Steelcast Limited — PPTs, 30-01-2026: Investor Presentation

Steelcast delivered a strong Q3FY26, with profitability improving due to operational efficiencies and cost optimization, despite subdued demand. Revenue for Q3 was ₹97.4 Cr (-3% YoY), but Profit After Tax (PAT) grew 7% YoY to ₹20.6 Cr. For the nine-month period (9MFY26), revenue jumped 23% YoY to ₹310.7 Cr, EBITDA rose 34% to ₹95.4 Cr, and PAT surged 40% to ₹63.7 Cr, with EPS at ₹6.29.

Strategically, Steelcast is expanding its product portfolio, customer base, and market presence. Key focus areas include new geographies, strengthening existing client ties, and adding new sectors. They are developing ~40 new components, including Ground Engaging Tools (GETs). A 2.4 MW hybrid power plant is set for commissioning by June 2026, projected to save ~₹3.6 Cr annually in power costs. The company is also entering new segments like Railways and Defence, expecting repeat orders from overseas defence.

Management anticipates early double-digit growth in FY26, with mining, earthmoving, GET, and defence being key drivers. They aim to maintain current margin levels, supported by an adequate order book.