Thaai Casting Limited held a series of virtual investor meetings on June 4, 2026, to discuss its business performance and strategy. The interactions, conducted via Zoom from 4:00 PM to 5:10 PM, engaged nine institutional investors and analysts. The company confirmed that all discussions were based on generally available information and did not involve any Unpublished Price Sensitive Information (UPSI). No presentation was made by company officials during the interaction.

The meetings were convened pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Sriramulu Anandan, Managing Director, signed the intimation regarding the outcome on June 4, 2026. The filing was submitted to the National Stock Exchange of India Limited.

Investor Participation Details

Thaai Casting Limited manufactures aluminium pressure die casting dies, components, machined parts, and provides induction hardening and nitriding services.

Thaai Casting Limited reported a consolidated net profit of ₹12.75 crore for the financial year ended March 31, 2026, reflecting a growth of 15.32% year-on-year. The company's consolidated total income rose to ₹146.36 crore, an increase of 18.89% from the previous year, driven by steady operational performance and new business wins. The standalone net profit for the year stood at ₹10.28 lakh, while revenue from operations was recorded at ₹12,259.77 lakh.

The company disclosed these figures during its earnings conference call held on May 29, 2026. Management highlighted that the order book currently stands at over ₹800 crore, excluding gas nitriding services. During FY26, the company secured domestic orders worth approximately ₹126.53 crore to be executed over 60 months, along with additional orders worth around ₹76.6 crore.

Financial Performance

For the full year FY26, Thaai Casting reported an EBITDA of ₹36.48 crore, up 19.29% year-on-year, with EBITDA margins expanding to 24.93%. Net cash flow from operating activities improved significantly to ₹35.44 crore from ₹1.19 crore in FY25. The company's total fixed assets, including capital work in progress, increased by approximately 73% to ₹178.53 crore, reflecting investments in capacity enhancement.

On a standalone basis, revenue from operations increased to ₹12,259.77 lakh from ₹10,651.27 lakh in FY25. Total expenses rose to ₹11,052.95 lakh from ₹9,331.96 lakh. The board approved the audited financial statements and the appointment of M/s. SVM & Associates as Cost Auditor and M/s. KEK & Associates, LLP as Internal Auditor for FY27.

Operational Highlights and Expansion

The company maintained healthy utilization levels of 75–80% across its casting and machining divisions. A key operational highlight was the gas nitriding segment, which contributed approximately ₹10 crore in revenue with operating margins of over 30%. The company operates three gas nitriding furnaces and has three additional units in the pipeline.

Thaai Casting is expanding into heavy machining and gear shaping, with a new plant commissioned for windmill gearbox shafts and planetary carriers. The facility is 90% ready, with machines currently in the installation stage. The company also participated in EUROGUSS 2026 in Germany to strengthen its global presence and export ambitions.

Capital Structure

During the year, the company raised approximately ₹3.49 crore via a preferential allotment to support future expansion and technology upgrades. The preferential issue proceeds totaling ₹31,48,97,800 were fully utilized towards expanding production capacity and general corporate purposes. The company also divested its partnership firm SIMTECH CNC during the year, which had contributed around ₹13–14 crore to consolidated revenue.

Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE0QJL01014/d884fdd2088445c7.pdf