| Revenue growth | FY26 Consolidated Revenue ₹6,133cr; Standalone ₹5,228cr. |
|---|---|
| Margins | Targeting 13-14% margins in FY27 vs 9.4% in FY26. |
| Order book | Current order book visibility at 4-5 months. |
| Demand visibility | JJM 2.0 and river-linking projects expected to drive long-term demand. |
| Management confidence | Cautiously optimistic on domestic recovery by Q2 FY27. |
Growth
FY26 consolidated revenue at ₹6,133cr; EBITDA at ₹573.6cr (9.4% margin). PAT for full year at ₹161.5cr.
Outlook
Guided FY27 dispatch of 7.4 lakh tons pipes; targeting 13-14% EBITDA margins. ₹200-250cr capex planned for new plants.
Risks
Geopolitical conflicts in Middle East (US-Iran) impacting export sales; domestic funding delays; rising coking coal and freight costs.
Earnings Call filed with BSE, NSE: ELECTCAST. Summary written with AI assistance from the document.
Electrosteel Castings Ltd: key numbers
- Share price
- ₹72.34
- Market cap
- ₹4,472 Cr
- Revenue (annual)
- ₹5,918 Cr
- Net profit (annual)
- ₹161.4 Cr
- P/E (TTM)
- 37.0×Sector 19.0×
- Promoter holding
- 50.13%+0.00% QoQ
- FII holding
- 12.80%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Electrosteel Castings Ltd
All →Electrosteel Castings Debt & Borrowing
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- Value
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Electrosteel Castings Earnings Call Transcript: Key Takeaways
Q1 FY27 saw consolidated revenue of Rs. 1,465 cr and PAT of Rs. 48.4 cr. Domestic demand remains soft, but management is focused on structural cost optimization and international expansion.
Electrosteel Castings Investor Presentation: Key Takeaways
Electrosteel Castings reported Q1FY27 consolidated revenue of ₹1,426 Cr and EBITDA of ₹139 Cr (9.5% margin). The company is diversifying into valves and industrial paints while leveraging backward integration.
Electrosteel Castings Q1 FY27 Results: Net Profit ₹48.4 Cr, Down 45.7% YoY
Electrosteel Castings Ltd reported revenue from operations of ₹1,426 Cr (-8.5% YoY) and net profit of ₹48.4 Cr (-45.7% YoY) for Q1 FY27.
- Key figure
- Net profit ₹48.4 Cr · -45.7% YoY
Electrosteel Castings Earnings Call: Key Takeaways
Electrosteel Castings reported a decline in FY26 consolidated performance with revenue down 19.2% YoY and PAT down 77.2% YoY, primarily due to slowing domestic demand for DI pipes.