflects the outlook for the future or which could be constructed as a
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