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Earnings Call

Karbonsteel Engineering Earnings Call: Key Takeaways

Karbonsteel Engineering crossed ₹300cr revenue in FY26. Management is transitioning to high-precision custom heavy fabrication, exiting smaller facilities, and implementing automation to expand margins.

Why this was an Alfa AlertNot a filter event. Management met revenue targets but missed ideal levels of 340cr due to labor/gas issues.
Highlights
Revenue growthSurpassed 300 crores for the first time in FY25.
MarginsEBITDA margin at 10.86%; expecting 12-13% normalized margin with automation.
Order bookCurrent order book at ₹350cr; targeting ₹500cr to reach ₹400cr revenue.
Demand visibilityOrder book grew from 200cr to 350cr as of May.
Management confidenceHigh; citing strong order book visibility and 90-95% repeat business.

Growth

Revenue crossed ₹300cr in FY25/FY26. Normalized PAT estimated at ₹16.56cr after one-time adjustments. Production volume increased 22%.

Outlook

Expanding capacity from 30,000 to 54,000 tons by Oct 2025. Targeting ₹1,000cr long-term revenue and 7-8% PAT margins.

Risks

Operational challenges due to LPG supply Force Majeure, labor migration, and rising input costs for consumables/transport.

Source

Earnings Call filed with BSE, BSE: 544511. Summary written with AI assistance from the document.

Read the document ↗

Karbonsteel Engineering Ltd: key numbers

Share price
₹124.15
Market cap
₹175.6 Cr
Revenue (annual)
₹300.9 Cr
Net profit (annual)
₹10.51 Cr
P/E (TTM)
16.7×Sector 19.0×
Promoter holding
51.78%
FII holding
1.55%Current quarter

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

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