Shankara Building Products Limited — PPTs, 28-07-2025: Investor Presentation

**1. Financial Highlights:**

Shankara reported robust Q1FY26: Revenue grew 27% YoY to ₹1,644 Cr. Steel sales were up 30% on 35% volume growth (2.38 Lakh Tonne). Non-steel revenue also saw growth. EBITDA jumped 43% YoY to ₹59 Cr (3.58% margin), and PAT surged 102% YoY to ₹32.4 Cr, reflecting strong operational gains.

**2. Strategic Initiatives & Growth Drivers:**

The company is aggressively pursuing a 1.0+ million tonne steel volume target for FY26 by expanding its portfolio and channels. Non-steel growth focuses on emerging categories like Electricals and Paints. Geographic expansion continues with new store and fulfilment center openings. An omni-channel strategy and the ongoing demerger aim for enhanced RoCE and clear growth paths.

**3. Business Developments:**

Strategic partnerships with over 100 brands are strengthening. Both Retail and Non-Retail segments achieved healthy YoY growth. New co-branded products and dedicated experience centers are boosting non-steel categories.

**4. Market Position & Competitive Advantage:**

Shankara is a leading one-stop building materials marketplace, offering a vast array of SKUs. Its extensive network of 93 stores and 33 fulfilment centers ensures broad market reach and efficient order fulfillment.

**5. Investor Implications:**

Robust Q1FY26 results highlight positive growth potential. The demerger, with an NCLT meeting set for August 21, 2025, aims to unlock value through focused entities. The marketplace segment targets significant volume and revenue growth, outlining a strategic path for future expansion.