Steelcast Limited (513517) Earnings Call Transcripts

Steelcast Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Steelcast Limited reported a revenue of INR 112.43 crores, up 15.43% sequentially, while full-year revenue reached INR 423.17 crores, reflecting a 13.33% increase year-over-year. The company achieved a PAT of INR 23.1 crores for the quarter and INR 86.86 crores for the fiscal year, marking a growth of 12.58% and 20.31% respectively. Management maintained a positive outlook, projecting a CAGR of over 20% for the next three years and an aspiration to exceed INR 100 crores in PAT for FY '27, indicating strong growth potential and operational resilience despite external pressures.

Reported metrics

Guidance from management

Management expects to achieve a PAT of over INR 100 crores in FY '27 and anticipates a CAGR of 20%+ over the next three years, indicating strong growth prospects.

What management said

Our current year capacity utilization is expected to be around 63%, 64%. And the indications from customers are quite strong. So we don't need to wait until we reach 75% utilization. We can go ahead and decide much earlier. So hence, we are in a very advanced stage of finalizing the CapEx for capacity expansion. And we will be ready with this by July end.

Our realizations are quite steady. In spite of the geopolitical tensions and the near-term uncertainties, our realizations are steady. There have been increase in cost. And with we having sales price variation formula with all the customers, any increase in cost, we have permission to pass them on. So there is no really effect on realizations. And in terms of capacity expansion, we will be ready with the exact number...

What analysts pressed on

Analysts expressed concerns about the impact of geopolitical tensions on costs and margins, particularly regarding fuel and logistics expenses. There were also questions about the timing and scale of capacity expansion given the current utilization rates.

Main topics on the call

• Strong Revenue Growth — Steelcast reported a revenue increase of 13.33% year-over-year, reaching INR 423.17 crores for FY '26. Management noted, 'the export segment has clearly emerged as a strong growth driver,' contributing over 60% of revenu...
• Profitability Improvement — The company achieved a PAT of INR 86.86 crores for FY '26, up 20.31% from the previous year. The PAT margin improved to 20.53%, an increase of 119 basis points, indicating strong profitability.
• Cost Management Challenges — Management acknowledged increased manufacturing expenses due to higher maintenance and energy costs, stating, 'certain cost pressures were evident during the quarter.' However, they emphasized effective cost management s...
• Future Guidance and Aspirations — Management expressed confidence in achieving a PAT of over INR 100 crores in FY '27 and a CAGR of 20% over the next three years, stating, 'we remain confident of sustaining our strong growth momentum.'

Read the full Steelcast 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 8 Steelcast Limited earnings call transcripts on record, spanning February 1, 2024 to July 30, 2026. Based on this history, Steelcast Limited reports semi-annually. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

513517

Exchange

BSE

Country

IN

Sector

Materials

Industry

Metals and Mining

Calls on record

8

First call

February 1, 2024

Most recent

July 30, 2026

Reporting cadence

semi-annually