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Investor Presentation

Simplex Castings Investor Presentation: Key Takeaways

Simplex Castings delivered strong Q1FY27 results with 35% revenue growth and 45% PAT growth. Management is executing a strategic pivot toward high-margin sectors like Railways and Defence.

Guidance and delivery
Management target Revenue 146.0% FY28
Highlights
Revenue growth34.85% YoY for Q1FY27.
MarginsTargeting consistent 10% PAT margin by FY28.
Order bookBeyond ₹150 Crore; quarterly order book at ₹148.53+ Cr.
Demand visibilityStrong demand from thermal, power, and railway sectors.
Management confidenceHigh, citing 'strong note' start to FY27.

Growth

Revenue rose 34.85% YoY to ₹60.95 Cr; PAT increased 44.76% YoY to ₹6.86 Cr.

Outlook

Targeting ₹500 Cr revenue by FY28 with 10% PAT margin. Launching dedicated Railway Plant and evaluating inorganic acquisitions.

Risks

Company transitioning from dependence on cyclical steel industry; high entry barriers in RDSO-certified segments.

Last quarter's promises, checked

Delivered

  • Guided double-digit growth → delivered 34.85% revenue growth (= BEAT)
  • Guided 8-10% PAT margin → delivered 11.25% PAT margin (= BEAT)
  • Guided RDSO approval for bogies → delivered certification secured (= BEAT)

Partly delivered

  • Guided FY27 revenue ₹300 Cr → delivered ₹60.95 Cr in Q1 (on track for ~₹244 Cr run-rate) (= PARTIAL)
Source

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

Read the document ↗

Simplex Castings Ltd: key numbers

Share price
₹137.00
Market cap
₹561.6 Cr
Revenue (annual)
₹202.9 Cr
Net profit (annual)
₹21.26 Cr
P/E (TTM)
24.0×Sector 53.6×
Promoter holding
50.36%+0.00% QoQ
FII holding
7.46%Current quarter

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

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22:07 IST BSE
Annual General Meeting

Simplex Castings Annual General Meeting

Simplex Castings Ltd issued notice for an EGM on October 15, 2026, to approve a preferential issue of Rs. 47.15 Crore.

Value
₹47.15 Cr
19:47 IST BSE
Management Change

Simplex Castings Management Change

Simplex Castings Limited has appointed Mr. Urlam Jaya Manmadha Rao as a Non-Executive Independent Director. He brings extensive leadership experience in infrastructure and public transportation.

19:31 IST BSE
Fund Raise

Simplex Castings Fund Raise of ₹99.71 Cr

Simplex Castings' board approved a preferential issue of equity shares and warrants aggregating to Rs. 99.71 Crore to raise funds for the company.

Value
₹99.71 Cr
15:33 IST BSE
Board Meeting Date

Simplex Castings Board Meeting Date

Simplex Castings scheduled a board meeting on 23 September 2026 to consider raising funds through new equity shares or convertible warrants. No amount is specified.

17:41 IST BSE
Annual General Meeting

Simplex Castings Annual General Meeting

Simplex Castings Ltd held its 46th Annual General Meeting on September 16, 2026. Proceedings covered standard agenda items, including financial statement adoption and board appointments.

15:31 IST BSE
Credit Rating

Simplex Castings Credit Rating

Infomerics upgraded Simplex Castings' long-term bank facility rating to IVR BBB/Stable and short-term to IVR A3+. The one-notch upgrade signals improving creditworthiness for investors.