SAILNSESteel Authority of India Limited· Steel And Steel ProductsHighPositive
Announced Fri, 15 May · 19:56 IST

Steel Authority of India Limited has informed the Exchange that Board of Directors at its meeting held on May 15, 2026, recommended Final Dividend of Rs. 2.35 per equity share.

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AI summary

SAIL's Board of Directors on May 15, 2026 recommended a final dividend of Rs. 2.35 per equity share (23.50% on face value of Rs. 10) for FY 2025-26, subject to shareholder approval at the ensuing AGM. Payment will be made within 30 days of AGM approval. For FY 2025-26, revenue from operations grew to Rs. 1,10,810.24 crore from Rs. 1,02,478.19 crore in prior year, while profit before tax improved significantly to Rs. 4,333.86 crore (vs Rs. 3,008.82 crore). Net profit stood at Rs. 3,233.48 crore with EPS of Rs. 7.83. Exceptional items included Rs. 451.34 crore for gratuity liability increase and Rs. 216.88 crore net impact from DVC electricity tariff dispute adjustment. The company flagged non-compliance with Board composition requirements under Companies Act and SEBI LODR.

Likely market impact

The dividend represents a 50.5% payout ratio on FY26 net profit, consistent with FY25's 51.3% payout. However, at current market prices, dividend yield remains modest at ~2.4%. Strong earnings growth of 50.5% YoY and improved debt-equity ratio (0.55 vs 0.66) are positive, though governance issues and significant contingent liabilities (water rates dispute Rs. 1,146 crore) warrant attention.