ALFA Finder| Management target | Revenue FY30 |
|---|
| Revenue growth | Lower YoY due to reduced volumes. |
|---|---|
| Margins | Consolidated EBITDA margin 9.5%; targeting 12-13% exit rate. |
| Order book | 3 lakh tons, approximately 5 months of execution. |
| Demand visibility | Strong visibility from Jal Jeevan Mission 2.0 and AMRUT 2.0. |
| Management confidence | High on long-term water infrastructure demand and cost optimization. |
Growth
Consolidated sales volume fell 27% YoY to 1.20 lakh tons due to slow domestic project execution and Middle East tensions.
Outlook
Targeting 12-13% EBITDA margins by Q3/Q4 FY27. Plans to double valve revenue in four years and enter industrial paints.
Risks
Challenges include slower project execution, delayed fund disbursements, and Saudi Arabian import duties on DI pipes.
Last quarter's promises, checked
Partly delivered
- Guided 200-250 cr capex for paint/valves → projects in design phase (= PARTIAL)
Missed
- Guided 7 lakh tons pipe volume → delivered 5.84 lakh tons (= MISS)
- Guided 13-14% EBITDA margin → delivered 9.4% (= MISS)
- Guided standalone PAT growth → delivered 131.3 cr vs 161.5 cr consolidated (= MISS)
Earnings Call Transcript filed with NSE, NSE: ELECTCAST. Summary written with AI assistance from the document.
Electrosteel Castings Ltd: key numbers
- Share price
- ₹71.73
- Market cap
- ₹4,434 Cr
- Revenue (annual)
- ₹5,918 Cr
- Net profit (annual)
- ₹161.4 Cr
- P/E (TTM)
- 36.7×Sector 17.1×
- Promoter holding
- 54.53%+4.40% QoQ
- FII holding
- 8.57%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 Board Meeting Date
Electrosteel Castings will hold a board meeting on 13 November 2026 to consider its September 2026 quarter and half-year results. The trading window for designated persons has been closed since 1 October 2026.
Electrosteel Castings Other Announcement
The company filed its quarterly shareholding pattern for the period ending September 30, 2026, as per regulatory compliance requirements.
Electrosteel Castings Other Announcement
The company submitted the certificate under Regulation 74(5) of SEBI (DP) Regulations, 2018 from its Registrar and Share Transfer Agent for the quarter ended September 2026.
Electrosteel Castings Debt & Borrowing: ₹100 Cr
Electrosteel Castings Limited has successfully redeemed and repaid its Commercial Paper worth ₹100 Crore. This intimation confirms the full discharge of the company's debt obligation.
- Value
- ₹100.0 Cr
Electrosteel Castings Promoter Buying: ₹194.9 Cr
Promoters and Promoter Group members acquired shares of Electrosteel Castings Ltd worth approximately ₹194.95 Crore through open market purchases.
- Value
- ₹194.9 Cr
Electrosteel Castings Promoter Buying: ₹57.51 Cr
Promoter Group entities Tulsi Highrise and Wilcox Merchants purchased 79,88,250 shares of Electrosteel Castings in open market transactions for an aggregate Rs 57.51 Crore.
- Value
- ₹57.51 Cr
- Promoter stake change
- +1.29%