SHYAMMETLNSEShyam Metalics and Energy LimitedLowNeutral
Announced Tue, 22 Jul · 19:04 IST

Shyam Metalics And Energy Limited has informed the Exchange regarding a press release dated July 22, 2025, titled "SMEL reports Q1 FY26, revenue grew by 22% YoY, Volumes grew by 32% YoY, Operating EBITDA grew by 19% YoY" ".

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Shyam Metalics reported Q1 FY26 (quarter ended June 30, 2025) revenue of Rs. 4,419 crores, up 22.4% from Rs. 3,612 crores a year ago, driven by a strong 32% YoY growth in sales volumes. Operating EBITDA rose 18.8% YoY to Rs. 580 crores, though margins dipped slightly to 13.1% from 13.5%. Profit after tax grew a modest 5.3% YoY to Rs. 291 crores, with PAT margins contracting from 7.6% to 6.6%. Volume growth was led by iron pellets (+49.3% YoY), speciality alloys (+21.4%) and aluminium (+19%), though per-tonne realisations fell for most steel categories (sponge iron -11.4%, speciality alloys -9.8%, carbon steel -5.3%). The board declared an interim dividend of Rs. 1.80 per equity share. Newly commissioned pig iron (104% utilisation) and colour-coated (68% utilisation) plants are ramping up ahead of schedule.

Likely market impact

Strong top-line and volume growth signal robust demand and successful capacity expansion, but declining realisations and shrinking EBITDA/PAT margins may pressure near-term profitability. The interim dividend and healthy new plant utilisation are positives for shareholders, though margin trends warrant close watch.