Surya Roshni Limited — Investor Meet, 02-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Surya Roshni reported FY26 consolidated revenue of ₹7,540 Cr (EBITDA ₹541 Cr, PAT ₹286 Cr). The company is zero-debt with ₹337 Cr net cash and declared a total FY26 dividend of ₹5.00/share.

Management projects FY27 as a "historic year," targeting ₹9,400-9,500 Cr revenue and ₹680-700 Cr EBITDA. The Steel segment aims for 11 lakh tons volume, with exports expected to double, significantly boosted by a ~₹1,000 Cr US market order book for high-margin products. Lighting & Consumer Durables also shows strong growth. Despite analyst concerns on past consistency, management expressed confidence in driving growth through strategic focus and market expansion and ongoing capacity expansion.