Shyam Metalics and Energy Limited (SHYAMMETL) Earnings Call Transcripts

Shyam Metalics and Energy Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Shyam Metalics and Energy Limited reported a robust performance, with revenue reaching INR 5,240 crores, reflecting a 27% year-on-year growth. The full fiscal year saw revenues of INR 18,552 crores, up 22% YoY, and a profit after tax (PAT) of INR 1,061 crores, marking a 17% increase. Management announced a strategic CapEx plan of INR 2,700 crores aimed at enhancing value-added product capabilities, which could drive future growth and profitability, signaling a positive outlook for FY '27.

Reported metrics

Guidance from management

Management expects a 30% profit growth for FY '27, driven by successful execution of ongoing projects and favorable market conditions.

What management said

I think we should see as a pass-through maybe because of a little bit more advantage we get because the working capital involvement and the kind of integration, what we are doing from the backward to the forward, we'll see a lot of value coming up -- because in the now we are buying the full stock once we make our own full stuff, we'll see the margin also in 3D. But related to your aluminum price, we should not be ve...

Stainless steel yes, yes, it's we are targeting the pipe market, decorative market of piece use. There is a specialty pipe market also, which is for the precision pipe and all. Then there is some portion is on the definitive side of aluminum, stainless steel, what is used in the elevators and all these other definitive parts. And apart from that, some special category will be taken to the tensions market also and som...

What analysts pressed on

Analysts raised concerns about the impact of geopolitical tensions on steel demand and pricing, as well as the increase in inventory days, which could affect liquidity. There were also questions regarding the sustainability of margins amidst rising costs in raw materials.

Main topics on the call

• Strong Revenue Growth — Shyam Metalics achieved a revenue of INR 5,240 crores in Q4 FY '26, a 27% increase YoY, and INR 18,552 crores for the full year, up 22%. Management noted, "The strong volume expansion translated into healthy growth in bo...
• Profitability Improvement — The company's EBITDA for Q4 was INR 756 crores, a 33% increase YoY, with an EBITDA margin of 15.4%. This was attributed to disciplined cost management and a favorable product mix, as stated by management, "Our margin exp...
• CapEx Plans — Management announced a CapEx of INR 2,700 crores focused on expanding into value-added and specialty steel segments. This investment is aimed at enhancing downstream capabilities and is expected to be funded through inte...
• Volume Growth — Sales volume for FY '26 reached 4.94 million tonnes, up 26% YoY, with Q4 volume growth at 22%. Management highlighted the ramp-up of the CRM complex as a key driver, stating, "We expect a substantial volume growth in the...

Read the full Shyam Metalics and Energy Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 5 Shyam Metalics and Energy Limited earnings call transcripts on record, spanning July 23, 2025 to July 21, 2026. Based on this history, Shyam Metalics and Energy Limited reports quarterly. The most recent call on file is dated July 21, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SHYAMMETL

Exchange

NSEI

Country

IN

Sector

Materials

Industry

Metals and Mining

Calls on record

5

First call

July 23, 2025

Most recent

July 21, 2026

Reporting cadence

quarterly