Steel Authority of India Limited — Investor Meet, 01-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

SAIL's Q1 FY27 call highlights strong profitability despite lower production due to planned capital repairs. EBITDA jumped 50%+ to ₹4,356 Cr, with margins at 16.7%. PAT soared 150%+ to ₹1,636 Cr. Debt-equity improved to 0.36. Average NSR increased by ₹5,000/tonne QoQ. Management aims for full-year volume growth, cost reduction (₹2,000-3,000/tonne this year), and higher captive iron ore sales. Expects Q2 NSR to dip slightly due to monsoon but foresees softening coal costs. Long-term capex plans are robust, signaling growth focus. Management is confident on demand.