JSW Steel Limited — Q4 FY25
JSW Steel reported a strong Q4 FY25 with consolidated revenue of INR 44,819 crore and EBITDA of INR 6,378 crore (14.2% margin).
bullish
high
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q3 FY25
FY25 volume guidance at ~98% of 28.4M tons production target
Management expects to achieve around 98% of the guided production volume of 28.4 million tons for FY25, due to delayed startup of JVML facility.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY25
Q4 coking coal cost reduction of $10-$15 per ton
Coking coal costs are expected to be lower by about $10-$15 per ton in Q4, aiding margins.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY25
Q4 iron ore cost benefit of ~₹350/ton from NMDC price cut
NMDC's iron ore price reduction of about ₹350 per ton in January will reflect in consumption costs in February and March.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1