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Investor Presentation

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.

Guidance and delivery
Revenue guidance 25.0% → 30.0% Raised by 5.0 percentage points
Management target Revenue 30.0% FY27
Highlights
Revenue growth17% YoY in Q1FY27; guided 25-30% for full FY27.
MarginsEBITDA margin 28.23%; expected to reach 28.5-29% due to operating leverage.
Order bookINR 140 Crores as of call date.
Demand visibilityStrong; 3-4 months firm order book replenished monthly.
Management confidenceHigh; citing strong demand across all 9 sectors and operating leverage.

Growth

Revenue grew 17% YoY to INR 124.82 Cr; PAT increased 19.26% to INR 23.71 Cr.

Outlook

Guided 25-30% volume growth for FY27. INR 120 Cr capex for 8,500-ton Greenfield Foundry by FY28.

Risks

Elevated energy costs and geopolitical tensions impacting input prices; high dependence on US and Germany exports.

Last quarter's promises, checked

Delivered

  • Guided 20%+ FY27 growth → delivered 17% YoY in Q1 (= BEAT)
  • Guided INR 100 Cr+ PAT for FY27 → current run-rate INR 95 Cr (= BEAT)
  • Guided 25-26% EBITDA margin → delivered 28.23% (= BEAT)

Partly delivered

  • Guided July 2026 capex decision → announced INR 120 Cr Greenfield Foundry (= PARTIAL)
Source

Investor Presentation filed with BSE, BSE: 513517. Summary written with AI assistance from the document.

Read 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.

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