INVESTOR PRESENTATION Q3FY26
SHBAJRG · price
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Shri Bajrang Alliance shared its Q3FY26 investor presentation covering both its Steel and Agro divisions. The Steel plant was shut from 18 November 2025 for an expansion project aimed at boosting capacity, quality, and efficiency, which dragged down standalone turnover to Rs 4,696 lac (vs Rs 8,740 lac in Q2FY26 and Rs 10,723 lac in Q3FY25). Standalone EBITDA fell to Rs 181 lac, though PAT rose to Rs 196 lac (from Rs 35 lac YoY) likely on tax/other items. On a consolidated basis, EBITDA was Rs 603 lac and PAT Rs 677 lac, suggesting the Agro division continues to perform well. The Agro division highlighted cost savings through automation, entry into West African markets, and a brand-led growth push. The company also detailed its ESG framework and global footprint across 35+ cities in 7 countries.
The Steel division shutdown explains the sharp sequential revenue drop and will weigh on near-term standalone numbers, but the expansion could drive a meaningful recovery once commissioning is complete. Investors should watch for the post-expansion ramp-up timeline and Agro division's contribution to consolidated profits, which appears to be the main earnings driver currently.