Electrosteel Castings Ltd
Electrosteel Castings Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #76 of 100 in Industrial Products
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Electrosteel Castings Ltd Q4 FY26 key numbers
- Revenue
- FY 2026-27 expected pipe dispatch around 7 lakh tons, including exports, with steady demand traction from Q3 onward.
As stated in Electrosteel Castings Ltd's Q4 FY26 earnings call transcript · published 24 May 2026. Reported figures, not investment advice.
The short version
FY 2026-27 expected pipe dispatch around 7 lakh tons, including exports, with steady demand traction from Q3 onward. Stable profits at EBITDA margin of 13%-14% expected from next financial year, subject to geopolitical situation (Page 13).
From Electrosteel Castings Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY 2026-27 expected pipe dispatch around 7 lakh tons, including exports, with steady demand traction from Q3 onward.
- Revenue for Electrosteel's DI segment projected to grow from INR 400 crores (calendar year) to approximately INR 450 crores this financial year, at 14%-15% growth.
- EBITDA margins are expected to stabilize around 13%-16%, with a cautious optimism.
- Post Jal Jeevan Mission (JJM) 2.0, domestic demand expected to improve steadily from Q2FY27, supported by robust government spending and infrastructure projects.
- Medium to long-term drivers include river linking projects, urban infrastructure, irrigation, and diversification into valve and paint plants.
- The Italy acquisition aims to double revenue in four years at about 20% growth, expanding in India, Middle East, and Europe.
2 more points from Electrosteel Castings Ltd's call on revenue
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Profitability & Margins
See what Electrosteel Castings Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Maintenance CAPEX for FY 2026-27 is expected to be around INR 25-30 crores.
- New CAPEX planned for setting up a Paint plant and a Valve plant in India, both currently in design and development stages.
- Total CAPEX for these two new plants over the next two years is estimated between INR 200 to 250 crores.
- The Paint plant is part of a five-year roadmap targeting INR 600 crores in business revenue.
- Investments in Paint and Valve plants aim at diversifying product offerings and cushioning against demand fluctuations.
2 more points from Electrosteel Castings Ltd's call on capex
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Top-ranked in Industrial Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Electrosteel Castings Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book is between 4 to 5 months (Page 9).
- Contractors have substantial orders beyond this period, plus tenders yet to be allocated to EPC contractors (Page 9).
- Total volume of pending tenders and orders is roughly 3 to 3.5 million tons (Page 9).
- The company’s domestic market share is around 20%-25% (Page 9).
- All tenders under Jal Jeevan Mission have been released; new inquiries are now coming in steadily (Pages 6 & 9).
2 more points from Electrosteel Castings Ltd's call on order book
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Electrosteel Castings Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.5K Cr, net profit ₹16 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Electrost.Cast.'s management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Potential multibaggers · Q2 FY27
Potential multibaggers in Industrial Products
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Electrosteel Castings Ltd Q4 FY26 results?
FY 2026-27 expected pipe dispatch around 7 lakh tons, including exports, with steady demand traction from Q3 onward. Stable profits at EBITDA margin of 13%-14% expected from next financial year, subject to geopolitical situation (Page 13).
What is Electrosteel Castings Ltd share price analysis?
Electrosteel Castings Ltd currently shows a neutral. The stock trades at a P/E of 23.4 with a market cap of ₹4,450 Cr. Investors should review the full earnings analysis for detailed insights.
Is Electrosteel Castings Ltd planning capital expenditure?
Maintenance CAPEX for FY 2026-27 is expected to be around INR 25-30 crores.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.