Surya Roshni Limited has informed the Exchange about Transcript for the quarter ended 30th June, 2025
SURYAROSNI · price
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Surya Roshni's Q1 FY26 consolidated revenue fell 15% YoY to INR 1,605 crores, with EBITDA down 48% YoY at INR 83 crores (margin 5.14% vs 8.37%). Steel division revenue declined 20% YoY to INR 1,207 crores and EBITDA per ton dropped to INR 2,922 from INR 6,065, hit by SAP implementation disruptions (loss of 25,000-30,000 tons worth INR 180-200 crores), early monsoon, and weak government project execution. Lighting & Consumer Durables grew 3% YoY to INR 397 crores but EBITDA dipped to INR 31 crores on price erosion. Exports grew 23% YoY led by Middle East. Order book stands at INR 750-1,000 crores in steel and INR 100 crores in professional lighting.
Despite weak Q1, management maintained FY26 volume guidance of 10.5 lakh tons and EBITDA per ton guidance of INR 5,500 (full-year EBITDA target INR 590-600 crores), with sharp Q2 recovery expected (revenue growth of 35-38%). Company remains zero-debt with INR 331 crores cash surplus and committed INR 200 crores dividend payout for FY26, signaling confidence in a strong H2 turnaround that could support the stock.