Thaai Casting Limited — Investor Meet, 03-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Thaai Casting delivered strong H2 FY26 and full-year FY26 results. H2 total income grew 21.97% YoY to ₹83.88 Cr, with Net Profit at ₹6.58 Cr. Full-year income reached ₹146.36 Cr (+18.89%), and Net Profit was ₹12.75 Cr (+15.32%). EBITDA margins stood at 24.93% for FY26. Operational cash flow saw significant improvement.

The order book stands at around ₹800 Cr (excluding gas nitrating), bolstered by new domestic orders. The company is investing in heavy machining for wind energy, expecting ramp-up in FY27. Its high-margin gas nitriding service generated about ₹10 Cr, with plans for more furnaces. Management is confident about strategic expansion into high-value segments and increasing exports.