Investor''s Presentation- Q4 & FY26
BUILDPRO · price
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Shankara Buildpro reported strong Q4 & FY26 results with total sales of ₹1,996 crore in Q4 (up 28% YoY) and ₹6,826 crore for FY26 (up 30% YoY). Steel volumes surged, delivering 10.16 lakh tonnes in FY26 and 2.89 lakh tonnes in Q4, exceeding the 1 million tonne annual target. PAT grew 42% YoY in Q4 to ₹41.5 crore and 64% YoY for FY26 to ₹128 crore. EBITDA margin improved to 3.51% in Q4 and 3.35% for FY26, up from 2.87% in FY25. The company guides for an aspirational 4.0% EBITDA margin over the medium-to-long term. Non-steel revenue grew only 2% YoY to ₹606 crore due to macro headwinds impacting tiles and plumbing. E-commerce revenue jumped from ₹5 crore to ₹22 crore. The company plans to add 4–5 stores/fulfilment centres per year in FY27 and FY28.
Robust volume growth and margin expansion signal strong execution post-demerger, with the 4.0% margin target providing a clear multi-year upside. Non-steel weakness is a watch item but steel momentum and working capital efficiency (25 days) are positives for shareholders.