Nelcast Limited — PPTs, 09-02-2026: Investor Presentation

Nelcast reported a strong Q3 FY26, with revenue up 11.8% YoY to ₹332.2 Cr, driven by robust domestic demand. Profitability surged as PAT jumped 166.1% YoY to ₹15.9 Cr, thanks to better product mix and operating efficiency. EBITDA per kg also improved significantly to ₹15.9 (+35% YoY). For the nine-month period (9M FY26), revenue stood at ₹971.2 Cr and PAT at ₹33.2 Cr.

Management expects healthy demand into Q4 and early FY27, with gradual export recovery and strong momentum in tractor and M&HCV segments. The company is focused on manufacturing higher value-added products, expanding exports of large castings (up to 500kg), improving capacity utilization, and cost optimization, including a new 1 MW solar plant at Pedapariya. These strategies, along with a strong new-product pipeline, aim to support sustained growth and higher EBITDA/kg.