Steelcast Limited — Investor Meet, 06-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Steelcast reports robust Q2FY26: Revenue grew 42% to ₹106.7 Cr, EBITDA surged 62% to ₹34.2 Cr (32% margin), and PAT increased 75% to ₹23.2 Cr (21.8% margin). Management anticipates a softer Q3 due to US tariffs and geopolitical uncertainties, adjusting FY26 growth to approximately 12%. However, the company maintains a 20% CAGR outlook for the next three years, capitalizing on competitive pricing and customer commitment to existing supply chains. New Ground Engaging Tools (GET) orders are progressing, and a hybrid power project will boost efficiency. The company remains confident in long-term growth by diversifying globally as customers reduce reliance on China.