India · Delayed Price · Currency is INR Shyam Metalics and Energy Earnings Call Transcripts
Fiscal Year 2026
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FY26 saw record revenue, profit, and volume growth, supported by strong demand and disciplined capital allocation. Major CapEx in stainless steel, aluminum, and wagons will drive future growth, with a focus on integration, sustainability, and value-added products.
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Strong revenue and profit growth in FY 2026 driven by volume expansion, value-added products, and operational efficiency. Major CapEx of INR 2,700 crore approved for specialty steel and downstream expansion, funded mainly by internal accruals. Robust outlook with 30% growth targeted for FY 2027.
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Strong Q3 and nine-month results with double-digit revenue and volume growth, driven by capacity expansion and value-added products. New CapEx of INR 6,660 crore approved, with robust demand outlook and margin improvement expected in coming quarters.
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Revenue and EBITDA grew over 20% year-over-year, driven by higher volumes and value-added products. Major CapEx projects are on track, with prudent capital allocation and a strong balance sheet supporting future growth. CRISIL upgraded the credit rating to AA+ Stable.
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Q1 FY 2026 saw strong revenue and EBITDA growth, driven by high utilization of new facilities and value-added products. Major CapEx projects are on track, with robust demand expected from infrastructure spending and continued focus on operational efficiency and integration.
Fiscal Year 2025
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Q4 FY25 saw 15% revenue and 17% EBITDA growth year-over-year, with strong operational efficiency and new product launches. CapEx execution remains robust, with major projects on track and a positive outlook for FY27 revenue and EBITDA.
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Q3 FY25 saw 13.2% revenue growth and a 57% rise in PAT, driven by new capacity commissioning and a focus on value-added products. Margin improvements are expected as new plants stabilize, with a long-term EBITDA target of INR 4,000 crores by FY28.