India · Delayed Price · Currency is INR Jai Balaji Industries Earnings Call Transcripts
Fiscal Year 2027
-
Q1 FY27 revenue rose 24% YoY, adjusted EBITDA 46% and PAT 21%, with value-added products at 42% of sales. DI pipes remain hampered by delayed government orders, while capacity expansion and stronger ferroalloy demand support the outlook.
Fiscal Year 2025
-
FY2025 faced weaker government spending, lower realizations and Q4 inventory losses, while debt fell sharply. FY2026 targets include 25%–30% revenue growth, 16%–17% EBITDA margin and 4 lakh tons of DI pipe output.
-
H1 revenue, EBITDA and PBT fell 8%, 30% and 34% YoY, while the strategy prioritizes DI pipes, specialized ferroalloys and debt reduction. Capacity additions and stronger DI volumes underpin FY25 guidance and a 12-month net term-debt-free target.
-
Q1 FY25 revenue rose 15% YoY to INR 1,718 crore and PAT rose 26% to INR 209 crore. Expansion is focused on DI pipes and ferro alloys, funded internally, while management targets lower debt and expects robust DI demand.
Fiscal Year 2024
-
FY24 set records for revenue and profit as margins and debt metrics improved. Capacity investment and value-added products underpin FY25 growth and margin targets, while raw-material volatility and project execution remain key considerations.
-
Record Q3 and 9M results reflected stronger value-added sales, realizations and cost efficiencies. Expansion is intended to lift capacity and margins, while management targets net debt-free status within 18 months.