Pursuant to Regulation 30 of SEBI Listing Regulations, 2015, please find enclosed the Investor Presentation on the Financial Results of the Company for the quarter and year ended March 31, 2026.
BAJAJST · price
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Bajaj Steel Industries reported a challenging FY26 with revenue declining 10.4% YoY to Rs 524.2 Cr, driven primarily by lower export revenues from its Cotton Ginning Machinery segment (~60% of total revenue). EBITDA fell 34.6% to Rs 60.3 Cr with margin contracting to 11.5% from 15.8%, while PAT dropped 56.2% to Rs 36.9 Cr (though FY25 included a one-time Rs 26.5 Cr dividend from US subsidiary). Q4 was particularly weak with revenue down 23.9% YoY due to order conversion delays and volatile global trade conditions. Despite the downturn, the company maintains a healthy order book of Rs 587 Cr across all segments and expects improvement in performance with better market conditions and execution. The balance sheet remains strong with negative net debt-to-equity of -0.1x and operating cash flow of Rs 78 Cr.
The significant profit decline despite large order book visibility signals execution challenges and sector headwinds that may weigh on near-term stock performance. However, strong cash generation and diversified order pipeline provide some cushion for recovery.