SAILBSESteel Authority of India LtdMediumNeutral
Announced Fri, 15 May · 19:38 IST

investor presentation

Mgmt Guided Margin ImprovementCfo Debt Reduction RoadmapInvestor Communications View source PDF

SAIL · price

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▲ 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
+3.0%1-day move
₹192.30
prior close
₹192.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.3-0.2-0.1-0.7+3.0+3.6+1.9+4.4+3.1+7.1-3.3-5.3-15.4
Up moveDown movePending
AI summary

SAIL reported FY'26 revenue of Rs. 1,10,810 crore with EBITDA of Rs. 13,146 crore, up 12% YoY. PAT nearly doubled to Rs. 3,233 crore from Rs. 2,148 crore in FY'25. EBITDA margin improved to 12.0% from 11.6% previously. The company achieved total sales of 19.932 MT with domestic sales of 19.667 MT. Q4 FY'26 was particularly strong with EBITDA of Rs. 4,762 crore and PAT of Rs. 1,680 crore. Borrowings declined significantly from Rs. 29,811 crore in March 2025 to Rs. 21,663 crore in March 2026, while the debt-equity ratio improved from 0.54 to 0.37. Indian crude steel production grew ~11% YoY and consumption grew ~8% YoY during FY'26.

Likely market impact

Strong financial turnaround with debt reduction and improved profitability signals operational efficiency gains. The declining debt burden and better margins are positive for shareholders, though the EBITDA margin at 12% remains modest for the steel sector.