Gallantt Ispat Limited — PPTs, 27-07-2026: Investor Presentation

Gallantt Ispat's Q1 FY27 revenue hit ₹1145.7 Cr (up 2% YoY), with PAT at ₹123.7 Cr (down 29% YoY but up 1% QoQ). EBITDA was ₹203.4 Cr (down 2.6% QoQ). Profitability saw pressure from higher raw material costs, partly due to a pellet plant maintenance shutdown requiring open market iron ore buys.

The company is driving a ₹3000 Cr capex program, having already deployed ₹775 Cr without new debt. A major focus is ₹1500 Cr for backward integration into iron ore mines, targeting a significant EBITDA boost of ~₹2,000/tonne. Capacity is expanding to 12.3 lakh MT, supported by new solar power plants (18 MW soon, 60 MW by Q4 FY27) for energy self-reliance. Management highlights building "Mines-to-Mill" advantages for structural profitability and continued operational efficiency.