Nelcast Ltd (BOM:532864)

Q1 2027 Nelcast Ltd Earnings Call Transcript

Jul 28, 2026 / 05:30 AM GMT

Release Date Price: ₹116.4 (-0.17%)

Transcript

Key Points

Positve

Nelcast Ltd (BOM:532864) reported a revenue growth of 2.8% year-on-year, reaching 345.4 crores, supported by strong demand in key markets.
The company has commenced production for new products in Q2 FY27, expected to enhance profitability and drive higher capacity utilization.
Export revenue improved sequentially to INR113.3 crores, with opportunities in global markets as customers diversify sourcing strategies.
Nelcast Ltd (BOM:532864) is well-positioned for growth with a strong balance sheet and lower leverage, supporting its long-term strategy.
The company aims to achieve an EBITDA of Rs.15 per kg for the year, indicating a recovery from temporary profitability impacts.

Negative

Profitability was impacted by elevated raw material costs, labor availability challenges, and a lag in passing higher input costs to customers.
Production volumes were slightly lower due to manpower availability issues and temporary plant stoppages for improvements.
The company's EBITDA margin was lower than expected in Q1, at Rs9.48 per kg, due to temporary factors.
There is a risk of delays in ramping up new product volumes, which could impact projected revenue growth.
Order visibility remains a challenge due to market volatility, affecting the ability to forecast long-term demand accurately.

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

NLCA.NS - Nelcast Ltd
Q1 2027 Nelcast Ltd Earnings Call
Jul 28, 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 NELcast Limited Q1 FY27 Earnings Conference Call. As a reminder, all participant lines will be in 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 from EY Investor Relations.

Thank you and over to you, sir.

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Unidentified_2 [2]
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