SHYAMMETLBSEShyam Metalics and Energy LtdHighNeutral
Announced Mon, 11 May · 13:06 IST

Outcome of Board Meeting

Emphasis Of MatterRevenue Growth 20pctResults View source PDF

SHYAMMETL · price

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AI summary

Shyam Metalics reported FY2026 standalone and consolidated audited results with revenue from operations of Rs 18,552 Crores, up 22.4% from Rs 15,159 Crores in FY2025. EBITDA for the year stood at Rs 2,537 Crores with PAT of Rs 1,070 Crores, representing approximately 18% PAT growth year-over-year. The Board approved a final dividend of Rs 2.70 per equity share (27% on face value Rs 10). A major capex plan of Rs 2,700 Crores was announced covering a Wire Rod and SBQ Mill at Kharagpur and stainless steel expansion at Sambalpur, both targeted for March 2029. The statutory auditors MSKA & Associates issued an unmodified opinion, though with an Emphasis of Matter regarding a Provisional Attachment Order by the Enforcement Directorate on subsidiary Shyam SEL and Power Limited under PMLA, 2002 for Rs 152.48 Crores of investments. Ernst & Young LLP was appointed as Internal Auditors for FY2026-27.

Likely market impact

Strong revenue growth of 22%+ with PAT growth demonstrates operational strength. The Rs 2,700 Crore capex plan signals long-term expansion but will require monitoring of debt levels. The ED attachment on a subsidiary is a regulatory risk factor that investors should watch despite management's stance that it will not impact operations.