JSW Steel Ltd (NSE:JSWSTEEL)

Q1 2027 JSW Steel Ltd Earnings Call Transcript

Jul 17, 2026 / 12:00 PM GMT

Release Date Price: ₹1237.3 (+1.33%)

Transcript

Key Points

Positve

JSW Steel Ltd (BOM:500228) reported a strong financial performance with consolidated revenues of 47,364 crores and an EBITDA margin of 20%.
The company achieved its best-ever Q1 flat sales, which grew by 9% year-over-year, and hot cold sales were up 18% YOY.
JSW Steel Ltd (BOM:500228) successfully executed its first Green Edge export order, marking a milestone in its low-emission steel brand initiative.
The company's overseas operations, including the Ohio EA facility and the Texas plate and pipe mill, generated positive EBITDA, indicating improved operational efficiency.
JSW Steel Ltd (BOM:500228) has strategically enhanced its raw material security with 25 iron ore mines and initiatives in coking coal, aiming for significant cost advantages in the future.

Negative

India became a net importer of steel in Q1, with imports growing by 22% quarter-on-quarter and exports falling by 16%, impacting domestic market dynamics.
The company faced higher input costs due to the Middle East conflict, with coking coal prices increasing by around $17 per ton, higher than anticipated.
Retail sales experienced pressure due to higher imports and channel de-stocking, affecting overall sales performance.
The automotive sector, while showing growth, faces risks from below-normal monsoon conditions, which could impact rural demand.
JSW Steel Ltd (BOM:500228) anticipates higher coking coal costs in Q2, which could impact profitability despite expected cost reductions in subsequent quarters.

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

JSTL.NS - JSW Steel Ltd
Q1 2027 JSW Steel Ltd Earnings Call
Jul 17, 2026 / 12:00PM 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 JSW Steel Limited Q1 FY27 Earnings Conference Call.

As a reminder, all participant clients 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, 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. Ashwin Bajaj, Group Head, Investor Relations.

Thank you, and over to you, sir.

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Unidentified_2 [2]
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