Investor Presentation
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Karbonsteel Engineering submitted its investor presentation to BSE ahead of a virtual analyst meet on January 14, 2026. The company manufactures heavy steel, precision steel, steel bridge, and pre-engineered building structures, serving clients like Arcelor Mittal Nippon Steel, Tata Projects, L&T, and John Cockerill. FY25 revenue stood at ₹27,305.35 lakhs (up 25% YoY) with EBITDA of ₹3,660.93 lakhs and PAT of ₹1,415.93 lakhs; H1FY26 revenue grew 31% YoY to ₹13,970.28 lakhs with PAT up 29%. The order book grew from ₹221 crores (Sept-24) to ₹250 crores (Dec-25), with 96.63% of FY25 revenue coming from repeat customers. Umbergaon capacity is being expanded from 36,000 MTPA to 54,000 MTPA (total 60,000 MTPA) by March 2026, and management has guided for 30-40% revenue growth in FY26 supported by government infrastructure spending, railway, and defence opportunities.
The strong order book, high repeat-customer share (96.63%), and near-full capacity utilization (99% at Umbergaon) signal robust near-term revenue visibility, while the upcoming capacity expansion in March 2026 should enable further scaling. Investors should watch execution of the Umbergaon expansion and the company's ability to commercialize defence and export opportunities that management has flagged as future growth areas.