Thaai Casting FY26: Revenue rises to ₹146.36 crore as capacity and capability build-out continues

FY26 consolidated total income was 146.36 crore, EBITDA was 36.48 crore (EBITDA margin 24.93%), and net profit was 12.75 crore (net margin 8.71%).

H2 FY26 consolidated total income was 83.88 crore, EBITDA was 20.15 crore (margin 24.03%), and net profit was 6.58 crore (net margin 7.84%).

Management stated gas nitriding is a service business where steel parts come from customers, are processed, and dispatched back. They stated about 10 crore revenue last year from three furnaces.

Management stated utilisation was approximately 75-80% in casting and machining divisions during FY26.

The presentation mentions land acquisition near current facilities (S27 & S28) of 45,000 sq. ft. aimed at 100% utilisation by mid-2025, purchase of 3 acres near Plant S58, automation initiatives, and a dedicated gear shaping plant for wind applications.

The presentation notes an order book over 600 crore (stated on the journey slide). In the concall, management stated the order book is around 800 crore excluding gas nitriding.