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 Limited , a leading producer of ductile and grey iron castings in India, reported mixed financial results for the first half of fiscal year 2026, with flat revenue growth and improved profitability despite challenges in the export market.

Key Financial Highlights

• Total revenue remained largely flat at Rs 639.00 crores in H1FY26 compared to Rs 637.40 crores in H1FY25.
• Quarterly revenue declined to Rs 303.00 crores in Q2FY26 from Rs 335.00 crores in Q2FY25.
• EBITDA per kg improved marginally to Rs 12.50 in H1FY26 from Rs 11.80 in H1FY25, representing 5.93% growth.
• Profit after tax increased to Rs 17.30 crores in H1FY26 from Rs 14.00 crores in H1FY25 (adjusted), showing 23.57% growth.

Sector-wise Performance

Nelcast's performance across different sectors showed mixed results:

Export Market Challenges

Nelcast's export performance was impacted by the U.S. economic slowdown due to additional tariffs, affecting both realizations and volumes. This led to a decline in the export segment's contribution to overall revenue.

Domestic Market Performance

While exports faced challenges, Nelcast's domestic market performance showed resilience:

• The tractor segment's share of revenue rose from 25% to 27% in H1FY26, supported by favorable seasonal conditions and strong rural demand.
• Medium and Heavy Commercial Vehicles (M&HCV) maintained a steady 36% contribution to overall revenue.

Future Outlook

Despite the current challenges, Nelcast remains cautiously optimistic about its future prospects:

1. The company expects FY26 to be a consolidation year with demand strengthening toward year-end.
2. New product launches and export market recovery are anticipated to drive growth.
3. Nelcast has successfully developed high value-added castings for the export market and has initiated sampling, with positive customer feedback.

Nelcast's financial results reflect the current global economic challenges, particularly in the export market. However, the company's improved profitability and strategic focus on high-value products position it for potential growth as market conditions improve. Investors and stakeholders will be watching closely to see how Nelcast navigates these challenges and capitalizes on emerging opportunities in the coming quarters.