Thaai Casting Limited — PPTs, 29-05-2026: Investor Presentation

Thaai Casting (TCL) posted solid H2 FY26 & FY26 results!

1. **Business Performance:** H2 FY26 Total Income grew 21.97% YoY to ₹83.88 Cr, with Net Profit at ₹6.58 Cr (+15.68% YoY). For FY26, Total Income hit ₹146.36 Cr (+18.89% YoY), Net Profit ₹12.75 Cr (+15.32% YoY). TCL shines in high-precision casting & machining for automotive (Hyundai, Tata Motors), renewables, and industrial clients.

2. **Growth Drivers/Strategy:** Strategic expansion includes new land for gas nitriding & steel machining, plus a dedicated plant for wind energy gear shaping. Focus on automation via robotic cells and Industry 4.0, aiming for AS9100 for aerospace. Global reach and a strong order book over ₹600 Cr drive future growth.

3. **Recent Developments:** FY26 saw aggressive capacity expansion and infrastructure investments. Cash flow from operations surged ~2,887% YoY to ₹35.44 Cr. Global visibility boosted by EUROGUSS 2026 participation.

4. **Key Financial Metrics:** H2 FY26 EPS: ₹2.70 (+9.76% YoY). FY26 EPS: ₹5.35 (+11.92% YoY). EBITDA margins stayed robust: 24.03% (H2) & 24.93% (FY26).

5. **Management Outlook:** Management is focused on sustainable growth, operational excellence, and strengthening TCL as a globally competitive engineering partner, backed by healthy long-term revenue visibility.