GALLANTTNSEGallantt Ispat Limited· Steel And Steel ProductsMinimalNeutral
Announced Thu, 7 May · 01:17 IST

Gallantt Ispat Limited has informed the Exchange regarding a press release dated May 06, 2026, titled "Press/Media Release in relation to Audited Financial Results for the quarter and year ended 31st March, 2026.".

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AI summary

Gallantt Ispat, Uttar Pradesh's largest rebar producer with 25% market share, reported FY26 revenue of ₹4,418.9 Cr (up 2.9% YoY) and strong PAT growth of 20.8% to ₹484.3 Cr. Q4 revenue was ₹1,204.8 Cr with PAT of ₹122.8 Cr. The company maintained healthy EBITDA margins of 17.6% despite softer steel prices, thanks to its integrated manufacturing model. EBITDA per tonne improved 5.7% to ₹8,785, driven by backward integration benefits and cost efficiencies. The company is debt-free with a ₹3,000 Cr capex programme on track for capacity expansion from 1.0 to 1.29 MMTPA by H2 FY2027, and iron ore mines expected to add ₹2,000/tonne EBITDA improvement by FY2028.

Likely market impact

Strong profitability growth with 20.8% PAT increase demonstrates the company's ability to maintain margins through an integrated, cost-efficient model. The on-track capex programme and upcoming capacity expansion position the company well for volume-driven growth, potentially positive for the stock given the zero-debt profile and improving margins.