Key takeaway: Steelcast Limited conducted its earnings conference call on June 1, 2026, to discuss its financial performance for Q4FY26 and FY26. Management reported a revenue increase of 13.33% year-on-year, reaching ₹423.17 crore, with EBITDA growing by 17.30% to ₹129.64 crore. The company achieved a PAT of ₹86.86 crore, reflecting a 20.31% increase. For Q4FY26, revenue was ₹112.43 crore, up 15.43% from the previous quarter. Management highlighted strong demand in the export segment, which contributed over 60% of revenues. They noted some cost pressures due to higher maintenance and energy costs but maintained a disciplined approach to cost management. Management set a goal of achieving over ₹100 crore in PAT for FY27 and expressed aspirations to double sales by FY29. They also indicated plans for capacity expansion by July 2026, driven by strong customer demand. The call concluded with management emphasizing their commitment to long-term value creation for stakeholders.

Key takeaway: Steelcast Limited submitted an investor presentation for the quarter and year ended March 31, 2026, highlighting its financial performance and business model. The presentation reported a revenue growth of 13% year-over-year for FY26, reaching ₹423.2 crore, with EBITDA margins at 30.6% and a PAT margin of 20.5%. Management noted strong contributions from both export and domestic segments, with exports leading performance. The company maintained cost discipline and operational stability despite commodity price volatility. The presentation outlined a goal of over 20% growth for FY27, driven by sectors such as mining and earthmoving. Steelcast emphasized its robust business model, experienced management, and strategic advantages, including a diverse product range and a strong global presence. The document also detailed the company's financial health, including a debt-free status and a balanced portfolio of domestic and export customers.

Key takeaway: During the earnings conference call for Q3 FY '26, management reported a revenue from operations of INR 97.4 crores, reflecting a 3.08% decline from INR 100.5 crores in Q3 FY '25. EBITDA increased by 6.81% to INR 31.21 crores, with an EBITDA margin of 32.04%, up 297 basis points year-over-year. Profit Before Tax (PBT) rose 8.01% to INR 27.89 crores, while Profit After Tax (PAT) grew 7.17% to INR 20.59 crores. Management noted a softer demand environment due to geopolitical uncertainties but expressed confidence in achieving 11% growth for FY '26. They highlighted competitive pricing advantages in the U.S. market and ongoing diversification efforts. The current order book stands at INR 115 crores, with exports contributing 63% of revenues. Management also discussed plans for a hybrid power plant to enhance cost efficiency and sustainability.