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Investor Presentation

JSW Steel Investor Presentation: Key Takeaways

JSW Steel reports Q1 FY27 results with 7.58mt crude steel production and 7.11mt sales. Management focuses on capacity expansion to 50.3mtpa by FY30 and significant deleveraging through JFE JV transaction.

Highlights
MarginsTargeting structurally higher margins through digitalization and cost optimization.
Demand visibilityStrong domestic tailwinds from infrastructure, construction, and automotive sectors.
Management confidenceHigh; targets 13% CAGR of total capacity.

Growth

Q1 FY27 combined sales volume grew 6% YoY to 7.11mt from 6.69mt (Proforma basis).

Outlook

FY27 guidance for 29.75mt production and 28.6mt sales. Targeting 63.5mtpa total capacity by FY32.

Risks

Risks include steel price fluctuations, raw material cost volatility, and global economic conditions impacting demand.

Source

Investor Presentation filed with BSE, NSE: JSWSTEEL. Summary written with AI assistance from the document.

Read the document ↗

JSW Steel Ltd: key numbers

Share price
₹1,277.00
Market cap
₹3,12,284 Cr
Revenue (annual)
₹1,85,470 Cr
Net profit (annual)
₹22,316 Cr
P/E (TTM)
12.6×Sector 19.0×
Promoter holding
44.29%-1.03% QoQ
FII holding
25.92%Current quarter

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

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