BUILDPRONSEShankara Buildpro LimitedMediumNeutral
Announced Wed, 27 May · 12:33 IST

Shankara Buildpro Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

BUILDPRO · price

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Price reaction · full curve 14 horizons · vs prior close
+3.4%1-day move
₹1120.20
prior close
₹1172.90
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AI summary

Shankara Buildpro reported strong FY26 results with revenue of INR 6,826 crore, up 30% YoY, and PAT of INR 128 crore, up 64% YoY. The company surpassed its 1 million tonne steel volume target, delivering 10.16 lakh tonnes with EBITDA margins expanding 47 basis points to 3.35%. Management provided medium-term targets including steel volume of 1.2 million tonnes for FY27 and 4% EBITDA margins within 2-3 years, with non-steel revenue guidance of INR 750 crore in FY27 (25% growth). The company faced headwinds in non-steel from tile industry disruptions due to gas price spikes and plastic pipe volume decline, but remains optimistic on recovery. Management guided conservative FY27 EBITDA margin of 3.3-3.5% due to near-term demand headwinds from price increases causing some purchase postponement.

Likely market impact

The strong 30% revenue growth and 64% PAT growth validate the demerger rationale, with management's medium-term target of 4% EBITDA margins and 2 million tonne steel volumes by FY31 providing a clear growth roadmap. Conservative near-term margin guidance of 3.3-3.5% for FY27 suggests limited margin improvement expected in the current year.