EBITDA per ton to remain Rs 10,000-15,000 range
Management stated from experience that margins will not decline materially from current levels and should remain in the Rs 10,000-15,000 per ton range.
MAHSEAMLES / guidance tracker
Keep management guidance in view.
Maharashtra Seamless · forward-looking guidance across the available source record.
Research layer active
Guidance tracker
What management said would happen.
margins
Premium connections production in ~6 months
Royalty agreement signed with foreign partner for premium connections; production expected to commence in approximately 6 months targeting the 50,000-1 lakh ton domestic market.
Telangana finishing line partially operational this quarter
Purchase orders of Rs 90 crore issued for the Telangana finishing line; some portion expected to start in current quarter, resolving the 1 lakh ton finishing bottleneck.
No formal revenue/profit guidance
Management explicitly stated they do not provide specific guidance but expressed cautious optimism pending Union Budget impact on government oil & gas expenditure.