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Earnings Call

Nelcast Earnings Call: Key Takeaways

Nelcast reported steady FY26 performance with Revenue of ₹1,342.4 Cr (+5.8% YoY) and PAT of ₹48.4 Cr (+29.9% YoY). Strategy focuses on high-value castings and export recovery.

Why this was an Alfa AlertNot a filter event. Results show growth but no mention of beating specific prior management guidance ranges.
Highlights
Revenue growth5.8% YoY for FY26; 11% for Q4FY26.
MarginsEBITDA margin improved from 8.3% to 9.3% in FY26.
Demand visibilityStrong domestic CV and tractor demand; gradual export recovery expected.
Management confidencePositive on domestic demand and rural tractor sentiment.

Growth

FY26 PAT grew 29.9% YoY; EBITDA/kg improved to ₹13.6. M&HCV sector revenue share rose to 42%.

Outlook

Targeting FY27 growth through Pedapariya plant ramp-up, value-added products, and export recovery. 160,000 MT current capacity.

Risks

Geopolitical headwinds and US economic slowdown impacted FY26 exports, which declined 13.5% YoY.

Source

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

Read the document ↗

Nelcast Ltd: key numbers

Share price
₹118.39
Market cap
₹1,030 Cr
Revenue (annual)
₹1,328 Cr
Net profit (annual)
₹48.43 Cr
P/E (TTM)
25.1×Sector 53.6×
Promoter holding
74.87%+0.00% QoQ
FII holding
0.39%Current quarter

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

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