JSW Steel Limited — PPTs, 14-05-2026: Investor Presentation

JSW Steel posted robust FY26 results with consolidated crude steel production up 8% YoY to 30.14mt and sales rising 12% to 29.63mt, marking highest-ever sales. Q4 saw 96% capacity utilization in India. FY26 revenue hit ₹1,85,470 Cr, with normalised Net Profit at ₹8,698 Cr. Significantly, JSW Steel became a net exporter in FY26.

The company is strategically expanding, targeting 50mtpa in India (+JVs) by FY31 and 62mtpa (+JVs) by FY32, with a strong focus on sustainability and achieving Net Neutral carbon emissions by 2050.

Recent highlights include the JFE Steel JV (deleveraging ~₹30,000 Cr) and a new POSCO JV for a 6mtpa greenfield plant in Odisha by 2031. JSW One, their digital marketplace, turned profitable in Q4 with GMV surging 57% YoY to ₹6,184 Cr.

Financial health improved dramatically: Net Debt to Equity at 0.51x (from 0.94x) and Net Debt to EBITDA at 1.81x (from 3.34x). A dividend of ₹7.1 per share was announced. Management guides for FY27 consolidated crude steel production of 29.75mt and sales of 28.60mt, backed by planned capex of ₹22,000-24,000 Cr.