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Kalyani Cast-Tech reported strong H1 FY26 results with total income up 33% to INR94.24 crores (vs INR70.60 crores), EBITDA up 16%, and profit rising ~19% from INR8 crores to INR9.5 crores. EPS grew to INR13.11 (from INR11.16) and book value rose to INR103 (from INR81), with debt nearly nil. The company secured orders worth INR140 crores for FY26, of which INR92.6 crores has already been executed, and added new clients including Amba Coach Builders, Western Carriers, and Ministry of Earth Sciences. Management is expanding into wagon manufacturing (7,500-7,800 units/year capacity), set up a Gati Shakti Rail Terminal with in-principle railway approval, and is building a steel foundry on 144 acres of newly acquired land in Gujarat's Kachchh region, with total capex of INR170-200 crores. They also introduced world-first stainless steel containers and foldable container designs for steel product transportation.
Strong H1 performance and robust order pipeline suggest healthy near-term growth, while the multi-product expansion into wagons and rail terminals positions the company for significant scale-up over coming years. However, management declined to give FY26 full-year revenue guidance and deferred FY27 outlook, leaving visibility limited despite the INR4,000 crore 7-8 year ambition mentioned by analysts.