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Investor Presentation

Steel Authority of India (SAIL) Investor Presentation: Key Takeaways

SAIL reported Q1 FY27 Revenue of Rs. 26,010 crore with a PAT of Rs. 1,636 crore. Focus remains on operational efficiency with EBITDA margin improving to 16.7%.

Highlights
MarginsEBITDA margin expanded to 16.7% in Q1 FY27.
Demand visibilityStrong domestic finished steel consumption growth of ~8% YoY.

Growth

Revenue grew marginally from Q1 FY26 (Rs. 25,731 crore). EBITDA rose significantly to Rs. 4,356 crore from Rs. 2,925 crore.

Outlook

Strong domestic steel consumption growth (~8%) and improved techno-economic parameters like BF productivity and specific energy consumption.

Risks

Global steel production decline, international price volatility in Coal/Iron Ore, and slowdown in advanced economies.

Last quarter's promises, checked

Delivered

  • Guided ~20MT sales volume FY26 → delivered 19.9MT (= BEAT)
  • Guided ~INR 110,000cr Revenue FY26 → delivered ~INR 110,000cr (= BEAT)
  • Guided inventory reduction → delivered ~1MT reduction (= BEAT)

Missed

  • Guided INR 10,000cr Capex FY26 → delivered INR 9,100cr (= MISS)
Source

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

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Steel Authority of India (SAIL) Ltd: key numbers

Share price
₹185.00
Market cap
₹76,415 Cr
Revenue (annual)
₹1,10,811 Cr
Net profit (annual)
₹3,373 Cr
P/E (TTM)
17.9×Sector 19.0×
Promoter holding
65.00%+0.00% QoQ
FII holding
7.09%Current quarter

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

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SAIL held its 54th AGM on September 24, 2026, approving financial statements, director appointments, and a final dividend of Rs. 2.35 per share.

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Steel Authority of India (SAIL) Capital Structure Change

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Execution
28.04.2026 - 01.09.2026