Shankara Building Products Limited has informed the Exchange about Investor Presentation
SHANKARA · price
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Shankara Building Products reported strong Q1FY26 results with revenue growing 27% YoY to ₹1,644 Crore, its highest ever quarterly sales. EBITDA rose 43% YoY to ₹59 Crore with margins improving 39 bps to 3.58%, driven by steel volume growth of 35% YoY (2.38 lakh tonnes) and better steel realizations. Profit after tax doubled, up 102% YoY to ₹32.4 Crore. Steel revenue hit a record ₹1,500 Crore (+30% YoY), while non-steel revenue grew modestly 5% to ₹144 Crore due to industry headwinds. The company is on track to exceed its 1.0+ million tonne steel volume target for FY26 and is progressing with its demerger of marketplace and manufacturing businesses, with the next NCLT hearing scheduled for 21st August 2025. Same-store sales growth was strong at 22% in Q1FY26.
The strong beat on revenue, margins, and PAT signals healthy operational momentum, likely to be viewed positively by the market. The ongoing demerger into two focused entities (Shankara Buildpro for marketplace, separate entity for manufacturing) could unlock value for shareholders by highlighting the high-RoCE marketplace business (RoCE ~35%) versus the capital-heavy manufacturing arm (RoCE ~4%).