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Earnings Call Transcript

Jindal Saw Earnings Call Transcript: Key Takeaways

Revenue growth is masked by severe EBITDA compression due to geopolitical delays in the MENA region and rising raw material costs.

Highlights
Revenue growth5.8% YoY consolidated; hit by shipping delays in MENA region.
MarginsEBITDA margins compressed to 8%; impacted by logistics and coal costs.
Order bookRecord ₹17,000 Cr including new LOIs from CIS and SE-Asia.
Demand visibilityStrong export inquiry levels; domestic water segment execution remains soft.
Management confidenceBalanced, but cautious regarding external geopolitical disruptions and cost pressures.

Growth

Consolidated revenue grew 5.8% YoY; however, margins were hit by higher logistics and coking coal prices.

Outlook

Order book stands at ₹17,000 Cr including new LOIs; H2 expected to outperform H1.

Risks

MENA geopolitical tensions causing shipping delays; rising raw material costs squeezing DI pipe margins.

Source

Earnings Call Transcript filed with NSE, NSE: JINDALSAW. Summary written with AI assistance from the document.

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Jindal Saw Ltd: key numbers

Share price
₹241.05
Market cap
₹15,415 Cr
Revenue (annual)
₹17,895 Cr
Net profit (annual)
₹973.4 Cr
P/E (TTM)
28.1×Sector 16.7×
Promoter holding
63.24%-0.01% QoQ
FII holding
11.32%Current quarter

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

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