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Earnings Call

Thaai Casting Earnings Call: Key Takeaways

Thaai Casting Limited reported steady growth in FY26, driven by expansion into precision engineering, gear shaping, and heavy machining for EV and renewable sectors.

Why this was an Alfa AlertNot a filter event. Financial results were steady but did not reflect a material beat against management's prior specific guided ranges.
Highlights
Revenue growth18.89% YoY for FY26.
MarginsEBITDA margin at 24.93%; gas nitriding segment maintains 30%+ margins.
Order book₹800 crore excluding gas nitrating.
Demand visibilityStrong domestic order inflows across automotive and non-auto segments.
Management confidenceHigh; expanding infrastructure and technology capabilities.

Growth

FY26 consolidated Income reached ₹146.36cr (+18.89% YoY); EBITDA ₹36.48cr (+19.29% YoY); Net Profit ₹12.75cr (+15.32% YoY).

Outlook

Order book stands at ₹800cr (excluding gas nitriding). Capex for windmill gearbox shafts/planetary carriers to commercialize in FY27.

Risks

Technical snags during investor calls; risk-based manufacturing processes using ammonia/nitrogen; supply chain dependency for client-provided castings.

Source

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

Read the document ↗

Thaai Casting Ltd: key numbers

Share price
₹124.00
Market cap
₹327.0 Cr
Revenue (annual)
₹145.6 Cr
Net profit (annual)
₹12.75 Cr
P/E (TTM)
25.6×Sector 19.0×
Promoter holding
60.41%
FII holding
1.27%Current quarter

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

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Annual General Meeting

Thaai Casting Annual General Meeting

Thaai Casting Limited issued the notice for its 3rd Annual General Meeting scheduled for September 30, 2026. Agenda items include financial statement adoption and director re-appointments.