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Investor Presentation

Bajaj Steel Industries Investor Presentation: Key Takeaways

Q1FY27 revenue grew 11.9% YoY to Rs 120.4 Cr, but margins faced sharp pressure from high raw material costs. Company is diversifying into Infrastructure and Heavy Engineering.

Highlights
MarginsEBITDA margin dropped to 4.9% from 12.6% YoY due to cost escalations.
Order bookRs 605 Cr total; Cotton Ginning segment accounts for Rs 376 Cr.
Demand visibilityStrong order book of Rs 605 Cr as of August 2026.

Growth

Revenue grew 12% YoY; Heavy Engineering and Infrastructure segments delivered ~32% and ~35% YoY growth respectively.

Outlook

Order book at Rs 605 Cr; management expects performance and profitability to improve progressively in coming quarters.

Risks

Sharp increase in steel and raw material prices impacted profitability; volatile global trade conditions.

Source

Investor Presentation filed with BSE, NSE: BAJAJST. Summary written with AI assistance from the document.

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Bajaj Steel Industries Ltd: key numbers

Share price
₹348.10
Market cap
₹724.0 Cr
Revenue (annual)
₹524.2 Cr
Net profit (annual)
₹36.90 Cr
P/E (TTM)
24.8×Sector 53.6×
Promoter holding
56.62%+0.00% QoQ
FII holding
0.04%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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