Steel Authority of India Limited has informed the Exchange about Transcript
SAIL · price
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SAIL hosted its Q4 FY25 results call on May 29, 2025. For FY25, turnover stood at ~INR1,02,000 crores with EBITDA of INR11,764 crores and PAT of INR2,148 crores. Q4 FY25 was the best-ever quarterly sales performance at 5.33 million tons (up 17% YoY), with turnover of INR29,121 crores and PAT of INR1,178 crores (up 16% YoY). Operational efficiencies delivered INR650 crores in cost savings. The company targets expanding capacity from 20 million tons to 35 million tons by 2030, with FY26 capex guided at INR7,500 crores. Management is optimistic on margin improvement, citing better NSR (long products ~INR55,000/ton, flats ~INR50,500-50,700/ton in April-May), lower coking coal costs (INR18,500/ton vs INR20,000/ton in Q3), and INR400-500 crores expected employee cost reduction in FY26, supported by the recent safeguard duty notification.
Positive signals for shareholders — record quarterly volumes, falling input costs, safeguard duty support, and a clear expansion roadmap should support earnings momentum, though capex ramp-up from FY27 onward could pressure debt levels temporarily.