| Revenue growth | FY26 Consolidated Revenue ₹6,133cr; Standalone ₹5,228cr. |
|---|---|
| Margins | Targeting 13-14% margins in FY27 vs 9.4% in FY26. |
| Order book | Current order book visibility at 4-5 months. |
| Demand visibility | JJM 2.0 and river-linking projects expected to drive long-term demand. |
| Management confidence | Cautiously optimistic on domestic recovery by Q2 FY27. |
Growth
FY26 consolidated revenue at ₹6,133cr; EBITDA at ₹573.6cr (9.4% margin). PAT for full year at ₹161.5cr.
Outlook
Guided FY27 dispatch of 7.4 lakh tons pipes; targeting 13-14% EBITDA margins. ₹200-250cr capex planned for new plants.
Risks
Geopolitical conflicts in Middle East (US-Iran) impacting export sales; domestic funding delays; rising coking coal and freight costs.
Earnings Call filed with BSE, NSE: ELECTCAST. Summary written with AI assistance from the document.
Electrosteel Castings Ltd: key numbers
- Share price
- ₹79.11
- Market cap
- ₹4,890 Cr
- Revenue (annual)
- ₹5,918 Cr
- Net profit (annual)
- ₹161.4 Cr
- P/E (TTM)
- 40.5×Sector 18.4×
- Promoter holding
- 50.13%+0.00% QoQ
- FII holding
- 12.80%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Electrosteel Castings Ltd
All →Electrosteel Castings Debt & Borrowing
Electrosteel Castings Limited has fixed October 7, 2026, as the record date for the redemption of its Commercial Paper. The instrument is scheduled for maturity on October 8, 2026.
Electrosteel Castings Acquisition Worth ₹0.45 Cr
Electrosteel Castings completed the acquisition of a 70% stake in Arabian Water Tech LLC for OMR 21,000 (approx. ₹0.05 Crore). The target entity has become a subsidiary.
- Value
- ₹0.45 Cr
Electrosteel Castings Annual General Meeting
Electrosteel Castings Limited held its 71st Annual General Meeting on August 31, 2026. The meeting transacted various businesses, including approval of financial statements and final dividend declaration.
Electrosteel Castings Annual General Meeting
Electrosteel Castings announced the voting results for its recent postal ballot. The shareholders approved the re-appointment and tenure revision of the company's whole-time directors.
Electrosteel Castings Earnings Call Transcript: Key Takeaways
Q1 FY27 saw consolidated revenue of Rs. 1,465 cr and PAT of Rs. 48.4 cr. Domestic demand remains soft, but management is focused on structural cost optimization and international expansion.
Electrosteel Castings Management Change
Mr. Manoj Kumar Thakur has resigned as President – Growth, Business Control and Coal at Electrosteel Castings Limited, effective from August 12, 2026.