SAIL Q4 profit jumps 47% amid record production & sales, beats estimates; declares dividend

SAIL Q4 profit jumps 47% amid record production & sales, beats estimates; declares dividend


State-owned Steel Authority of India Ltd on Friday (May 15) reported a 46.7% year-on-year rise in consolidated net profit for the fourth quarter to ₹1,836 crore versus ₹1,251 crore in the same period last year. The figure was higher than the CNBC-TV18 poll estimate of ₹1,610.8 crore.

Revenue for the quarter increased 5.1% year-on-year to ₹30,814 crore from ₹29,317 crore, but came in below the CNBC-TV18 poll estimate of ₹31,421 crore.

EBITDA rose 30.3% to ₹4,409 crore from ₹3,484 crore a year ago and was above the poll estimate of ₹4,101 crore. The EBITDA margin improved to 14.3% from 11.5% in the year-ago period and was higher than the poll estimate of 13.05%.

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On a sequential basis, steel volumes rose 3.3% to 5.3 million tonnes, while year-on-year volumes increased 11.4% to 19.93 MT.

FY26: Best and highest

SAIL reported its FY26 operational performance, stating that it achieved its best production and sales volumes along with the highest revenue from operations. Crude steel production rose 1.4% year-on-year in FY26 to 19.43 million tonnes from 19.17 million tonnes in the corresponding previous year period.

Sales volume increased 11.4% year-on-year, supported by higher market outreach, inventory reduction and improved dispatches. Profit after tax rose 50.5% year-on-year, driven by operational efficiency, inventory liquidation and cost optimisation measures. The company also reported a reduction in debt by ₹8,148 crore compared with the corresponding previous year.

The company has recommended a final dividend of ₹2.35 per equity share of face value ₹10 each for the FY26, amounting to 23.50% of the paid-up equity share capital of the company.

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The dividend, if approved by shareholders at the ensuing annual general meeting, will be paid within 30 days from the date of approval, with the AGM date to be announced later.

Dr AK Panda, CMD of Steel Authority of India Ltd, said, “Our performance reflects the inherent strength of our core operations, supported by focused efforts to expand market presence and align our product portfolio with evolving demand. The growth in sales volumes, coupled with a reduction in inventory and borrowings, has reinforced our profitability, with PBT and PAT registering growth of 44% and 50.5% over the corresponding previous year, respectively. Going forward, we will place sharper emphasis on increasing the share of value-added and special steel in our portfolio.”

He added: “The encouraging outlook for domestic steel consumption, driven by sustained infrastructure development, augurs well for our expansion plans. We remain committed to delivering consistent value and long-term growth to our stakeholders.”

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Shares of Steel Authority of India Ltd ended at ₹192.35, down by ₹6.70, or 3.37%, on the BSE today, May 15.

 



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