Sagardeep Alloys earnings calls.

RD Industries reported Q1 FY27 revenue of ₹338.88 croreCurrent reported value: ₹338.88 crore. No comparable prior figure is available in the source record. (+35.2Current reported value: 35.2. No comparable prior figure is available in the source record.% YoY), driven by volume growth to 17,645 MTCurrent 17,645 MT. Reported change: +13.6% YoY. despite geopolitical disruptions affecting raw material procurement. EBITDA declined to ₹33.88Current reported value: 33.88. No comparable prior figure is available in the source record. crore with 10% margin (vs ~13.5% in Q1 FY26), a 350bps contraction attributed to war-related import blockages and elevated freight costs. PAT stood at ₹19.9 crore (+6Current reported value: 6. No comparable prior figure is available in the source record.% YoY) with 5.9% margin. The 50.9% capacity expansion to 156,950 MTPACurrent 156,950 MTPA. Reported change: +50.9% vs prior. (effective May 29, 2026) provides a substantial growth platform but is currently underutilized at ~65% vs optimum 70-75%. Management guided conservatively for 10-20% volume growth in FY27, citing supply chain uncertainty, and expects margins to recover to 12-13% range if geopolitical conditions improve. LME brand registration has begun generating export inquiries. Working capital guidance is 90-100 days. Key riskCurrent reported value: Key risk. No comparable prior figure is available in the source record.: EBITDA margin compression appears structural in near term as the company prioritizes volume maintenance over margin in a disrupted sourcing environment.