STEEL EXCHANGE INDIA LIMITED — Investor Meet, 03-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Steel Exchange India (SEIL) reported a strong Q4 FY26, with revenue up 19% QoQ to ₹287.7 Cr, EBITDA leaping 118% to ₹50.1 Cr (17.4% margin), and Net Profit surging 442% to ₹12.4 Cr. Full-year FY26 revenue reached ₹1,066.4 Cr, with PAT at ₹27 Cr. Management is optimistic, focusing on debt reduction (₹68 Cr cut in two quarters) and leveraging IMR Group's ₹300 Cr investment for raw material security and global expansion. Operational efficiency is boosting volumes (Q4 rebar sales ~50k tons, targeting double for FY27), with capacity utilization projected to reach 70-75% after capex completion by Q2 FY27. Strategic land acquisitions for logistics and a green steel plant are underway. The outlook remains robust amidst strong demand drivers.