Jindal Stainless Ltd (NSE:JSL)
₹ 734.65 +2.15 (+0.29%) Market Cap: 605.36 Bil Enterprise Value: 647.00 Bil PE Ratio: 18.66 PB Ratio: 3.06 GF Score: 84/100

Q4 2025 Jindal Stainless Ltd Earnings Call Transcript

May 9, 2025 / 10:30 AM GMT
Release Date Price: ₹579.6 (-1.47%)

Key Points

Positve
  • Jindal Stainless Ltd (BOM:532508) reported a 9% year-on-year growth in sales volume for FY25, driven by strong domestic demand in sectors like railways, automotive, and infrastructure.
  • The company has acquired a 9.62% stake in M1 Exchange, which is expected to enhance supply chain efficiency and reduce working capital cycles.
  • Jindal Stainless Ltd (BOM:532508) has made significant strides in renewable energy, with the largest captive solar plant in Orissa, reducing CO2 emissions by 32,000 metric tons annually.
  • The company maintained its net debt at INR 4,500 crores despite significant investments, reflecting strong balance sheet management.
  • Jindal Stainless Ltd (BOM:532508) is expanding its market presence globally, with a focus on regions like Japan, South Korea, and the Middle East, and expects a 25-30% growth in export volumes.
Negative
  • The company's EBITDA per ton dropped below INR 14,000 in Q4, affected by unfavorable global economic conditions and pricing pressures.
  • Exports fell by 24% during FY25, highlighting challenges in international markets.
  • The company faces uncertainties in the global market, particularly with trade policies and tariffs affecting export dynamics.
  • There is a significant reliance on the domestic market to offset export declines, which may pressure margins.
  • The company's expansion plans, including the Maharashtra project, are long-term and may take several years to materialize, potentially delaying capacity growth.


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

JIST.NS - Jindal Stainless Ltd
Q4 2025 Jindal Stainless Ltd Earnings Call
May 09, 2025 / 10:30AM 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 Jindal Stainless Limited Q4 FI 25 earnings conference call hosted by JM Financial Institutional Securities Limited.

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 this 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. Ashutosh Somani from JM Financial Institution Securities Limited.

Thank you and over to you, sir.

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