Surya Roshni Ltd (BOM:500336) Q4 2025 Earnings Call Highlights: Strong EBITDA Growth and ...
Release Date: May 14, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Surya Roshni Ltd (BOM:500336) reported a 22% year-on-year growth in EBITDA for Q4 FY25, reaching INR 211 crore.
The company achieved a 26% increase in profit before tax, amounting to INR 175 crore.
Surya Roshni Ltd became a zero-debt company with a net cash surplus of INR 342 crore as of March 31, 2025.
The steel pipe and strip segment achieved a historical sales volume, marking a 9% year-on-year growth.
The company declared a final dividend of INR 3 per share, demonstrating its commitment to shareholder value.
Consolidated revenue for the full year FY25 declined by 5% compared to the previous year.
The revenue decrease was primarily due to lower HR coil prices during the year.
Despite growth in EBITDA, the lighting and consumer durable segment faced significant industry challenges, including price erosion and input cost pressures.
The company's revenue from the steel pipe and strip segment decreased by 8% for the full year FY25.
Surya Roshni Ltd's working capital cycle increased to 55 days, indicating potential inefficiencies in managing inventory and receivables.
Warning! GuruFocus has detected 4 Warning Sign with PHYS.
Q: What cost savings can be expected once the Hindupur facility becomes operational? A: Unidentified_2 (Managing Director): The Hindupur facility will enhance capacity and improve EBITDA margins by reducing fixed costs. This will lead to overall cost savings and improved profitability for the company.
Q: How confident is the company in achieving the 1.1 million tons sales volume target for next year? A: Unidentified_2 (Managing Director): We are confident in achieving this target due to the strong demand in the US market, particularly for API oil and gas pipes. The reduction in anti-dumping duty from 19% to 2.3% will also aid in reaching this goal.
Q: What is the expected revenue growth for the lighting and consumer durable segment? A: Unidentified_2 (Managing Director): We are targeting double-digit revenue growth for the lighting and consumer durable segment in FY26, leveraging our strong distribution network and innovative product portfolio.
Q: What is the company's plan regarding capital expenditure over the next two years? A: Unidentified_2 (Managing Director): We have outlined a 500 crore CapEx plan over the next two years, with 250 crore allocated for greenfield projects and the remaining for the DFT plant in Gujarat and other strategic initiatives.
Q: How will the recent tariff changes impact the company's exports? A: Unidentified_2 (Managing Director): The reduction in tariffs, particularly for API pipes, will positively impact our exports to the US, allowing us to be more competitive and potentially increase our market share.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
This article first appeared on GuruFocus.
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