Nelcast Ltd (BOM:532864)

Q3 2026 Nelcast Ltd Earnings Call Transcript

Feb 9, 2026 / 05:30 AM GMT

Release Date Price: ₹129.61 (+7.96%)

Transcript

Key Points

Positve

Nelcast Ltd (BOM:532864) reported a significant year-on-year increase in EBITDA for Q3, up 56.5%, indicating improved profitability.
The company has successfully optimized costs, particularly in power and productivity, contributing to sustainable improvements in margins.
There is a strong demand in the MNHCV and tractor segments, supported by GST reductions, which is expected to continue driving growth.
Nelcast Ltd (BOM:532864) has made progress in its high-value product pipeline, with commercialization expected to begin in FY27, potentially boosting margins.
The company is focusing on sustainability, with over 70% of its power requirements met through renewable energy sources, setting a benchmark in the industry.

Negative

Export volumes remain below last year, although there are signs of stabilization, indicating potential challenges in international markets.
The company faces uncertainties related to raw material price fluctuations, which could impact future profitability.
There is a dependency on new product launches and market conditions, which could affect the projected growth and utilization rates.
The current order book for large castings is relatively small, comprising only 3-4% of total orders, which may limit immediate revenue growth from this segment.
Receivable days for existing export business remain high at around 150 days, impacting cash flow and working capital efficiency.

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

NLCA.NS - Nelcast Ltd
Q3 2026 Nelcast Ltd Earnings Call
Feb 10, 2026 / 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 Nerias Limited Q3 FY26 earnings call. 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. Abhishek Bhatt.

Thank you and over to you.

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Unidentified_2 [2]
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Thank you. Good morning, everyone. On

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