Please find enclosed the Transcript of the Earnings Conference Call held on 29th May 2026
Price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Simplex Castings reported FY26 consolidated revenue of ₹202 crores, up 18% YoY, with EBITDA up 20% to ₹37.39 crores and PAT rising 40.5% to ₹21.26 crores. Management has set a revenue target of ₹300 crores for FY27 (₹200 cr existing + ₹50 cr railways + ₹50 cr power) and ₹500 crores for FY28, maintaining a 45-50% CAGR guidance and 8-10% margin range. The company received RDSO approval to restart wagon bogie production with a capacity of 200-250 bogies per month at ₹3.5 lakh per bogie, and expects initial orders within a month. Coke oven doors contribute ₹50-60 crores currently (70% market share) with a potential to double, and a ₹150 cr power sector order book includes ₹35-40 cr from BHEL. CAPEX guidance stands at ₹25 crores for FY27.
Positive for shareholders — strong FY26 PAT growth, clear multi-year revenue roadmap to ₹500 cr by FY28, and a diversified order pipeline across railways, steel and power. Key watchpoints include execution risk on ramp-up, potential further fundraise via preferential allotment, and ongoing acquisition activity which remains undisclosed in detail.