Please find enclosed the Investor Presentation on the Financial Results for the Quarter Ended on 31st December, 2025.
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Awaiting price reaction for this filing.
Simplex Castings shared its investor presentation for the quarter and nine months ended 31st December 2025. For 9MFY26, revenue grew 41.4% YoY to ₹148.14 Cr, while EBITDA rose 14.1% to ₹26.51 Cr and PAT increased 30.6% to ₹15.08 Cr. However, EBITDA margin contracted from 22.17% to 17.90%, reflecting cost pressure even as the topline expanded sharply. The company secured trial orders of 500+ MT from BHEL along with new orders from Mazgaon Dock Shipbuilders and Gaja Engineering, and highlighted a quarterly order book of ~₹100 Cr. Management is targeting 40-50% revenue CAGR over the next 3 years (aspiring for ~₹500 Cr by FY28E) while sustaining a 10% PAT margin, and is evaluating inorganic acquisitions while focusing on balance sheet deleveraging through TReDS-based receivables funding.
Strong revenue growth and a robust order pipeline are positives, but the meaningful compression in EBITDA margin is a concern that may temper investor enthusiasm. The multi-year growth targets, defence/railway expansion, and deleveraging focus could support sentiment if execution remains on track.