SURYAROSNINSESurya Roshni Limited· Steel And Steel ProductsMediumNeutral
Announced Mon, 25 May · 15:00 IST

Surya Roshni Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedMgmt Guided Margin PressureInvestor Communications View source PDF

SURYAROSNI · 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
-4.3%1-day move
₹245.10
prior close
₹218.65
base price
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AI summary

Surya Roshni Limited reported Q4FY26 consolidated revenue of ₹2,163 crore, broadly stable YoY but up 12% sequentially. EBITDA declined 19% YoY to ₹170 crore with margins compressing to 7.9% from 9.9% in Q4FY25, while PAT improved 23% sequentially to ₹98 crore on better realizations. FY26 full-year revenue stood at ₹7,540 crore with PAT of ₹286 crore, down 18% YoY. The Steel Pipes segment achieved highest-ever quarterly dispatch volumes of 2.6 lakh tonnes with an order book of ₹1,000 crore providing strong visibility for H1FY27. The Lighting & Consumer Durables segment reported 9% YoY growth to ₹501 crore in Q4FY26. The company maintains a net cash surplus of ₹337 crore with lean balance sheet.

Likely market impact

Margin compression in both segments is concerning for profitability-focused investors, though the strong order book of ₹1,000 crore in steel pipes and recovery in sequential PAT provide near-term visibility. The company's net cash position and focus on value-added products (43% of steel revenues) offer some balance sheet strength.