Shankara Buildpro Q3 FY26 Earnings Call Transcript Released
Shankara Buildpro Limited released Q3 FY26 earnings call transcripts. The company reported a 37% YoY growth in steel sales volume for Q3 FY26 to 2.61 lakh tonnes. Overall revenue grew 29% YoY to ₹1666 crore in Q3. Profit after tax for 9 months increased 77% YoY to ₹86.5 crore. ROCE stood at 37%. The company targets 1 million tonnes in steel volume for FY26.
The release of earnings call transcripts provides detailed insights into the company's performance, strategic direction, and management's outlook, which are crucial for investors to make informed decisions.
The company reported strong year-on-year growth in steel sales volume and revenue, significant profit after tax growth, and a healthy ROCE. Management expressed optimism for the financial year-end and future growth.
Shankara Buildpro Limited has released the transcripts for its Q3 and 9M FY26 Earnings Conference Call, which was held on February 12, 2026. The call marked the company's first earnings call post its demerger from Shankara Building Products Limited and subsequent listing on January 9, 2026.
During the call, the management highlighted robust steel sales volume growth of 37% year-on-year for Q3 FY26, reaching 2.61 lakh tonnes, and 38% for 9M FY26, totaling 7.27 lakh tonnes. Steel sales revenue grew by 34% year-on-year for both periods, amounting to ₹1520 crore for Q3 and ₹4384 crore for 9M FY26. The non-steel segment reported sales of ₹146 crore for the quarter and ₹445 crore for the nine months. Overall, the company achieved a top-line of ₹1666 crore for Q3 FY26 and ₹4829 crore for 9M FY26, representing a year-on-year growth of 29% and 30%, respectively. EBITDA margins for Q3 FY26 were reported at 3.30% (₹55 crore) and for 9M FY26 at 3.28% (₹158 crore), an improvement from the previous year. Profit after tax for the 9 months stood at ₹86.5 crore, a 77% increase year-on-year. The company also reported a strong ROCE of 37% for 9M FY26 with working capital under 30 days and is optimistic about closing the financial year on a healthy note, targeting 1 million tonnes in steel volume on a standalone basis.
The management discussed the contrasting demand trends between steel and non-steel sectors. Steel demand remained strong, supported by infrastructure spending, while non-steel demand faced headwinds due to weak export markets, raw material volatility, and extended monsoons. The company is focused on expanding its reach, deepening category penetration, and maintaining financial discipline. The management also addressed queries regarding revenue growth, trade vs. non-trade mix, potential inventory gains due to price increases, the impact of a new labor code and demerger costs on PAT, and strategies to achieve the target of 20% non-steel revenue contribution by FY2027 (revised guidance suggests FY2029-FY2030 for a ₹10,000 crore top line). Future aspirations include reaching 4% EBITDA margins within two years, with a focus on margin improvement beyond FY2027.
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