Electrosteel Castings Limited — PPTs, 06-02-2026: Investor Presentation

Electrosteel Castings reported Q3FY26 consolidated revenue of ₹1,526 Cr, down 16.1% YoY, with EBITDA at ₹88 Cr (down 70.1% YoY) and a consolidated net loss of ₹22 Cr. This dip is mainly due to a temporary slowdown in Jal Jeevan Mission (JJM) funding.

Strategically, the company acquired Italy-based T.I.S. Service S.p.A., a leading valve manufacturer, enhancing its water infrastructure presence. This acquisition brings a patented product that converts pressure dispersion into electricity, alongside operational synergies. Long-term growth is anchored in India's "Viksit Bharat Vision" and substantial government initiatives like JJM and AMRUT 2.0, driving robust demand for water infrastructure.

Key financials for 9MFY26 show consolidated revenue at ₹4,602 Cr (down 19.3% YoY) and PAT at ₹145 Cr (down 73.1% YoY). The net debt-to-equity ratio improved to 0.18.

Management's outlook remains positive, banking on continued government focus on water security and infrastructure development to fuel demand despite recent funding delays.