Steelcast Limited — PPTs, 31-07-2025: Investor Presentation

1. **Financial Highlights:**

STEELCAST's Q1FY26 revenue surged 37.8% YoY to ₹106.7 Cr. EBITDA jumped 44.2% YoY to ₹30.0 Cr (28.1% margin), and PAT grew 54.3% YoY to ₹19.9 Cr (18.6% margin). Strong demand led to increased volumes compared to last year.

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

The company projects double-digit growth for FY26, driven by mining and earthmoving. Initiatives include ~40 new components and a 2.4 MW hybrid power plant for ₹3.5-4 Cr annual savings. Adequate order books support sustained margins.

3. **Business Developments:**

STEELCAST is expanding its market presence by broadening product offerings and customer base. New segment entries, notably Railways, Ground Engaging Tools (GETs), and Defence, are expected to significantly enhance future earnings and diversify revenue.

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

A premier global player with 65 years' expertise and 29,000 TPA capacity. Debt-free, benefits from "China + 1", and strong customer loyalty. Strategic location, 80% captive power, and presence in 16+ countries fortify its competitive moat.

5. **Investor Implications:**

Solid Q1FY26 results, coupled with strategic entry into new growth segments and cost efficiencies like the new power plant, suggest positive growth potential. Established leadership and operational advantages provide a stable investment outlook.