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Earnings Call

Steel Strips Wheels Earnings Call: Key Takeaways

SSWL reported strong Q1FY27 performance with revenue up 27.2% YoY to ₹1,510 Cr and PAT up 43.3%. Strategy focuses on shifting sales mix toward high-margin alloy wheels and aluminum knuckles.

Highlights
Revenue growth27.2% YoY growth in Q1FY27.
MarginsEBITDA margin expanded 40 bps YoY to 10.7%.
Demand visibilityStrong domestic demand; exports showing signs of recovery in June.
Management confidenceHigh, citing favorable product mix and domestic demand recovery.

Growth

Revenue grew 27% YoY; EBITDA rose 33% to ₹162 Cr; PAT increased 43% to ₹72 Cr.

Outlook

Expanding alloy wheel capacity by 1.2M and knuckles by 0.6M; Alloy wheel market projected to grow 12% p.a.

Risks

Export revenue declined from ₹160 Cr to ₹127 Cr YoY due to tariff-related disruptions.

Last quarter's promises, checked

Delivered

  • Guided June sales would be highest number → Q1FY27 revenue ₹1,510 Cr (= BEAT)
  • Guided improved domestic demand → Q1FY27 revenue up 27.2% YoY (= BEAT)
  • Guided EBITDA margin expansion via product mix → Margin rose 40 bps to 10.7% (= BEAT)

Partly delivered

  • Guided PAT growth 15-20% → Q1FY27 PAT grew 43% (Exceeding annual pace) (= BEAT)

Missed

  • Guided export recovery range ₹600 Cr/year → Q1FY27 exports declined to ₹127 Cr (= MISS)
Source

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

Read the document ↗

Steel Strips Wheels Ltd: key numbers

Share price
₹378.75
Market cap
₹5,956 Cr
Revenue (annual)
₹5,183 Cr
Net profit (annual)
₹190.2 Cr
P/E (TTM)
28.0×Sector 33.6×
Promoter holding
61.14%+0.00% QoQ
FII holding
8.60%Current quarter

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

More from Steel Strips Wheels Ltd

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15:12 IST BSE
Promoter Buying

Steel Strips Wheels Promoter Buying

Sunena Garg, a promoter of Steel Strips Wheels Limited, acquired 1,00,005 equity shares via the open market. This transaction increased her individual stake from 3.60% to 3.66%.

Promoter stake change
+0.06%
14:03 IST BSE
Promoter Buying

Steel Strips Wheels Promoter Buying

Sunena Garg, a promoter of Steel Strips Wheels, bought 16,600 equity shares in the open market on 15 Sep 2026. Her holding rose to 3.60% of the company.

Promoter stake change
+0.01%
12:48 IST BSE
Promoter Buying

Steel Strips Wheels Promoter Buying

Promoter Sunena Garg acquired 48,000 Steel Strips Wheels shares in the open market. Post-deal promoter holdings rose to 61.14% of total voting capital.

Promoter stake change
+0.03%
16:32 IST NSE
Annual General Meeting

Steel Strips Wheels Annual General Meeting

Steel Strips Wheels Ltd scheduled its 40th AGM for September 30, 2026. The record date for dividend entitlement is set for September 23, 2026.

16:27 IST BSE
Management Change

Steel Strips Wheels Management Change

Steel Strips Wheels Ltd has appointed Mr. Vineet Aggarwal and Mr. Amit Kumar Sharma as Senior Management Personnel. These appointments are effective from September 3, 2026.

16:20 IST NSE
Board Meeting Outcome

Steel Strips Wheels Board Meeting Outcome

Steel Strips Wheels approved re-appointments of two directors and the upcoming AGM schedule. The board also proposed enhancing the company's borrowing limit to ₹3,500 Crore.