Thaai Casting Ltd
Thaai Casting Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company targets a year-on-year revenue growth of approximately 40% driven by new projects and expansions. Thaai Casting expects a 40% year-on-year revenue growth, with targeted revenues of Rs.
From Thaai Casting Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets a year-on-year revenue growth of approximately 40% driven by new projects and expansions.
- FY ’26 revenue guidance stands at Rs. 170 to Rs. 180 crores with a 27% margin.
- The die casting capacity has increased to about 4,500 metric tons per annum, translating to potential peak revenue of Rs. 240 crores.
- The wind segment (gear shaping) is expected to generate Rs. 40 to Rs. 45 crores annually starting January 2026.
- Gas nitriding business with six furnaces will add around Rs. 24 crores revenue from FY '27 onwards.
- Existing casting business peak revenue remains around Rs. 220 crores with limited expansion planned, but some growth from existing customers is expected.
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Profitability & Margins
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Capital Expenditure Plans
- Rs. 100 crores CAPEX ongoing, includes building and machinery for gear shaping and nitriding facilities; expected completion by end of the current financial year.
- Investment in six furnaces for gas nitriding: three are already commercial, three additional furnaces planned by January 2026 with around Rs. 12 crores cost.
- Expansion includes new 3-acre land purchase near existing facilities dedicated to gear shaping process.
- IPO funds used to expand die casting and machining capacities and land acquisition (3 acres).
- Future growth includes wind sector gear shaping business with exclusive 5-year volume commitment.
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Top-ranked in Auto Components
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
- Current order book stands at approximately Rs. 520 crores (Rs. 386 crores existing + Rs. 126 crores added recently).
- Orders are expected to be executed over a 4 to 5-year period.
- The order book includes validated and approved parts, with initial approvals and sample submissions mostly completed.
- The Rs. 520 crores order book is inclusive of nitriding and machining services.
- Orders span automotive and non-automotive sectors with customers like Hyundai, Kia, Maruti Suzuki, Tata Motors, GEV Wind Power, Adani Wind, etc.
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What Thaai's management said in earlier quarters
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Frequently Asked Questions
What were Thaai Casting Ltd Q4 FY25 results?
The company targets a year-on-year revenue growth of approximately 40% driven by new projects and expansions. Thaai Casting expects a 40% year-on-year revenue growth, with targeted revenues of Rs.
What is Thaai Casting Ltd share price analysis?
Thaai Casting Ltd currently shows a neutral. The stock trades at a P/E of 22.8 with a market cap of ₹291 Cr. Investors should review the full earnings analysis for detailed insights.
Is Thaai Casting Ltd planning capital expenditure?
Rs.
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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.