India · Delayed Price · Currency is INR Shyam Metalics and Energy Earnings Call Transcripts
Fiscal Year 2026
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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 stainless expansion, with robust cash flows and conservative leverage supporting future growth.
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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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Q2 saw 23% revenue and 32% EBITDA growth year-over-year, driven by higher finished steel volumes and value-added products. CapEx is 80% complete, with major expansions on track and a strong balance sheet. Outlook remains positive with double-digit growth and margin improvement expected.
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Q1 FY 2026 saw 22% revenue growth and 19% EBITDA increase, driven by strong operational efficiency and new capacity ramp-ups. Major CapEx projects are on track, with margins expected to remain stable despite some pricing pressure in the monsoon quarter.
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 plant commissioning and a focus on value-added products. CapEx execution remains strong, with further margin and EBITDA growth expected from ongoing expansions and operational efficiencies.