Steel Strips Wheels Limited (513262) Earnings Call Transcripts

Steel Strips Wheels Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY 2026, Steel Strips Wheels Limited reported record revenue of INR 1,475 crores, a 20% year-on-year increase, driven by strong domestic demand and improved capacity utilization. The company achieved its highest ever EBITDA of INR 152.52 crores for the quarter, although profit after tax (PAT) was slightly lower at INR 202 crores due to increased depreciation. Management projects a PAT growth of 15% to 20% for FY 2027, supported by anticipated high capacity utilization and favorable market conditions, particularly in the export segment, which is expected to recover significantly following tariff rationalization in the U.S. market.

Reported metrics

Guidance from management

Management maintained a PAT growth guidance of 15% to 20% for FY 2027, supported by expected high capacity utilization and recovery in export markets.

What management said

So given these 2 key assets, we believe that the exports should be in the range of INR 600 crores in this financial year. And if at all, they should be a little more, but it's definitely in that range of INR 600 crores.

And this would be the second highest ever. The first highest was just after COVID, and this would be second -- this is really remarkable. And this is based on a diversified portfolio. Earlier, during the post-COVID times we were dependent majority -- majorly on the U.S. market. But now as Aditya mentioned that we are -- we've got access [indiscernible] to the market. We've got access to the European market. And of co...

What analysts pressed on

Analysts expressed concerns about the impact of labor shortages on revenue and the ability to maintain margins amid rising raw material costs. There were also questions regarding the company's debt profile following capital expansion plans.

Main topics on the call

• Record Revenue Growth — Steel Strips Wheels achieved a record revenue of INR 1,475 crores in Q4 FY 2026, up 20% YoY from INR 1,234 crores. Management noted, "We have delivered our highest ever revenue, registering a growth of 17% Y-o-Y" for the...
• EBITDA Performance — The company reported an EBITDA of INR 152.52 crores for Q4, marking the highest quarterly EBITDA to date. Management emphasized that this was supported by "better operating leverage" and increased contributions from prem...
• Future PAT Guidance — Management expects a PAT growth of 15% to 20% for FY 2027, citing strong demand across domestic and export segments. They stated, "We foresee great demand in the export segment" as tariffs normalize.
• Export Market Recovery — Exports declined by 19% last year due to tariffs but are projected to recover to INR 600 crores in FY 2027. Management noted, "We expect some favorable outcome" from ongoing trade negotiations with the U.S.

Read the full Steel Strips Wheels Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 11 Steel Strips Wheels Limited earnings call transcripts on record, spanning July 17, 2023 to July 16, 2026. Based on this history, Steel Strips Wheels Limited reports quarterly. The most recent call on file is dated July 16, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

513262

Exchange

BSE

Country

IN

Sector

Consumer Discretionary

Industry

Automobile Components

Calls on record

11

First call

July 17, 2023

Most recent

July 16, 2026

Reporting cadence

quarterly