ALFA Finder| Revenue growth | 27% CAGR (FY22-26) |
|---|---|
| Margins | EBITDA margin expansion of +1,000 bps from Q3FY23. |
| Demand visibility | Strong infrastructure-led demand in UP and Gujarat. |
| Management confidence | High |
Growth
FY26 PAT grew 20.8% YoY to ₹484.3 Cr. Q1 FY27 revenue saw a slight 4.9% QoQ decline, but PAT remained stable at ₹123.7 Cr.
Outlook
₹3,000 Cr capex program for backward integration and capacity expansion to 1.23 MMTPA. Targeting ₹2,000/tonne EBITDA improvement via captive mining.
Risks
Higher raw material costs due to coal prices and maintenance-driven pellet procurement from open markets impacting EBITDA per tonne.
Last quarter's promises, checked
Delivered
- Guided 1.3 MTPA capacity expansion → delivered 1.23 MTPA plan (= PARTIAL)
- Guided ₹3,000 Cr capex via internal accruals → delivered ₹3,000 Cr funded by accruals (= BEAT)
- Targeted ₹2,000/tonne EBITDA gain via mines → maintained target in current call (= BEAT)
Partly delivered
- Guided 15-17% margins → delivered 17.8% in Q1 FY27 (= BEAT)
- Guided 90-92% capacity utilization → delivered 88% (= PARTIAL)
Missed
- Guided FY26 revenue ₹5,300-5,400 Cr → delivered ₹4,418.92 Cr (= MISS)
Investor Presentation filed with BSE, NSE: GALLANTT. Summary written with AI assistance from the document.
Gallantt Ispat Ltd: key numbers
- Share price
- ₹524.95
- Market cap
- ₹12,666 Cr
- Revenue (annual)
- ₹4,419 Cr
- Net profit (annual)
- ₹484.3 Cr
- P/E (TTM)
- 31.1×Sector 17.1×
- Promoter holding
- 70.98%+0.95% QoQ
- FII holding
- 0.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Gallantt Ispat Ltd
All →Gallantt Ispat Promoter Buying (Off-Market): ₹478.8 Cr
Santosh Kumar Agrawal proposed to acquire 80,00,000 equity shares (3.316% stake) of Gallantt Ispat Ltd from Dinesh Kumar Agarwal. This inter-se transfer within the promoter group is valued at up to Rs. 478.76 Crore.
- Value
- ₹478.8 Cr
- Promoter stake change
- +3.32%
Gallantt Ispat Promoter Buying (Off-Market)
Santosh Kumar Agrawal plans to acquire up to 80,00,000 shares (3.316%) from promoter-group member Dinesh Agarwal. Aggregate promoter holding is unchanged.
- Execution
- On or after Wednesday, 11 November 2026
Gallantt Ispat Promoter Selling (Off-Market)
Promoter and director Dinesh R. Agarwal disposed of 50 lakh Gallantt Ispat shares by gift on November 3, 2026. His holding fell from 5.65% to 3.57%.
Gallantt Ispat Promoter Selling
Promoter Dinesh R. Agarwal sold 3,89,708 Gallantt Ispat shares, reducing holding to 5.65%. The filing's sale mode conflicts with its gift note, so no value is taken.
Gallantt Ispat Promoter Selling: ₹149.8 Cr
Gallantt Industry Private Limited, a promoter group entity, sold its entire 2,651,975 shares (1.10%) in Gallantt Ispat via NSE block deal on October 22, 2026. Post-sale holding is nil.
- Value
- ₹149.8 Cr
- Promoter stake change
- -1.10%
Gallantt Ispat Promoter Buying (Off-Market)
Gallantt Ispat promoter group member Smriti Agrawal received 91,98,700 shares by gift, raising holding to 4.85%. No consideration was paid, so no value applies.
- Promoter stake change
- +3.81%