Steel Strips Wheels Ltd (NSE:SSWL)

Q2 2026 Steel Strips Wheels Ltd Earnings Call Transcript

Nov 13, 2025 / 09:30 AM GMT

Release Date Price: ₹215.36 (+0.72%)

Transcript

Key Points

Positve

Steel Strips Wheels Ltd (BOM:513262) reported a healthy top-line growth of approximately 13% during the first half of FY26, reaching 2,387 crore INR.
The Alloy wheel segment has been a standout performer, contributing 36% to total revenue and showing exceptional growth.
The new aluminum knuckle segment has made encouraging progress, generating 33 crore INR in revenue and plans to expand capacity further.
The company is focusing on expanding its footprint in European markets, which now contribute 52% of total exports.
Domestic market momentum is expected to remain strong, supported by recent GST reforms likely to boost consumption across the auto industry.

Negative

EBITDA margin witnessed pressure due to lower export volumes, particularly impacted by global uncertainties and potential US tariffs.
Export revenue declined by 26% year-on-year, primarily due to challenges in the US market, which is a key export destination.
The company faces significant challenges in the US market due to stringent tariffs, making it difficult to negotiate and maintain business.
Volume growth is expected to be lower than initially anticipated, with projections falling from 5-6% to around 2-3% due to export challenges.
The company's profitability is impacted by fluctuating raw material prices, particularly aluminum, which affects margin percentages.

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

STWH.NS - Steel Strips Wheels Ltd
Q2 2026 Steel Strips Wheels Ltd Earnings Call
Nov 13, 2025 / 09:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to Steel Strips Wheels Limited Q2 and H1 at 526 earnings call. 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, then 0 on your touchstone phone. I now hand the conference over to Mr. Dishanjan from Anandrati.

Thank you and over to you, sir.

Thank you, Dane.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Good

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.