Steelcast Ltd

Meeting Details

• Wed, 30 Sep 2026, 09:30 AM: One-on-One in-person with MetLife Investment Management.
• Wed, 30 Sep 2026, 03:00 PM: One-on-One virtual with Dhamma Capital.

Participants

• Key company participants: Chairman & Managing Director; Executive Director & CFO; Company Secretary.
• Participants will meet Investors/Analysts.

Purpose

• Purpose: Intimation of Analyst/Institutional Investor meetings.

Additional Notes

• Schedule is indicative and subject to change.
• Discussions will reference publicly available documents; no UPSI disclosed.

Meeting Details

• Sep 30, 2026, 09:30 AM, One-on-One, in-person in Bhavnagar with MetLife Investment Management Limited.
• Sep 30, 2026, 03:00 PM, One-on-One, virtual with Dhamma Capital.
• Event: Analyst / Institutional Investor meeting.

Participants

• Key company participants: Chairman & Managing Director; Executive Director & CFO; Company Secretary.

Purpose

• Purpose: general investor interaction referencing publicly available documents.

Steelcast Ltd — Trading Window closed from October 01, 2026 till 48 hours after the declaration of the Unaudited Financial Results for the quarter and half year ended September 30, 2026.

Meeting Details

• Mon 28 September 2026: One-on-One with Sundaram Alternates, virtual, 10:00 AM.
• Mon 28 September 2026: Group meeting with Bharat Connect—Rising Stars by Arihant Capital, virtual, 12:00 Noon.
• Tue 29 September 2026: One-on-One with Bellwether Capital, in-person, 10:00 AM.

Participants

• Chairman & Managing Director and Executive Director & Chief Financial Officer to participate.
• Company Secretary to accompany the meetings.

Purpose

• Intimation of Analyst/Institutional Investor meetings under SEBI LODR.
• Discussions to reference publicly available documents; no UPSI.

Additional Notes

• Schedule is indicative and subject to change.

Meeting Details

• Mon 28 Sep 2026, 10:00 AM, One-on-One, Virtual with Sundaram Alternates.
• Mon 28 Sep 2026, 12:00 Noon, Group Meeting, Virtual with Bharat Connect Rising Stars (Arihant Capital).
• Tue 29 Sep 2026, 10:00 AM, One-on-One, In-person with Bellwether Capital.

Participants

• Chairman & Managing Director.
• Executive Director & Chief Financial Officer.
• Company Secretary.

Purpose

• Analyst/institutional investor meetings in Bhavnagar.
• Discussions will reference publicly available documents; no UPSI disclosed.

Meeting Details

• 23 Sep 2026, 9:30–10:30 IST; Enam AMC; In-person; Mumbai
• 23 Sep 2026, 11:00–12:00 IST; Axis MF; In-person; Mumbai
• 23 Sep 2026, 12:30–1:30 IST; Bandhan MF; In-person; Mumbai
• 23 Sep 2026, 2:00–3:00 IST; Fyers; In-person; Mumbai
• 23 Sep 2026, 3:30–4:30 IST; BOI MF; In-person; Mumbai
• 23 Sep 2026, 5:00–6:00 IST; Malabar Investments; In-person; Mumbai
• 24 Sep 2026, 11:00–12:00 IST; 360 ONE AMC; In-person; Mumbai
• 24 Sep 2026, 12:30–1:30 IST; White Oak Capital; In-person; Mumbai
• 24 Sep 2026, 2:00–3:00 IST; Motilal Oswal MF; In-person; Mumbai
• 24 Sep 2026, 3:30–4:30 IST; Value Quest; In-person; Mumbai
• 24 Sep 2026, 5:00–6:00 IST; Alchemy PMS/Habrok Capital; Group Meeting; In-person; Mumbai

Participants

• Key company participants: Chairman & Managing Director; Executive Director & CFO; Company Secretary.

Purpose

• Analyst/Institutional Investor meetings; discussions with investors.

Additional Notes

• Schedule indicative and subject to change.
• Discussions will reference publicly available documents; no UPSI.

Meeting Details

• 23 Sep 2026, 9:30-10:30 IST, Enam AMC, One-on-One, In-person.
• 23 Sep 2026, 11:00-12:00 IST, Axis MF, One-on-One, In-person.
• 23 Sep 2026, 12:30-1:30 IST, Bandhan MF, One-on-One, In-person.
• 23 Sep 2026, 2:00-3:00 IST, Fyers, One-on-One, In-person.
• 23 Sep 2026, 3:30-4:30 IST, BOI MF, One-on-One, In-person.
• 23 Sep 2026, 5:00-6:00 IST, Malabar Investments, One-on-One, In-person.
• 24 Sep 2026, 11:00-12:00 IST, 360 One AMC, One-on-One, In-person.
• 24 Sep 2026, 12:30-1:30 IST, White Oak Capital, One-on-One, In-person.
• 24 Sep 2026, 2:00-3:00 IST, Motilal Oswal MF, One-on-One, In-person.
• 24 Sep 2026, 3:30-4:30 IST, Value Quest, One-on-One, In-person.
• 24 Sep 2026, 5:00-6:00 IST, Alchemy PMS/Habrok Capital, Group Meeting, In-person.

Participants

• Chairman & Managing Director (host).
• Executive Director & Chief Financial Officer.
• Company Secretary.

Purpose

• Analyst/Institutional investor meetings to discuss publicly available information; no UPSI.

Additional Notes

• Schedule indicative and subject to change.

Meeting Details

• Sept 17, 2026, 11:00 AM: one-on-one in-person meeting with EquiTree Capital.
• Sept 18, 2026, 11:00 AM: group virtual meeting with Kotak Securities Ltd.
• Officials from Steelcast Limited to participate.

Purpose & Participants

• Purpose: analyst/institutional investor meet discussing publicly available information.
• Discussions will reference publicly available documents; no UPSI expected.

Meeting Details

• Date and time: Wednesday, 16 September 2026 at 4:00 PM.
• Type and mode: One-on-One; Virtual.
• Investor/Analyst: SBI MF.
• Purpose: Analyst/institutional investor meeting.

Participants

• Company participants: Official(s) of Steelcast Limited (e.g., Company Secretary).
• Investor participants: SBI MF.

Financial Performance

• Revenue from operation: INR 124.82 crores in Q1 FY27, up 17% YoY.
• EBITDA: INR 35.24 crores in Q1 FY27, up 17.37% YoY.
• EBITDA margin: 28.23% in Q1 FY27, vs 28.14% in Q1 FY26.
• PAT: INR 23.71 crores in Q1 FY27, up 19.26% YoY.
• PAT margin: 19% in Q1 FY27, vs 18.64% in Q1 FY26.

Capex & Renewables

• Greenfield Foundry capacity: 8,500 tons; INR 120 crores over 2 years.
• Renewable energy projects under implementation: 2 projects; 2.4 MW hybrid (wind+solar).
• Renewables: 1.4 MW solar plant; commissioning before 31 Dec 2026.
• Greenfield plant commissioning target: 31 Mar FY28; revenues from FY29.
• Utilization target: 90% by FY29; avoid above 90% due to bottlenecks.
• Capex funding: internal accruals; company remains debt-free.

Volumes and Exports

• Q1 FY27 production: 4,700 tonnes; exports 60% of volume.
• Ground Engaging Tools share currently <1%; target 4.5-5% by FY29.
• FY27 exports around 49-50%; next year domestic ~53% and exports ~47%.
• Exports dominated by US & Germany ~70%; rest across 14 countries.
• Nine sectors drive demand; mining/earthmoving/construction ~70% of mix.

Guidance and Outlook

• FY27 revenue growth guidance: 25%.
• Long-term growth trajectory: ~20% CAGR over coming years.
• Margins to remain in guided range; operating leverage to kick in with volumes.
• Capex INR 120 crores funded by internal accruals; debt-free status.

Q&A Highlights

• Price pass-through: input costs to be passed; effective from 1st July '27.
• U.S. railroad: paused; focus on other sectors with better opportunities.
• New capex: INR 120 crores; peak revenue potential ~INR 300 crores.
• New parts contribution: ~20% of revenues over next 2-3 years.
• Order book INR 140 crores; typical visibility 3-4 months.
• Q1 FY27 production: 4,700 tonnes; exports 60%.