Gallantt Ispat Limited — Investor Meet, 04-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Gallantt Ispat reported Q1 FY27 revenue of INR 1,146 Cr (+2% YoY) and PAT of INR 124 Cr (11% margin). Despite a seasonally soft quarter, higher input costs, and a pellet plant shutdown, the company maintained stable operating performance QoQ, showcasing business model resilience. Capacity expansion to 1.23MT and renewable energy projects are progressing for H2 FY27 commissioning. The company remains debt-free, funding its INR 3,000 Cr capex through internal accruals. Management is optimistic about India's long-term steel demand (7-9% growth), expecting price recovery from Q3 onwards. Strategic focus is on integration, cost efficiency, and brand strengthening.