BEEKAYBSEBeekay Steel Industries LtdHighNeutral
Announced Sat, 14 Feb · 18:10 IST

Submission of Financial Results for the Quarter & Nine Months ended 31st December 2025 under reg 33 of SEBI LODR

Ebitda Margin CompressionResults View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Beekay Steel Industries reported standalone revenue from operations of Rs. 287.92 crore in Q3 FY26, up about 6% year-on-year, and Rs. 836.42 crore for nine months FY26, up about 12% from Rs. 745.85 crore a year ago. However, profitability weakened sharply: standalone Q3 PAT fell to Rs. 13.25 crore from Rs. 22.49 crore YoY, and nine-month PAT dropped to Rs. 55.53 crore from Rs. 84.91 crore, a decline of roughly 35%. EBITDA margin compressed materially as power & fuel, finance costs, depreciation, and other expenses rose faster than revenue. Separately, CFO Manav Bansal stepped down from the CFO role (he stays on as Whole-time Director) and Ashok Agarwal, a Chartered Accountant with 26+ years of finance experience, was appointed as the new CFO. Statutory auditor Rustagi & Associates issued an unmodified limited review opinion on both standalone and consolidated results.

Likely market impact

Revenue growth is healthy but a sharp ~35% YoY drop in nine-month profit and visible EBITDA margin compression are negative signals for near-term earnings quality, which could weigh on the stock. The CFO transition adds some governance uncertainty, though the new appointee brings strong listed-company finance experience.