STEEL EXCHANGE INDIA LIMITED — PPTs, 05-08-2025: Investor Presentation

**1. Financial Highlights:**

Steel Exchange India (SEIL) reports strong Q1 FY26, with Net Profit soaring 296% YoY to ₹10.23 Cr. Total Income grew 14.53% to ₹304.95 Cr. EBITDA margin improved to 11.92% (+163 BPS YoY), and Net Profit margin expanded to 3.35% (+238 BPS YoY). For FY25, Total Income was ₹1,163.37 Cr, and Net Profit was ₹25.93 Cr.

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

SEIL incorporated SEIL Infra Logistics Ltd to monetize non-core assets and sharpen focus on infra & logistics. The company is also diversifying into specialty steels under the PLI scheme, targeting import substitution and value-added product expansion.

**3. Business Developments:**

SIMHADRI TMT rebars secured approval for major AP port projects (Machilipatnam, Mulapeta). SEIL also won a ₹210 Cr contract from RINL for billet-to-TMT rebar conversion.

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

SEIL stands as a leading integrated steel manufacturer in South India, recognized for its 'SIMHADRI TMT' brand. Its integrated plant provides backward and forward integration, reinforcing its strong market presence and track record in critical infrastructure projects.

**5. Investor Implications:**

The strong Q1 performance, coupled with key project approvals and strategic diversification efforts, indicates positive growth potential for SEIL, especially within the infrastructure sector.