Nelcast Limited has formally announced its quarterly earnings conference call to discuss Q3FY2025-26 financial results. The company issued the notification on January 20, 2026, in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Earnings Call Schedule

The conference call has been scheduled for the following date and time:

Key Company Representatives

The earnings call will feature senior management officials who will present and discuss the quarterly results:

• Mr. P. Deepak - Chief Executive Officer & Managing Director
• Mr. S.K. Sivakumar - Chief Financial Officer

Dial-in Information

The company has provided comprehensive access details for participants to join the conference call:

Domestic Access

• Universal Numbers: +91 22 6280 1107 / +91 22 7115 8008
• Accessibility: Available from all networks and countries
• Diamond Passcode: Available through company communication

International Dial-in Options

For global participants, toll-free numbers are available across multiple time zones:

Contact Information

For additional information regarding the earnings call, participants can reach out to:

Company Contact:

• Mr. S.K. Sivakumar
• Email: Nelcast@nelcast.com

Investor Relations Support:

• E&Y LLP – Investor Relations
• Vikash Verma: vikash.verma1@in.ey.com
• Abhishek Bhatt: abhishek.bhatt3@in.ey.com

Regulatory Compliance

The earnings call announcement was signed by S.K. Sivakumar, Company Secretary, and submitted to both BSE Limited and National Stock Exchange of India Limited. The company noted that the schedule remains subject to change due to exigencies on the part of analysts or the company. This quarterly disclosure demonstrates Nelcast Limited's commitment to maintaining transparency with stakeholders and fulfilling its regulatory obligations under SEBI guidelines.

Nelcast Ltd. , a leading producer of ductile and grey iron castings in India, has reported a moderate performance for Q2 and H1 FY26, with exports affected by a slowdown in the U.S. economy. The company, however, remains optimistic about a recovery in the latter half of the fiscal year.

Financial Performance

For the half-year ended September 30, 2025, Nelcast reported:

*Note: H1 FY25 PAT included an exceptional income of ₹3.80 Cr from land sale.

Export Challenges and Domestic Resilience

The company's Q2 performance was impacted by a slowdown in the U.S. economy, attributed to the imposition of additional tariffs. This led to temporary production pauses by customers, affecting Nelcast's export volumes. However, domestic demand remained steady, supported by strong tractor and Medium & Heavy Commercial Vehicle (M&HCV) sales.

Segment-wise Performance

• Tractor segment: Revenue share increased from 25% to 27% in H1 FY26.
• M&HCV segment: Maintained a steady 36% contribution to overall revenue.
• Exports: Declined from 36% in H1 FY25 to 31% in H1 FY26 due to the U.S. economic slowdown.

Future Outlook

Deepak Reddy Ponnavolu, Managing Director & CEO of Nelcast, expressed optimism about the company's future prospects:

"We expect export volumes to recover by the end of the financial year as customer schedules normalize. We have successfully developed high value-added castings for the export market and have initiated sampling. The feedback from customers has been very positive. These products are high-margin and strategically important for Nelcast as they will help expand margins, improve capacity utilization, and deliver economies of scale."

The company anticipates market conditions to improve by the end of FY26, with commercial sales of new high-value products expected to begin in the first half of FY27.

Strategic Initiatives

Nelcast is focusing on:

1. Developing high value-added castings for export markets
2. Improving operational efficiency
3. Capitalizing on global opportunities

The company believes these initiatives will drive a turnaround in the coming years, positioning Nelcast for strong growth and improved profitability.

As Nelcast navigates through the current challenges, it remains committed to delivering value to its stakeholders through strategic product development and market expansion efforts.