Q3 2026 Steelcast Ltd Earnings Call Transcript
Key Points
- EBITDA grew by 6.81% to INR31.21 crore, with a margin increase of 297 basis points to 32.04%.
- PBT increased by 8.01% to INR27.89 crore, with a margin improvement of 294 basis points.
- Steelcast Ltd (BOM:513517) expects to deliver 11% growth in FY26 over FY25, supported by a healthier demand outlook.
- The company enjoys a competitive pricing advantage in the US market, being 5% to 13% more competitive than Chinese offerings.
- Steelcast Ltd (BOM:513517) is actively diversifying its customer base and geographic reach, with plans to expand into 18 countries.
- Revenue from operations saw a moderate degrowth of 3.08% compared to Q3 FY25.
- Capacity utilization for the quarter was low at 46%.
- The company faces near-term geopolitical uncertainties, particularly affecting export markets.
- US tariffs pose a challenge, with additional impacts of 50% on products.
- There is a potential risk of raw material cost increases due to changes in the Alang Ship Breaking Yard operations.
Ladies and gentlemen, good day, and welcome to the Steelcast Limited Q3 FY26 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Kanav Khanna from EY. Thank you, and over to you, sir.
Thank you, Muskan. Good evening, everyone. We welcome you all to Steelcast Limited's earnings call to discuss the Q3 FY26 financial results. Today, from the management side, we have with us Mr. Chetan Tamboli, Chairman and Managing Director; Mr. Rushil Tamboli, Whole-Time Director; Mr. Subhash Sharma, Executive Director and Chief Financial Officer; and Mr. Umesh Bhatt, Company Secretary. Please note, a copy of the disclosure is available in the Investors section of the website as well as on the stock exchanges. Please further refer to the detailed safe harbor statement in the investor presentation of the company.
Please note that anything said on this call, which reflects the outlook for the future or which could be construed as a forward-looking
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