JSW Steel Limited has informed the Exchange about Investor Presentation
JSWSTEEL · price
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JSW Steel reported a strong Q1 FY26 with consolidated revenue of ₹43,147 crore (flat YoY) but operating EBITDA surging 37% YoY to ₹7,576 crore and net profit jumping 155% YoY to ₹2,209 crore. Consolidated crude steel production rose 14% YoY to 7.26mt and sales grew 9% YoY to 6.69mt, with domestic sales up 12% YoY beating market growth of ~8%. Net Debt/EBITDA improved to 3.20x and Net Debt/Equity stood at 0.95x, both within stated caps. The company filed a review petition in the Supreme Court on the BPSL issue and reiterated FY26 guidance of 30.5mt production and 29.2mt sales. JSW One achieved unicorn status with $1bn+ valuation and 54% YoY GMV growth.
Strong Q1 earnings beat driven by higher volumes and cost benefits from lower coking coal prices; capacity ramp-up at BPSL and JVML-Vijayanagar supporting growth. Multi-year capacity expansion roadmap to 50mt by Sep'27 and decarbonization targets provide long-term visibility, though FX hit of ₹343 crore and ongoing BPSL legal overhang remain watch points.