Shankara Building Products Limited — Investor Meet, 02-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Shankara Building Products reported a strong Q1FY26: steel volumes surged 35% YoY to 2.38 lakh tons, their highest Q1 ever. Net profit more than doubled (+102% YoY) to Rs. 32 Cr, while EBITDA rose 43% to Rs. 59 Cr with improved margins at 3.58%. Despite market challenges, volume and value growth hit 35% and 27% respectively. Two new fulfillment centers opened. Management is confident of achieving 1 million tons steel for FY26, targeting 4% EBITDA margins for the marketplace in two years. Demerger completion is expected by Q3FY26. A confident outlook, focusing on market share gains and strategic expansion.