JSW Steel Ltd (NSE:JSWSTEEL)

Q3 2025 JSW Steel Ltd Earnings Call Transcript

Jan 24, 2025 / 12:45 PM GMT

Release Date Price: ₹932.45 (+0.27%)

Transcript

Key Points

Positve

JSW Steel Ltd (BOM:500228) achieved its highest ever consolidated crude steel production in Q3 at 7.03 million tons, marking a 2% year-over-year increase.
The company reported its highest ever quarterly domestic sales, with value-added and special product sales comprising 60% of total sales.
JSW Steel Ltd (BOM:500228) successfully ramped up its BPSL expansion to full capacity, contributing to increased production volumes.
The company is enhancing its raw material security with plans to reach a capacity of 11 million tons from existing mines in Karnataka and additional production from new mines.
JSW Steel Ltd (BOM:500228) is focusing on sustainability, with initiatives like deploying LNG-powered trucks and using electric vehicles for employee commutes.

Negative

Despite a strong operational performance, JSW Steel Ltd (BOM:500228) faced challenges with lower steel prices impacting financial results.
The company's US operations reported a net loss of $17.9 million due to lower market realizations.
JSW Steel Ltd (BOM:500228) remains a net steel importer, with net imports doubling to 3.6 million tons in the first nine months of the financial year.
The company is facing regulatory uncertainties, including ongoing trade investigations and potential impacts from Karnataka's proposed mining taxation.
JSW Steel Ltd (BOM:500228) experienced a slowdown in bank credit growth and elevated food inflation, which could impact future consumption growth.

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

JSTL.NS - JSW Steel Ltd
Q3 2025 JSW Steel Ltd Earnings Call
Jan 24, 2025 / 12:45PM 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 Q3 FY25 earnings conference call of JSWD 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 the conference call? Please signal an operator by pressing star then zero on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr Ashwin Bajaj Group, Head of Investor Relations. Thank you and over to you.

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Unidentified_2 [2]
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