Nelcast Limited has informed the Exchange about Investor Presentation
NELCAST · price
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Nelcast reported strong Q4FY25 results with revenue rising 11.7% year-on-year to ₹334.4 crore, driven by a 21% jump in exports to ₹128.8 crore. Q4 EBITDA grew 77.7% YoY to ₹34.3 crore, while profit after tax surged 167.5% YoY to ₹13.5 crore, reflecting a sharp recovery after a slow nine months in FY25. EBITDA per kilogram improved 40.7% YoY to ₹14.8/kg, with the company targeting ₹15/kg going forward. For full-year FY25, revenue was flat at ₹1,268.8 crore, EBITDA was ₹105.6 crore, and PAT stood at ₹37.3 crore (down from ₹54.4 crore in FY24 which included a one-time land sale gain of ₹17.3 crore). Management cited 'green shoots' supported by a strong order pipeline, improving efficiency, and a recovery in exports, with the Indian tractor industry projected to cross 1 million units by 2026 and the M&HCV segment expected to grow in FY26.
This is a positive update for shareholders — the Q4 rebound in profitability, strong export growth, and management's confidence in hitting ₹15/kg EBITDA target suggest an improving earnings trajectory. Investors should watch for sustained order pipeline momentum and execution on capacity utilisation to drive margins higher.