Steelcast Ltd (NSE:STEELCAS)

Q1 2026 Steelcast Ltd Earnings Call Transcript

Aug 1, 2025 / 10:30 AM GMT

Release Date Price: ₹219.52 (-3.37%)

Transcript

Key Points

Positve

Steelcast Ltd (BOM:513517) reported a 38% growth in revenue for Q1 FY26 compared to the same quarter last year.
EBITDA increased by 44% to INR 30 crore, with a margin improvement of 120 basis points to 28.1%.
The company maintained a balanced revenue mix with 46% from domestic sales and 54% from exports.
Steelcast Ltd is developing over three dozen new components, which are expected to drive growth in the coming year.
The company plans to commission a 2.4 megawatt hybrid power plant, projected to save INR 3.5 to 4 crore annually in energy costs.

Negative

The imposition of tariffs by the US government has created uncertainty and slowed down decision-making by customers.
Despite a strong performance, the company faces challenges in obtaining approval for a railroad component, which has been delayed.
The company's capacity utilization is projected to be lower than initially expected, revised down from 57% to 53%.
There is a risk associated with geopolitical issues and tariffs that could impact future growth.
The defense sector orders are still in the early stages, with limited immediate revenue impact.

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

STCL.NS - Steelcast Ltd
Q1 2026 Steelcast Ltd Earnings Call
Aug 01, 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 Q1 FI 26 Steel Cars Limited conference call hosted by Philip Capital Private client group. As a reminder, all participant lines will be in lesson 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. Please note that this conference is being recorded. I now hand the conference over to Mr. Dal Shah from Philip Capital PCG desk.

Thank you and over to you, sir.

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Unidentified_2 [2]
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