SCANSTLBSEScan Steels LtdLowNeutral
Announced Tue, 12 Aug · 12:04 IST

Press Release / Media Release regarding Q1 & FY26 Financial & Operational Performance.

SCANSTL · 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

Awaiting price reaction for this filing.

AI summary

Scan Steels Ltd announced its Q1 FY26 results, reporting revenue of Rs. 232 crore, down 1% year-on-year and 4% quarter-on-quarter. However, profitability showed strong sequential recovery with EBITDA at Rs. 19.3 crore (up 114% QoQ) and PAT at Rs. 10.5 crore (up 119% QoQ). EBITDA margin improved to 8.3% from 3.7% in Q4 FY25, and diluted EPS rose to Rs. 1.79. The company achieved 27% volume growth YoY, with Billets/Ingot sales jumping 80% YoY, though TMT sales declined 7% YoY. Management highlighted ongoing capacity expansion including three 20 TPH induction furnaces, a captive oxygen plant, a 30 MW captive power plant, and a 72,000 TPA pipe mill involving Rs. 337 crore investment, expected to commission in FY26-FY27.

Likely market impact

Despite lower revenue and YoY profit decline, the strong sequential recovery in margins and operational volume growth signal improving efficiency. The Rs. 337 crore capex pipeline and expected 25-30% power cost reduction could boost long-term profitability, though near-term pressure on TMT sales and realizations remains a concern for shareholders.