Shyam Metalics and Energy Limited — PPTs, 23-07-2025: Investor Presentation

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**Financial Highlights:**

For the quarter, Revenue reached Rs 4,419 Cr (+22.4% YoY), PAT Rs 291 Cr (+5.3% YoY), and Operating EBITDA Rs 580 Cr (+18.8% YoY). Operating EBITDA margin was 13.1%. The company maintains a cash-positive position.

**Strategic Initiatives & Growth Drivers:**

Pursuing "Ore to Metal" integration, the company targets ~2x revenue and ~2.5x EBITDA growth by FY30E, fully funded internally. Growth focuses on high-margin, value-added products across steel, stainless steel, and aluminium, supported by 78% captive power.

**Business Developments:**

Key expansions include a Cold Rolling Mill, enhanced stainless steel capacity via Mittal Corp, and carbon steel improvements via Ramsarup Industries. Wagon manufacturing and expanded aluminium foil operations are advancing. New SEL Tiger roofing sheets launched; an interim dividend of Rs 1.80/share declared.

**Market Position & Competitive Advantage:**

Positioned as India's 6th largest integrated steel producer and a leading sponge iron/pellet player. Also the largest aluminium foil exporter, demonstrating a low-cost, consistently profitable model backed by a CRISIL AA (Positive) rating.

**Investor Implications:**

Robust expansion plans and disciplined capital allocation indicate strong growth potential. Investors should monitor project execution as the company diversifies into high-margin segments.