Jindal Stainless Limited — PPTs, 10-11-2025: Investor Presentation

Jindal Stainless delivered strong Q2 & H1 FY26 performance. Consolidated Net Revenue increased 11% YoY to 10,893 Cr, with PAT soaring 33% YoY to 808 Cr for Q2. H1 PAT rose 21% YoY to 1,523 Cr. Sales volume grew 15% YoY to 648 '000 MT in Q2, primarily driven by 91% domestic sales. EBITDA also saw significant growth, up 17% YoY to 1,388 Cr for the quarter.

The company aims to expand its annual melt capacity to 4.2 million tonnes by FY27 and enhance operational efficiency through integrated operations.

Demand remained robust across segments like automobiles, pipes & tubes, railways (coaches, metros), and infrastructure in Q2. The outlook for Q3 FY26 appears positive, boosted by a recent GST cut and increased construction activities. Steady demand from Oil & Gas, Power, and Water sectors, alongside emerging applications, is set to drive future growth. The company maintains a healthy balance sheet with Net Debt/Equity at 0.9 and Net Debt/EBITDA at 0.7 as of September 2025.