| 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
- ₹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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Electrosteel Castings Acquisition Worth ₹0.45 Cr
Electrosteel Castings completed the acquisition of a 70% stake in Arabian Water Tech LLC for OMR 21,000 (approx. ₹0.05 Crore). The target entity has become a subsidiary.
- Value
- ₹0.45 Cr
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 reports a challenging FY26 due to domestic slowdown and fund delays in the Jal Jeevan Mission, resulting in a 25% annual volume decline.
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.