Karbonsteelengineering earnings calls.

Karbonsteelengineering delivered 300 crore revenueCurrent reported value: 300 crore revenue. No comparable prior figure is available in the source record. in FY26, crossing the 300-crore milestone for the first time versus 273 crore in FY25Current reported value: 273 crore in FY25. No comparable prior figure is available in the source record., though this was below the ~340 crore potential due to one-time disruptions. The company reported 10.86% EBITDA marginCurrent reported value: 10.86% EBITDA margin. No comparable prior figure is available in the source record. and 10.51 crore PATCurrent reported value: 10.51 crore PAT. No comparable prior figure is available in the source record., but normalized PAT at 16.56 croreCurrent reported value: 16.56 crore. No comparable prior figure is available in the source record. after accounting for 1.65 crore NCL bad debt write-off, 2.4 crore rental costs for the delayed Umbergaon expansion, and plant shifting charges. LPG supply crisisCurrent reported value: LPG supply crisis. No comparable prior figure is available in the source record. starting March and labor migrationCurrent reported value: labor migration. No comparable prior figure is available in the source record. impacted Q4 execution, while steel price inflation (~25% YoY) was largely passed through via PV clauses but compressed margins on fixed conversion costs. The order book stands at 350 croreCurrent order book stands at 350 crore. Reported change: +150 Cr QoQ. (as of May), providing strong visibility. Capacity expansion to 54,000 tonsCurrent reported value: 54,000 tons. No comparable prior figure is available in the source record. from 30,000 tons is 60%Current 60%. Reported change: On Track for Oct-26. complete, targeted for October completion. The company guides FY27 revenue of ~400 croreCurrent reported value: ~400 crore. No comparable prior figure is available in the source record. (40,000 tons at 100 rupees/kg), normalized EBITDA margin of 12-13%Current reported value: 12-13%. No comparable prior figure is available in the source record., and PAT margins of 4-5%Current reported value: 4-5%. No comparable prior figure is available in the source record. expanding to 7-8% by FY28-FY29 as automation delivers 15-20% efficiency gains. Key risks include labor dependency, incomplete capacity ramp, and working capital intensity (130 inventory days).