Q1 2025 Steelcast Ltd Earnings Call Transcript
Key Points
- Steelcast Ltd (BOM:513517) maintained a strong EBITDA margin of 26% despite a revenue slowdown, exceeding their guided margin of 21%-22%.
- The company reported a PAT of INR13 crores with a PAT margin of 16.3%.
- Steelcast Ltd (BOM:513517) has repaid all short-term and long-term debt, focusing on using internal accruals for future CapEx.
- The company is expanding its export markets from 15 to 18 countries over the next two years.
- Steelcast Ltd (BOM:513517) is diversifying its business, including a significant focus on the railroad sector, aiming to grow from 3% to 20% in the next few years.
- The company experienced a revenue degrowth on a year-on-year basis due to inventory liquidation in North America and Europe.
- There was a slight slowdown in the mining, construction, and equipment sectors, affecting overall performance.
- Steel prices have seen a correction, impacting realizations and pricing pressures.
- The company is facing challenges due to global geopolitical tensions and inflation, which could impact future performance.
- Steelcast Ltd (BOM:513517) has a current order book of INR65 crores, which may not be sufficient to drive significant growth in the short term.
Ladies and gentlemen, good day, and welcome to the Steelcast Limited Q1 FY25 Earnings Conference Call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Ronak Jain from Orient Capital, their Investor Relations Advisors. Thank you, and over to you, sir.
Good afternoon, everyone. Welcome to the Q1 FY25 Earnings Conference Call of Steelcast Limited. Today on the call, we have Mr. Chetan Tamboli, Chairman and Managing Director; Mr. Rushil Tamboli, Whole Time Director; Mr. Subhash Sharma, Executive Director and Chief Financial Officer; and Mr. Umesh Bhatt, Company Secretary. Before we begin this call, I would like to give a short disclaimer. This call may contain forward-looking statements about the company, which are based on beliefs, opinion and expectations as of today. Actual results may differ materially.
These statements are not guarantees of future performance and involve unforeseen risks and uncertainties that are difficult to predict. A
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