Newmalayalam Steel Ltd
Newmalayalam Steel Q2 FY26 investor presentation: Revenue & Margins
Q2 FY26 investor presentation: what the company reported on revenue, margins and capex.
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Based on Newmalayalam Steel Ltd's Q2 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the investor presentation reports, not management guidance.
The short version
Revenue from Operations for H1 FY26: INR 16,224.2 lakhs - Compared to H1 FY25 revenue of INR 15,421.4 lakhs, representing a 5.21% year-on-year (YoY) increase (Page 20). For H1 FY26, the presentation reports: - EBITDA: INR 609.7 Lacs, down 28.63% YoY (Page 20) - EBITDA Margin: 3.76%, down 178 bps YoY (Page 20) - Profit After Tax (PAT): INR 421.7 Lacs, down 18.80% YoY (Page 20) - PAT Margin: 2.60%, down 77 bps YoY (Page 20) - Explicit margin outlook: - The presentation aims to improve margins by higher capacity utilization, economies of scale, operational efficiency, and entry into higher-margin products such as Pre-Fabricated Steel Buildings (Page 29).
From Newmalayalam Steel Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Revenue from Operations for H1 FY26: INR 16,224.2 lakhs
- Compared to H1 FY25 revenue of INR 15,421.4 lakhs, representing a 5.21% year-on-year (YoY) increase (Page 20).
- Quarter-on-quarter (H-o-H) revenue increased by 8.20% from H2 FY25 (INR 14,995.0 lakhs) to H1 FY26 (Page 19).
- Outlook on revenue/volumes: The "Way Ahead" section (Page 29) highlights strategies for volume growth and revenue enhancement:
- Expanding dealer network geographically to deepen market penetration.
- Entry into higher-margin product segments like Pre-Fabricated Steel Buildings.
- Higher capacity utilization without major capex to ramp up production.
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Profitability & Margins
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Capital Expenditure Plans
- The presentation mentions ramping up production from existing capacity without major capex to improve operating efficiency and margins (Page 29).
- Capital work-in-progress increased from INR 29.7 lacs in Mar-23 to INR 830.3 lacs in Mar-25 and then reduced to INR 175.5 lacs by Sept-25, indicating ongoing investments (Pages 26 & 21).
- Capacity stands at 72,000 MTPA with current utilization of 67% (Page 5).
- The focus is on optimizing existing infrastructure rather than new large-scale capital projects (Page 29).
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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
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Order Book & Pipeline
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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 Newmalayalam Steel Ltd Q2 FY26 results?
Revenue from Operations for H1 FY26: INR 16,224.2 lakhs - Compared to H1 FY25 revenue of INR 15,421.4 lakhs, representing a 5.21% year-on-year (YoY) increase (Page 20). For H1 FY26, the presentation reports: - EBITDA: INR 609.7 Lacs, down 28.63% YoY (Page 20) - EBITDA Margin: 3.76%, down 178 bps YoY (Page 20) - Profit After Tax (PAT): INR 421.7 Lacs, down 18.80% YoY (Page 20) - PAT Margin: 2.60%, down 77 bps YoY (Page 20) - Explicit margin outlook: - The presentation aims to improve margins by higher capacity utilization, economies of scale, operational efficiency, and entry into higher-margin products such as Pre-Fabricated Steel Buildings (Page 29).
What is Newmalayalam Steel Ltd share price analysis?
Newmalayalam Steel Ltd currently shows a neutral. The stock trades at a P/E of 7.0 with a market cap of ₹39 Cr. Investors should review the full earnings analysis for detailed insights.
Is Newmalayalam Steel Ltd planning capital expenditure?
The presentation mentions ramping up production from existing capacity without major capex to improve operating efficiency and margins (Page 29).
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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.