BSESimplex Castings LtdMediumNeutral
Announced Fri, 29 May · 07:40 IST

please find the investor Presentation.

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

Price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+5.8%1-day move
₹475.50
prior close
₹494.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.8-0.4-1.8-1.4+5.8+3.9+3.2+2.0+4.5+3.0+11.9+12.5
Up moveDown movePending
AI summary

Simplex Castings Ltd reported strong FY2025-26 results with 18% revenue growth to ₹202.90 Cr and 40.5% PAT growth to ₹21.26 Cr. The company received RDSO approval for railway wagon bogie components, marking strategic entry into the railways segment. Key orders include ₹23.13 Cr from SMS India, ₹13.02 Cr from ThyssenKrupp, and ₹7.26 Cr from BHEL. Management guided a revenue target of ₹500 Crores by FY28 while maintaining 10% PAT margin, with plans for a dedicated railway plant. The company is also evaluating inorganic acquisitions in allied casting and engineering segments.

Likely market impact

The strong order book and RDSO approval position Simplex Castings for multi-year growth in railways and defence sectors, with the ₹500 Cr FY28 target representing ~2.5x revenue expansion from current levels. Reduction in borrowings and TReDS adoption improve balance sheet quality.