NELCASTNSENelcast Limited· Castings/ForgingsMediumNeutral
Announced Mon, 18 May · 19:13 IST

Nelcast Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

NELCAST · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-3.1%1-day move
₹140.10
prior close
₹136.51
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+3.1+2.6+1.8-1.0-3.1-4.7-3.6-2.0-2.2-0.1-2.2-1.5-8.6
Up moveDown movePending
AI summary

Nelcast Limited reported FY26 revenue of ₹1,342.4 Cr (up 5.8% YoY) with PAT of ₹48.4 Cr, a strong 29.9% growth. Q4FY26 showed revenue of ₹371.1 Cr (up 11% YoY) with PAT of ₹15.3 Cr (up 12.7% YoY). EBITDA margin expanded 95 basis points to 9.3% in FY26, while EBITDA per kg improved to ₹13.6 (up 7.9% YoY). The company reduced net debt from ₹216.2 Cr to ₹172.4 Cr during FY26. Tractor segment market share grew to 24.2% from 22.6%, while M&HCV share increased to 41.9% from 36.8%. Outlook remains positive with strong domestic demand, improving exports, and management focusing on value-added products and Pedapariya plant ramp-up.

Likely market impact

The strong PAT growth of 30%, improving margins, and significant debt reduction indicate improving operational efficiency. The growing market share in key segments (tractors and M&HCV) and positive FY27 outlook are constructive signals for shareholders.