Steelcast Limited — Investor Meet, 05-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Steelcast's Q3 FY26 revenue was INR97.4 Cr, a 3.08% YoY dip, but EBITDA rose 6.81% to INR31.21 Cr (32.04% margin) and PAT grew 7.17% to INR20.59 Cr (21.14% margin). Q3 was softer due to geopolitical issues, but management expects Q4 to rebound. They project 11% growth for FY26 and 20% CAGR over the next three years, driven by 144 new parts under development. Capacity utilization was 46%, targeting 90% by FY29. An INR115 Cr order book is set for Q4. Export diversification, competitive US pricing despite tariffs, and new segments like Defence and GET are key strategic focus areas. The company is confident about future growth and maintaining stable margins.