Key takeaway: In the investor presentation dated August 11, 2026, Surya Roshni Limited reported a consolidated revenue of ₹2,046 crore for Q1 FY27, reflecting a 28% year-over-year increase. EBITDA rose by 46% to ₹120 crore, while profit after tax (PAT) surged 77% to ₹60 crore. The Steel Pipes & Strips segment achieved a revenue of ₹1,590 crore, up 32% YoY, with a volume increase of 21% to 2.28 lakh tonnes. The Lighting & Consumer Durables segment also performed well, generating ₹456 crore in revenue, a 15% increase YoY. Management highlighted a strong order book of approximately ₹800 crore and emphasized the company's strategic focus on value-added products and geographic diversification. The presentation also noted a net cash surplus of ₹337 crore as of March 31, 2026, indicating a lean balance sheet.

Key takeaway: In the earnings call for Q4 FY26, Surya Roshni Limited reported consolidated revenue of ₹2,163 crores, showing stability year-on-year. EBITDA for the quarter was ₹170 crores with a margin of 7.9%, while PAT stood at ₹98 crores. For the full year FY26, consolidated revenue reached ₹7,540 crores, a slight increase from ₹7,436 crores in FY25. The company maintained a zero-debt status with a net cash surplus of ₹337 crores. The Lighting & Consumer Durables segment achieved revenue of ₹501 crores in Q4 FY26, with a notable milestone of record monthly sales in March 2026. The Steel Pipe and Strip segment reported revenue of ₹1,662 crores for Q4 FY26, despite challenges from geopolitical disruptions. Management set a goal of 11 lakh tons in volume for FY27, anticipating a growth of 21% to 22% over FY26, supported by new capacities and strong demand in exports. The company also discussed ongoing considerations regarding a potential demerger of its Lighting and Consumer Durables business.

Key takeaway: Surya Roshni Limited's investor presentation dated May 25, 2026, reported consolidated revenue of ₹2,163 crore for Q4FY26, showing a 1% year-over-year increase and a 12% sequential rise. EBITDA was ₹170 crore with margins at approximately 7.9%. The presentation highlighted a 23% sequential increase in PAT to ₹98 crore, attributed to improved realizations and product mix. The Lighting & Consumer Durables segment achieved a 9% YoY revenue growth, while the Steel Pipes & Strips segment reported record dispatch volumes of ~2.6 lakh tonnes. The company maintained a net cash surplus of ₹337 crore as of March 31, 2026, and emphasized its strategic investments in value-added products and brand building. The order book stood at ₹1,000 crore, primarily from exports and domestic API orders, indicating strong visibility for future performance.

Key takeaway: During the Q3 FY 2026 earnings conference call, management reported a consolidated revenue increase of 3% year-on-year to Rs. 1,927 crores, with an EBITDA of Rs. 148 crores and a PAT of Rs. 80 crores. For the nine-month period, consolidated revenue reached Rs. 5,377 crores, with EBITDA at Rs. 371 crores and PAT at Rs. 188 crores. The Lighting and Consumer Durable segment saw a 6% year-on-year revenue growth to Rs. 476 crores, while the Steel Pipe and Strip segment reported revenue of Rs. 1,451 crores, reflecting a 2% increase. Management noted challenges in the API segment, which experienced a 35% decline in volume. The company maintained a zero-debt status with a net cash surplus of Rs. 245 crores. Management emphasized ongoing capacity expansion and a focus on operational efficiency despite market volatility.

Key takeaway: Surya Roshni Limited's investor presentation for February 2026 reported a 3% year-on-year increase in consolidated revenue to ₹1,927 crore for Q3 FY26, with EBITDA at ₹148 crore and a profit after tax (PAT) of ₹80 crore, affected by inventory losses in the Steel Pipes segment. The Lighting & Consumer Durables segment saw a 6% revenue growth to ₹476 crore, driven by festive demand and strong performance in LED products. The Steel Pipes business maintained stable revenues of ₹1,451 crore, supported by higher dispatch volumes, although EBITDA was impacted by inventory losses due to declining steel prices. The company highlighted its strong market position, ongoing investments in value-added products, and a net cash surplus of ₹245 crore as of December 2025, indicating a focus on financial stability and growth.