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Investor Presentation

Steel Strips Wheels Investor Presentation: Key Takeaways

SSWL reported robust Q1 FY27 results with 27% revenue growth and 43% PAT growth, driven by alloy wheels and premium product mix.

Guidance and delivery
Management target Revenue 20.0% FY27
Highlights
Revenue growth27% YoY growth in Q1 FY27.
MarginsEBITDA per wheel increased to ₹314 from ₹262 YoY.
Order bookBhuj plant capacity for knuckles and aluminum wheels is almost sold out.
Demand visibilityStrong domestic demand; exports recovering as global trade conditions normalize.
Management confidenceHigh; citing robust demand and new capacity being sold out.

Growth

Revenue rose 27% YoY to ₹1,509 Cr; EBITDA grew 32% to ₹165.17 Cr; PAT jumped 43% to ₹71.51 Cr.

Outlook

Targeting 20%+ revenue growth for FY27; ₹600 Cr capex planned for aluminum wheels, knuckles, and brownfield steel wheel expansion.

Risks

Commodity price volatility and West Asia geopolitical tensions remain key headwinds; intense competition in alloy wheels noted.

Last quarter's promises, checked

Delivered

  • Guided EBITDA/wheel ~300 → delivered 314 (= BEAT)
  • Projected highest ever monthly sales → delivered 27% YoY growth (= BEAT)
  • Guided revenue run rate ~₹6000 Cr → delivered ₹1509 Cr in Q1 (= BEAT)

Partly delivered

  • Guided PAT growth 15-20% → delivered 43% in Q1 (Partial as full year pending) (= PARTIAL)
Source

Investor Presentation 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.