| Management target | Revenue 23.0% FY27 |
|---|
| Revenue growth | Revenue up 28% YoY to ₹2,046 Cr driven by volume expansion. |
|---|---|
| Margins | Steel EBITDA per ton pressured by ₹800 freight hit; Lighting margins improving. |
| Order book | Order book stands at ₹800 Cr; US export orders reach 78,000 tons. |
| Demand visibility | Strong domestic infrastructure demand; export demand recovering with US market opening. |
| Management confidence | Balanced; confident in long-term targets despite near-term logistical cost pressures. |
Growth
Revenue grew 28% YoY to ₹2,046 Cr; Lighting and Steel Pipe volumes rose 15% and 21% respectively.
Outlook
Targets 2 million tons capacity by FY28-29 and ₹500 Cr wire business revenue in three years.
Risks
Ocean freight surge impacted EBITDA by ₹800/ton; Middle East geopolitical uncertainty slows specific regional orders.
Last quarter's promises, checked
Delivered
- Guided zero-debt status → delivered zero-debt with ₹337 Cr cash surplus (= BEAT)
- Guided 43% value-added product mix → delivered 43% for FY26 (= BEAT)
- Guided 9.04 lakh tons FY26 volume → delivered 9.04 lakh tons (= BEAT)
Partly delivered
- Guided 1.4 lakh tons exports → delivered 1.36 lakh tons (= PARTIAL)
Missed
- Guided Q4 Steel EBITDA ₹5,500-6,000/ton → delivered ₹5,121/ton (= MISS)
- Guided Q4 Steel volume 2.9 lakh tons → delivered 2.6 lakh tons (= MISS)
- Guided FY26 Steel EBITDA ₹446 Cr → delivered ₹385 Cr (= MISS)
Earnings Call Transcript filed with BSE, NSE: SURYAROSNI. Summary written with AI assistance from the document.
Surya Roshni Ltd: key numbers
- Share price
- ₹227.45
- Market cap
- ₹4,950 Cr
- Revenue (annual)
- ₹7,540 Cr
- Net profit (annual)
- ₹285.8 Cr
- P/E (TTM)
- 15.9×Sector 19.0×
- Promoter holding
- 63.02%+0.02% QoQ
- FII holding
- 3.81%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Surya Roshni Ltd
All →Surya Roshni Annual General Meeting
Surya Roshni Ltd held its 53rd Annual General Meeting on September 15, 2026, transacting ordinary and special business items via video conferencing.
Surya Roshni Investor Presentation: Key Takeaways
Surya Roshni reported strong Q1FY27 results with 28% Revenue growth and 77% PAT growth, driven by record volumes in Steel Pipes and all-time high Lighting sales.
Surya Roshni Q1 FY27 Results: Net Profit ₹59.6 Cr, Up 77.4% YoY
Surya Roshni Ltd reported revenue from operations of ₹2,046 Cr (+27.5% YoY) and net profit of ₹59.6 Cr (+77.4% YoY) for Q1 FY27.
- Key figure
- Net profit ₹59.6 Cr · +77.4% YoY
Surya Roshni Earnings Call: Key Takeaways
Surya Roshni delivered stable Q4FY26 revenue of ₹2,163cr with improved sequential EBITDA margins (7.9%). The company is now debt-free with a net cash surplus of ₹337cr.
Surya Roshni Earnings Call: Key Takeaways
Surya Roshni delivered a resilient performance in Q4 FY26 despite significant geopolitical headwinds impacting exports. Management remains optimistic about FY27, targeting a major jump in export volumes and overall EBITDA.
Surya Roshni Earnings Call: Key Takeaways
Surya Roshni reported Q4FY26 revenue of ₹2,163 crore and PAT of ₹98 crore. The company is focusing on value-added steel products and expanding its FMEG presence with a net cash surplus of ₹337 crore.