• The document contains the transcript of Steelcast Limited's earnings conference call for Q4 FY26 and full year FY26, conducted on June 01, 2026, following the Board of Directors meeting held on May 30, 2026.
  • The conference call was an earnings call to discuss the company's performance for the quarter and full year ended March 31, 2026, with management providing financial results and business updates.
  • Management participants included: Mr. Chetan Tamboli (Chairman & MD), Mr. Rushil Tamboli (Whole Time Director), Mr. Subhash Sharma (ED & CFO), and Mr. Umesh Bhatt (Company Secretary).
  • The transcript is available on the company's website at: https://steelcast.net/pdf/investor/SteelcastTranscriptEdited_EY.pdf
  • Financial highlights disclosed during the call:
  • FY26 Performance (YoY): Revenue from operations at ₹423.17 crore (up 13.33% from ₹373.39 crore in FY25); EBITDA at ₹129.64 crore (growth of 17.30%); PAT at ₹86.86 crore (growth of 20.31%); EBITDA margin at 30.64% (increase of 104 bps); PAT margin at 20.53% (increase of 119 bps)
  • Q4 FY26 Performance (QoQ): Revenue from operations at ₹112.43 crore (up 15.43% from ₹97.40 crore in Q3FY26); EBITDA at ₹34.25 crore (growth of 9.74%); PAT at ₹23.18 crore (growth of 12.58%)
  • Business updates and guidance:
  • Exports contributed over 60% of revenues in FY26
  • Company maintains debt-free balance sheet with cash reserves of ~₹114 crores
  • 2.4 MW hybrid power project under commissioning by June 2026, expected annual savings of ~₹3.6 crore
  • Guidance: Estimated CAGR of around 20% over next three years; Aspiration to achieve more than ₹100 Cr PAT in FY27; Goal to double sales in FY29 compared to FY26 with present capacity
  • Capacity expansion decision expected by end of July 2026 (previously contemplated for December 2026)
  • Current capacity utilization at 63-64%, with order book of approximately ₹130-135 crores (110-120 day cycle)
  • Sustainable EBITDA margins of 25-26% expected going forward
  • The company indicated that no unpublished price sensitive information (UPSI) would be shared during the call, as referenced in the safe harbor statement mentioned on Page 29 of the Investor Presentation.

Additional Notes Section

  • The document includes the full transcript of the earnings conference call with analyst Q&A session.
  • The transcript contains detailed financial data and business updates as presented during the call.
  • The company filed this transcript pursuant to Regulation 30 and 46 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.