| Revenue growth | 13.33% YoY for FY26; 15.43% QoQ for Q4FY26. |
|---|---|
| Margins | Sustainable EBITDA margins guided at 25-26% despite recent 28-30% highs. |
| Order book | Cycle of 110-120 days; stands at approximately ₹130–135 crores. |
| Demand visibility | Strong indications from global OEMs; export demand consistently outperforming domestic. |
| Management confidence | High; confident in sustaining 20%+ CAGR despite global uncertainties. |
Growth
FY26 Revenue: ₹423.17cr (+13.3% YoY); PAT: ₹86.86cr (+20.3% YoY); EBITDA margin improved 104 bps to 30.64%.
Outlook
Targeting 20%+ CAGR for next 3 years; FY27 PAT goal >₹100cr; plan to double sales by FY29.
Risks
Geopolitical tensions impacting fuel/freight costs; slowdown in railroad segment; raw material cost volatility (+10% in March).
Last quarter's promises, checked
Delivered
- Guided 11% FY26 growth → delivered 13.3% (= BEAT)
- Guided sustainable EBITDA 27-28% → delivered 30.64% (= BEAT)
- Guided 56 parts developed in FY25 → delivered 56 parts (= BEAT)
Partly delivered
- Guided order book ₹115cr → delivered ₹130-135cr (= BEAT on value but cycle remains 110-120 days)
Missed
- Guided ~90% utilization by FY28 → delayed to FY29 (= MISS)
Earnings Call filed with BSE, BSE: 513517. Summary written with AI assistance from the document.
Steelcast Ltd: key numbers
- Share price
- ₹376.50
- Market cap
- ₹3,810 Cr
- Revenue (annual)
- ₹423.2 Cr
- Net profit (annual)
- ₹86.86 Cr
- P/E (TTM)
- 42.0×Sector 53.6×
- Promoter holding
- 45.00%+0.00% QoQ
- FII holding
- 0.29%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Steelcast Ltd
All →Steelcast Investor Presentation: Key Takeaways
Steelcast reported strong Q1FY27 results with 17% revenue growth and healthy margins. Strategy focuses on de-risking via sectoral diversification (mining, earthmoving, construction) and significant capacity expansion via a new Greenfield Foundry.
- Call
- Guides 30% growth
Steelcast Q4 FY26 Results: Net Profit ₹23.2 Cr, Down 13.4% YoY
Steelcast Ltd reported revenue from operations of ₹112.4 Cr (-6.4% YoY) and net profit of ₹23.2 Cr (-13.4% YoY) for Q4 FY26.
- Key figure
- Net profit ₹23.2 Cr · -13.4% YoY