NELCAST / guidance tracker

Keep management guidance in view.

Nelcast · forward-looking guidance across the available source record.

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Guidance tracker

What management said would happen.

FY26 Volume Target: 88,000-90,000 tons

Full-year production guidance confirmed at 88,000-90,000 tons based on strong domestic demand and sequential export improvement.

growth

FY27 Minimum 10% Volume Growth

Management expressed absolute confidence in achieving at least 10% volume growth next year driven by new product launches and export recovery, with potential to beat if programs launch without delays.

growth

EBITDA/kg trajectory to ₹17-18 in 2-3 years

Working toward improving EBITDA per kg from current ₹15 level toward ₹17-18 over the next 2-3 years as high-value Pedapara products scale and utilization improves.

margins

Pedapara utilization toward 60% by FY28

As high-value programs ramp over next 2-3 years, utilization at the Pedapara facility expected to move toward 60% from low recent base, supporting margin expansion and improved asset turns.

expansion