JINDAL STEEL LIMITED (JINDALSTEL)
TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON OCTOBER 23, 2026
AI summary
- Q2FY27 gross revenue 19,448 Cr +44% y-y; net revenue 16,704 Cr +43% y-y; sales volume 2.38 mn tons
- EBITDA 2,504 Cr +34% y-y; EBITDA/ton 10,529 INR +5% y-y; PAT 771 Cr
- Production target 11 mn tons FY27; H1 at 4.79 mn tons, H2 aiming 6 mn tons
- Shift to 65% flat products mix by FY27; plates production 220k tons/month
- INR 700/ton cost saving from slurry pipeline starting commercial ops Oct 2026
- Net debt reduced to 14,786 Cr; net debt/EBITDA improved to 1.5x
- Capex guidance 7,500-10,000 Cr annually; H1 capex 3,187 Cr
- Coking coal cost stable at $12-15/ton; potential $20-25/ton impact in Q3
- Coal gasification plant reduces fuel cost by INR 70/kg vs propane
- Export volume ~100k tons/month; positive outlook on EU trade
- Multiple analyst queries on production ramp-up, cost inflation, and product mix confirmed strong execution
Source: Original filing PDF
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🚨 JINDALSTEL — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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