BS

Bajaj Steel Industries Ltd

Q4 FY26Industrial Manufacturing

Bajaj Steel Industries Ltd Q4 FY26 Results & Presentation Highlights: Revenue ₹116.8 Cr, PAT ₹2.3 Cr

Q4 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹347
Market cap₹733 Cr
P/E25.1
Updated25 Sept 2026
Read4 min read

Based on Bajaj Steel Industries Ltd's Q4 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.

The short version

Q4FY26 Revenue from Operations: Rs 116.8 Cr - Q4FY25 Revenue from Operations: Rs 153.5 Cr - Year-on-Year (YoY) change: -23.9% - Q4FY26 EBITDA: Rs 5.6 Cr (down 76.8% YoY) - Q4FY26 PAT: Rs 2.3 Cr (down 87.2% YoY) - Revenue decline attributed to delays in order conversion/dispatches and weaker global trade conditions. Q4FY26 EBITDA: Rs 5.6 Cr; down 76.8% YoY from Rs 24.2 Cr in Q4FY25. - Q4FY26 EBITDA Margin: 4.8%; down 1094 bps YoY from 15.8% in Q4FY25. - Q4FY26 Profit After Tax (PAT): Rs 2.3 Cr; down 87.2% YoY from Rs 18.1 Cr in Q4FY25. - Q4FY26 PAT Margin: 1.9%; down 939 bps YoY from 11.3% in Q4FY25. - No explicit margin outlook is stated in the presentation text provided.

From Bajaj Steel Industries Ltd's Q4 FY26 earnings-call transcript · updated 25 Sept 2026.

Revenue & Sales Performance

  • Q4FY26 Revenue from Operations: Rs 116.8 Cr
  • Q4FY25 Revenue from Operations: Rs 153.5 Cr
  • Year-on-Year (YoY) change: -23.9%
  • Q4FY26 EBITDA: Rs 5.6 Cr (down 76.8% YoY)
  • Q4FY26 PAT: Rs 2.3 Cr (down 87.2% YoY)
  • Revenue decline attributed to delays in order conversion/dispatches and weaker global trade conditions.
  • Cotton Ginning Machinery segment, ~60% of revenue, saw lower exports, impacting overall revenue.
  • Outlook: Company expects improvement in performance supported by improving market conditions and better execution across business segments going forward.

2 more points management made on revenue & sales performance

Profitability & Margins

See what Bajaj Steel Industries Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Infrastructure Division capacity: 35,000 MTPA with ongoing execution of 600+ projects; no specific new capex mentioned.
  • Heavy Engineering Division capacity: 12,000 MT; order book Rs. 55 Cr as of March 31, 2026; no explicit new capex detailed.
  • Manufacturing Facilities: 14 facilities with 1 lakh+ sq. mtrs. built-up area; no clear new plant or expansion capex stated.
  • No direct capex amounts or timelines for capacity expansion explicitly provided in the presentation.

2 more points management made on capital expenditure plans

Top-ranked in Industrial Manufacturing

Ranked on what management guided this quarter

5x potential
1ICE Make Refrig.
Rev 1Mar 2
2Taurian MPS
Rev 1Mar 2
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 1Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Bajaj Steel Industries Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

- Infrastructure Division order book: Rs. 100 Cr as on 31st March 2026 - Other Products (Fire Fighting Systems, Power Transmission Products, etc.) order book: Rs. 15 Cr as on 31st March 2026 No additional specific figures for order inflow or pending orders are stated in the presentation.

Bajaj Steel Industries Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹117 Cr, net profit ₹2 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Bajaj Steel Industries Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Bajaj Steel Industries Ltd Q4 FY26 results?

Q4FY26 Revenue from Operations: Rs 116.8 Cr - Q4FY25 Revenue from Operations: Rs 153.5 Cr - Year-on-Year (YoY) change: -23.9% - Q4FY26 EBITDA: Rs 5.6 Cr (down 76.8% YoY) - Q4FY26 PAT: Rs 2.3 Cr (down 87.2% YoY) - Revenue decline attributed to delays in order conversion/dispatches and weaker global trade conditions. Q4FY26 EBITDA: Rs 5.6 Cr; down 76.8% YoY from Rs 24.2 Cr in Q4FY25. - Q4FY26 EBITDA Margin: 4.8%; down 1094 bps YoY from 15.8% in Q4FY25. - Q4FY26 Profit After Tax (PAT): Rs 2.3 Cr; down 87.2% YoY from Rs 18.1 Cr in Q4FY25. - Q4FY26 PAT Margin: 1.9%; down 939 bps YoY from 11.3% in Q4FY25. - No explicit margin outlook is stated in the presentation text provided.

What is Bajaj Steel Industries Ltd share price analysis?

Bajaj Steel Industries Ltd currently shows a neutral. The stock trades at a P/E of 25.1 with a market cap of ₹733 Cr. Investors should review the full earnings analysis for detailed insights.

Is Bajaj Steel Industries Ltd planning capital expenditure?

Infrastructure Division capacity: 35,000 MTPA with ongoing execution of 600+ projects; no specific new capex mentioned.

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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.