| Revenue growth | ₹54,486 Cr revenue; high volume growth offset by lower long-steel realizations. |
|---|---|
| Margins | EBITDA margin at 18%; pressured by $10/ton coking coal cost spike. |
| Order book | Record domestic sales; outperforming national consumption growth rates. |
| Demand visibility | Strong; 7-8% domestic demand growth driven by public/private infrastructure capex. |
| Management confidence | Balanced; focused on long-term capacity expansion despite immediate cost pressures. |
Growth
Consolidated sales grew 13% YoY to 7.46 million tons, outpacing 7-8% Indian market growth.
Outlook
Capacity expansion to 78 million tons by 2032 with a ₹1.48 lakh crore capex pipeline.
Risks
Rising coking coal costs (+$25/ton) and volatile long steel prices remain significant margin headwinds.
Earnings Call Transcript filed with NSE, NSE: JSWSTEEL. Summary written with AI assistance from the document.
JSW Steel Ltd: key numbers
- Share price
- ₹1,241.20
- Market cap
- ₹3,03,530 Cr
- Revenue (annual)
- ₹1,85,470 Cr
- Net profit (annual)
- ₹22,316 Cr
- P/E (TTM)
- 10.7×Sector 16.9×
- Promoter holding
- 44.30%+0.01% QoQ
- FII holding
- 26.23%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from JSW Steel Ltd
All →JSW Steel Merger & Restructuring Worth ₹0.26 Cr
JSW Steel approved incorporation of a wholly-owned UAE subsidiary for overseas investment and trading. Cash consideration of AED 100,000 (~₹0.26 Cr) for 100% equity.
- Value
- ₹0.26 Cr
JSW Steel Debt & Borrowing: ₹22.43 Cr
JSW Steel paid Rs.22.43 Crore of quarterly interest on its Non-Convertible Debentures on 23 October 2026. The payment services existing debt and raises no new capital.
- Value
- ₹22.43 Cr
JSW Steel Investor Presentation: Key Takeaways
Q2 FY27: consolidated sales 7.46mt (+13% YoY), net profit ₹5,359 cr, reported EBITDA ₹10,120 cr. Strategy: 62mtpa (+JV) capacity by FY32 via organic and JV expansion.
JSW Steel Capacity Expansion: ₹7,500 Cr Investment
JSW Steel's board approved a 5 MTPA steel expansion at its Sambalpur JV requiring Rs. 7,500 crore total equity. A UAE subsidiary for overseas business was also approved.
- Value
- ₹7,500 Cr
- Execution
- approximately 3.5 years from April 2027
- steel production capacity expansion
- 5 MTPA
JSW Steel Q2 FY27 Results: Net Profit ₹5,359 Cr, Up 225.6% YoY
JSW Steel Ltd reported revenue from operations of ₹54,486 Cr (+20.7% YoY) and net profit of ₹5,359 Cr (+225.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹5,359 Cr · +225.6% YoY
JSW Steel Other Announcement
JSW Steel Ltd has submitted its quarterly shareholding pattern filing as mandated by SEBI regulations for the period ended September 30, 2026.