Gallantt Ispat Limited — Investor Meet, 12-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Gallantt Ispat reported FY26 revenue of INR 4,418.92 Cr (up 3.95%) and PAT of INR 484.27 Cr. Q4 revenue grew 12.93% QoQ to INR 1,204.81 Cr. The company is net-debt free with strong cash flows, funding its INR 3,000 Cr capex program primarily through internal accruals. This capex includes capacity expansion to 1.3 million tons by H2 FY27, solar power projects (78MW) for INR 30-40 Cr annual savings, and mine development by FY28. Management expects EBITDA to improve by INR 2,000/ton from captive mines, driving overall margins to ~20%. Strategic focus remains on deepening integration, cost efficiency, and leveraging India's structural steel demand within existing strong markets.