Full Year 2025 JSW Steel Ltd Earnings Call Transcript
Key Points
- JSW Steel Ltd (BOM:500228) reported the highest-ever quarterly crude steel production at 7.63 million tonnes, marking a 12% year-over-year increase.
- The company achieved its highest-ever steel sales at 26.5 million tonnes for FY '25, with domestic sales growing by 30% year-over-year.
- JSW Steel Ltd (BOM:500228) launched GreenEdge, a low-emission steel brand, contributing to over 1 million tonnes of CO2 savings.
- The company received responsible steel certification for four plants and was recognized as a 2025 Sustainability Champion by the World Steel Association.
- JSW Steel Ltd (BOM:500228) plans to enhance raw material security by commissioning new mines in Karnataka and Goa, targeting significant production increases.
- The company faced a sharp decline in exports by 27% to 6.3 million tonnes, resulting in India remaining a net importer for the second consecutive year.
- JSW Steel Ltd (BOM:500228) is dealing with legal challenges regarding its resolution plan for BPSL, with the Supreme Court rejecting the plan and directing refunds.
- The Italian operations were impacted by delayed orders and rail system congestion, resulting in an EBITDA loss of EUR 0.7 million.
- The company's net debt increased by around INR4,350 crores, despite better cash generation and working capital release.
- There are ongoing geopolitical tensions and tariff escalations affecting the global economy, which could impact future growth.
Ladies and gentlemen, good day, and welcome to the Q4 FY '25 Earnings Conference Call of JSW Steel Limited. (Operator Instructions)
Please note that this call is being recorded. I now hand the conference over to Mr. Ashwin Bajaj, Group Head of Investor Relations. Thank you, and over to you, sir.
Thanks, operator, and a very good evening, everyone. Welcome to JSW Steel's Earnings Call for Q4 and Financial Year 2025. We have with us today the management team represented by Mr. Jayant Acharya, Joint MD and CEO; Mr. G.S. Rathore, Chief Operating Officer; Mr. Arun Maheshwari, Director of Commercial and Marketing; and Mr. Swayam Saurabh, CFO. We'll start with opening remarks by Mr. Acharya, and then open the floor to questions. So with that, over to you, Mr. Acharya.
Yes. So good evening, everyone. The global economy, as you know, is navigating a period of volatility, shaped by tariff escalations and ongoing
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