Steelcast Limited has released the transcript of its Q3FY26 earnings conference call conducted on January 30, 2026, following the Board of Directors meeting. The comprehensive transcript provides detailed management commentary on the company's quarterly performance and strategic outlook.

Regulatory Compliance and Disclosure

Pursuant to Regulation 30 and 46 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the company has made the earnings call transcript available to stakeholders. The document was filed with BSE Limited and National Stock Exchange of India Limited on February 5, 2026.

Management Participation and Key Personnel

The earnings conference call was moderated by Ernst & Young and featured comprehensive participation from Steelcast's senior management team:

Financial Performance Highlights from Call

During the earnings call, management provided detailed commentary on Q3FY26 performance metrics. The company reported revenue from operations of ₹97.40 crores, representing a moderate decline of 3.08% compared to ₹100.50 crores in Q3FY25.

Strategic Outlook and Business Development

Management highlighted significant product development initiatives across multiple financial years. The company developed 56 parts in FY25, 46 parts in the current FY26, and plans to develop 42 parts in FY27, totaling 144 new components. Management confirmed having tooling and sample purchase orders for all FY27 developments.

Capacity Utilization and Growth Projections

The earnings call revealed current capacity utilization at 46% for Q3FY26, with projections for 58% utilization in the next financial year. Management expressed confidence in achieving approximately 90% capacity utilization by FY29, representing around 26,000 tons of production capacity.

Market Diversification and Export Strategy

Management discussed geographic diversification efforts, currently exporting to 16 countries with plans to expand to 18 countries within 60-90 days. The company maintains competitive pricing advantages over Chinese suppliers across key product categories, with cost advantages of approximately 5%, 12%, and 13% respectively.

For Q3FY26, exports contributed 63% of revenues while domestic sales accounted for 37%. Management projects maintaining export ratios between 55-65% with domestic sales at 35-45% in coming years. US market exposure is expected to moderate from historical 30% levels to approximately 25-26% of total sales.

Infrastructure and Sustainability Initiatives

The company's 2.4-megawatt hybrid power plant project is expected to be commissioned by June 30, 2026, with projected annual savings of ₹3.50-4.00 crores. This initiative supports both cost efficiency enhancement and sustainability objectives while preparing for future volume growth.

Investor Access and Transparency

The complete earnings call transcript is available on the company's website at the provided investor relations link. This disclosure demonstrates Steelcast's commitment to transparency and comprehensive stakeholder communication, providing detailed insights into quarterly performance and strategic direction for interested investors and analysts.

Steelcast Limited has announced its 293rd board meeting scheduled for January 30, 2026, to be conducted through video conferencing. The meeting will address key financial matters including quarterly results and dividend declarations for the ongoing financial year.

Board Meeting Agenda

The board meeting will consider and approve several important items as outlined in the company's official notice dated January 21, 2026. The primary agenda items demonstrate the company's commitment to regular financial reporting and shareholder returns.

Regulatory Compliance and Trading Window

In adherence to regulatory requirements under Regulation 29 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the company has issued formal notice to both BSE Limited and National Stock Exchange of India Limited. The notice ensures transparency and compliance with stock exchange listing obligations.

The company has implemented a trading window closure as per its Code of Fair Disclosures and Conduct for Prevention of Insider Trading. This measure aligns with SEBI (Prohibition of Insider Trading) Regulation, 2015, as amended from time to time.

Corporate Communication

The official communication was signed by Umesh V Bhatt, Company Secretary of Steelcast Limited, and digitally authenticated on January 21, 2026. The notice was simultaneously sent to both major stock exchanges where the company's shares are listed, ensuring comprehensive market communication.

The company's proactive approach to regulatory compliance and shareholder communication reflects its commitment to corporate governance standards. The scheduled board meeting represents a routine but significant corporate event that will provide stakeholders with updated financial performance metrics for the third quarter of FY2025-26.