Nelcast Ltd (BOM:532864)

Q4 2026 Nelcast Ltd Earnings Call Transcript

May 19, 2026 / 05:30 AM GMT

Release Date Price: ₹136.45 (-2.92%)

Transcript

Key Points

Positve

Nelcast Ltd (BOM:532864) reported a 5.8% year-on-year growth in total revenue for FY26, reaching 1,342.4 crores.
EBITDA increased by 17.8% to 124.5 crores, with the EBITDA margin improving to 9.3% from 8.3% in FY25.
Profit after tax grew by 29.9% to Rs 48.4 crores, with the PAT margin improving to 3.6%.
The company has made significant progress in its strategic initiatives, including the ramp-up of the Pedaparia plant and new product development.
Nelcast Ltd (BOM:532864) has improved its financial flexibility by reducing its debt-to-equity ratio to 0.4 times from 0.5 times last year.

Negative

Export demand was below last year's levels for most of FY26, impacting overall performance.
Capacity utilization at the Gudur plant was low at about 55%, primarily due to export-driven production and tariff impacts.
The Pedaparia plant's capacity utilization was only 27% for the year, indicating underutilization.
EBITDA per kg moderated in Q4 due to lower export contributions and increased raw material prices.
There are concerns about labor availability impacting operations at the start of FY27.

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

NLCA.NS - Nelcast Ltd
Q4 2026 Nelcast Ltd Earnings Call
May 19, 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 the Nelcast Limited Q4 and FY26 Earnings Conference 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 touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Abhishek Bhatt from ENY.

Thank you and over to you, sir.

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Unidentified_2 [2]
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