Surya Roshni Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Surya Roshni reported Q1 FY27 consolidated revenue of INR2,046 crore, up 28% year-on-year, with EBITDA of INR120 crore and PAT of INR60 crore, up 77% year-on-year. The Lighting & Consumer Durables segment grew 15% year-on-year while Steel Pipes & Strips revenue grew 32% with volume up 21% to 2.28 lakh tons, achieving its highest-ever Q1 sales. Management attributed a shortfall in steel EBITDA per ton to elevated ocean freight costs on older export orders and said the impact would ease in coming quarters as new orders are booked at revised freight rates.
Surya Roshni reported Q4 FY26 consolidated revenue of ₹2,163 crores, broadly flat year-on-year, with EBITDA of ₹170 crores at 7.9% margin and PAT of ₹98 crores. For the full year, revenue reached ₹7,540 crores with EBITDA of ₹541 crores and PAT of ₹286 crores, while the company maintained a net cash surplus of ₹337 crores and declared a total annual dividend of ₹5.00 per share. Management attributed the Steel division's shortfall in volume and EBITDA per ton to the Middle East crisis disrupting exports and raw material availability, while highlighting new export order books from North America.