JSW Steel
Manufacturing · 12 quarters tracked · source-linked performance and management context.
Latest revenue
₹51,100 Cr
verified financial record
Quarters tracked
12
source records in the directory
Delivery assessment
Assessment incomplete
Across 25 tracked commitments. Delivery assessment incomplete while 10 remain unresolved or evidence-limited.
Call date
2026-04-28
latest available source date
Signal trajectory
12 actual quartersCurrent read
Assessment incomplete
Across 25 tracked commitments. Delivery assessment incomplete while 10 remain unresolved or evidence-limited.
Latest source read
What changed this quarter?
JSW Steel reported a strong Q4 FY26 with consolidated revenue crossing ₹51,100 crore for the first time, adjusted EBITDA of ₹9,713 crore (19% margin), and normalized PAT of ₹3,475 crore (excluding exceptional gain of ₹17,888 crore from BPSL JV). The quarter was driven by record steel sales of ~8 million tons, 96% capacity utilization (ex-BF shutdown), and improved product mix. Management guided FY27 consolidated production of 29.75 million tons (+13% YoY) and sales of 28.6 million tons (+10% YoY), supported by domestic demand growth of 7-9%. Key risks include higher coking coal costs ($12-15/ton QoQ), Middle East conflict impacting gas/LPG supply, and potential safeguard duty withdrawal. The company announced a capex plan of ₹126,000 crore over 4-5 years to reach 62 million tons standalone capacity by FY32.
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Signal
Positive
Revenue
₹51,100 Cr
Source date
2026-04-28
Across the record
Quarter history.
History modules