Steel Strips Wheels Limited — Investor Meet, 30-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Steel Strips Wheels (SSWL) reported Q3 FY26 revenue of Rs. 1,321 Cr (+23% YoY) and EBITDA of Rs. 128 Cr (+8% YoY). 9M FY26 PAT was Rs. 138 Cr. EBITDA per wheel reached Rs. 260, targeting Rs. 270 for Q4 FY26 and higher next year. The company sees record domestic demand, with aluminum wheels, trucks, and tractors driving growth and full capacity utilization. A new Rs. 420 Cr CAPEX in Bhuj will add 1.2 million alloy wheel and 0.6 million knuckle capacity. Outlook remains bullish, with an expected Rs. 6,000 Cr turnover in FY27 from existing assets, potentially Rs. 6,500 Cr if U.S. tariffs normalize. Management is confident in continued growth, driven by value-added products and market share expansion in profitable segments.