Steelcast Limited — Investor Meet, 07-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Steelcast reports strong Q1 FY26: Revenue up 38% YoY to ₹106.7 Cr, PAT up 54% to ₹19.9 Cr, with stable 28.1% EBITDA margins. Management expects 18-20% growth this year despite global issues, citing no direct impact from US tariffs as duties on Indian goods are significantly lower than Chinese. Order book stands at ₹80 Cr. The company is advancing in defense exports, expects initial orders to ship. Capacity utilization hit 53%, with plans for 84% by FY28. Strategic focus on diversified growth, new components, and value-added sub-assemblies for improved margins. Overall sentiment is confident on continued growth and market positioning.