Shyam Metalics and Energy Limited has announced an institutional investor meeting scheduled for December 18-19, 2025, as part of its regulatory compliance under SEBI listing obligations. The company has formally notified both BSE and NSE about this upcoming interaction with institutional investors and fund managers.

Meeting Details and Schedule

The institutional investor meeting is planned as a physical group interaction spanning two days in December 2025. The company has provided specific details about the meeting format and locations to ensure transparency with stakeholders.

Plant Locations and Facilities

The investor meetings will be conducted at the company's manufacturing facilities in West Bengal, providing investors with direct access to operational sites. The two designated locations represent key production centers for Shyam Metalics and Energy Limited's manufacturing operations.

The Jamuria and Pakuria facilities in West Bengal serve as important production hubs for the company's diverse product portfolio, which includes TMT bars, stainless steel products, roofing sheets, structural steel, and aluminum foil under various brand names.

Regulatory Compliance and Information Disclosure

The company has emphasized strict adherence to regulatory guidelines regarding information sharing during the investor interactions. All discussions will be limited to publicly available information, ensuring compliance with SEBI disclosure requirements.

Key compliance aspects include:

• No unpublished price-sensitive information (UPSI) will be discussed
• All interactions will be based on publicly available data
• Meeting details have been disclosed under Regulation 30 of SEBI (LODR) Regulations, 2015
• Information is being hosted on the company website at www.shyammetalics.com

Schedule Flexibility and Updates

Shyam Metalics and Energy Limited has noted that the meeting schedule remains subject to change due to any unforeseen circumstances or operational requirements. The company has committed to providing updates if any modifications to the planned schedule become necessary.

This institutional investor meeting represents part of the company's ongoing engagement with the investment community and demonstrates its commitment to maintaining transparent communication with stakeholders while adhering to regulatory requirements.

Shyam Metalics & Energy Limited (SMEL) has reported a mixed performance for November, with significant growth in some product segments while facing challenges in others. The company, known for its diverse product portfolio in the metal industry, demonstrated resilience in a fluctuating market environment.

Key Highlights

• Strong Growth Segments: Pellets, pig iron, and CR sheets showed remarkable growth.
• Challenging Areas: Sponge iron and carbon steel products faced pricing pressures.

Detailed Performance Analysis

Pellet Segment

• Sales volume increased by 131.06% year-over-year
• Slight increase in realization by 1.02% year-over-year

Pig Iron

• Exceptional sales volume growth of 1865.63% year-over-year
• Realization decreased by 11.08% year-over-year

CR Coil/CR Sheets

• Impressive sales volume growth of 1234.68% year-over-year
• Realization increased by 25.04% year-over-year

Sponge Iron

• Sales volume decreased by 7.65% year-over-year
• Realization dropped by 11.08% year-over-year

Carbon Steel

• Marginal increase in sales volume by 0.98% year-over-year
• Realization decreased by 9.18% year-over-year

Product Performance Comparison

Strategic Developments

1. Blast Furnace Plant: SMEL commissioned a blast furnace plant with a capacity of 7.7 lac tonnes per annum, along with sinter and coke oven plants at their Jamuria location in November 2024.

2. Color Coated Plant: The company implemented a color-coated plant in Jamuria in November 2024, now producing color-coated sheets.

3. Roofing Solutions: SMEL offers a premium range of SEL Tiger Roofing Sheets, categorized into four distinct brands:

   • SEL TIGER Royale: Ultra-Premium Color Coated Sheets
   • SEL TIGER ELITE: Premium Color Coated Sheets
   • SEL TIGER AZURE: Galvalume Wider Sheets
   • SEL TIGER ALFA: Galvalume Narrow Sheets

4. HR Tube/Pipe Production: The company began reprocessing leftover side-slitted HR coils for manufacturing rectangular hollow section (RHS) and square hollow section (SHS) pipes, with commercial sales starting in February 2025.

Market Implications

The varied performance across different product segments reflects the complex dynamics of the metal industry. While SMEL has shown remarkable growth in newer segments like pig iron and CR sheets, possibly due to recent capacity additions, traditional segments like sponge iron and carbon steel face challenges, likely due to market oversupply or reduced demand.

The company's strategic investments in new plants and product lines, particularly in value-added products like color-coated sheets and specialized pipes, indicate a forward-looking approach to diversify its product mix and potentially improve profit margins.

Investors and industry observers should closely monitor how SMEL navigates these mixed market conditions, especially its ability to maintain growth in high-performing segments while addressing challenges in others. The company's adaptability and strategic expansions may play crucial roles in its future performance amid fluctuating market demands and pricing pressures.