Nelcast Limited — PPTs, 27-07-2026: Investor Presentation

Nelcast saw Q1FY27 revenue grow 2.8% to ₹345.4 Cr, driven by healthy demand. The Tractor segment's revenue contribution increased to 27.1%, while M&HCV remained the largest contributor. Profitability was temporarily hit by elevated raw material costs and labor issues, leading to an EBITDA of ₹20.1 Cr and PAT of ₹5.1 Cr. Exports stood at ₹113.3 Cr, showing sequential improvement.

Looking ahead, Nelcast is focused on launching new, high-margin products, including axles for high-HP tractors and electrical power steering components, targeting U.S. markets. Key strategies involve boosting operational efficiency to drive plant utilization (e.g., Pedapariya beyond 40%) and improving profitability through a better product mix and customer price revisions. Management expects healthy demand across domestic and export markets, with new products ramping up to contribute significantly by H2FY27, aiming for improved EBITDA/kg.