Nelcast Ltd (BOM:532864)

Q2 2026 Nelcast Ltd Earnings Call Transcript

Oct 31, 2025 / 05:30 AM GMT

Release Date Price: ₹116.1 (-7.89%)

Transcript

Key Points

Positve

Nelcast Ltd (BOM:532864) reported a strong start to FY26 with robust Q1 performance driven by healthy demand across three segments.
Domestic demand remains resilient, supported by steady growth in tractor and MHC sales, aided by recent GST cuts, favorable monsoon, strong rural demand, and festive season buying.
The company is focusing on developing high-value complex products with minimal competition, which are expected to drive margin expansion and better utilization of existing capacities.
Nelcast Ltd (BOM:532864) expects export volumes to recover towards the end of the fiscal year as customer schedules normalize.
The domestic industry is showing signs of strong recovery, with tractor volumes increasing by 10% year-on-year in Q2 FY26.

Negative

Export volumes faced temporary headwinds due to a slowdown in the US economy and the imposition of tariffs, leading to short-term production pauses by customers.
The company's revenue for Q2 FY26 stood at 303 crores, a decrease from 335 crores in Q2 FY25.
EBITDA margin for Q2 FY26 was 7%, indicating a drop compared to previous periods.
The company is experiencing volatility in the market, making it difficult to provide specific volume guidance.
There is a significant drop in export revenue, with H1 FY26 exports at 194.4 crores compared to 227.6 crores in H1 FY25.

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

NLCA.NS - Nelcast Ltd
Q2 2026 Nelcast Ltd Earnings Call
Oct 31, 2025 / 05:30AM 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 Neilash Limited Q2 H1F 526 earnings conference call. As a reminder, all participants line will be listen-only more, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please stick in an operator by pressing then 0 on your testone phone. Please note that this conference is being recorded. I now have the conference over to Mr. Abhishek butt.

Thank you and over to you, sir.

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Unidentified_2 [2]
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Thank you.

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