)
Visual
test
Bajaj Steel Industries
Bajaj Steel Industries (BAJAJST) investor relations material
Bajaj Steel Industries Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary8 Nov, 2025
Executive summary
Achieved strong revenue growth of 62% QoQ and 15% YoY in Q2FY26, with margin improvement driven by major order executions in Pre-Engineered Buildings and Electrical Panels, and growth in Cotton Ginning Machinery.
H1FY26 performance was impacted by delays in the Cotton Processing Machinery segment due to client site readiness and deferred customer advances, affecting machinery dispatches and operating profit.
Board approved unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025, with review by independent auditors and no material misstatements noted.
Order book stood at Rs 520 Cr as of September 30, 2025, with significant new orders and advances received in November, indicating improving business sentiment.
Maintained a healthy ROE of 25% and ROCE of 20%, with a net debt-free balance sheet (Net Debt/Equity: -0.12x).
Financial highlights
Q2FY26 consolidated revenue from operations was Rs 174.6 Cr, up 14.7% YoY and 62.4% QoQ; H1FY26 revenue was Rs 282.2 Cr, down 3.8% YoY.
Q2FY26 consolidated PAT was Rs 21.3 Cr (12.1% margin), up 22% YoY and 187.5% QoQ; H1FY26 PAT was Rs 28.7 Cr.
Q2FY26 EBITDA was Rs 31.8 Cr (18.2% margin), up 25.6% YoY and 134.7% QoQ; H1FY26 EBITDA was Rs 45.3 Cr.
Q1FY25 PAT included a one-time dividend of Rs 27 Cr from the US subsidiary.
Annual FY25 revenue was Rs 585 Cr, EBITDA Rs 92 Cr (15.8% margin), PAT Rs 84 Cr (14.1% margin), and EPS Rs 40.3.
Outlook and guidance
Receipt of customer advances in November signals a pickup in growth momentum for H2FY26.
Planned capex of Rs 300-350 Cr over 2–3 years to support growth across Cotton Processing, Infrastructure, Electrical Panels, Heavy Engineering, and Other Products.
Roadmap in place for Electrical Panel and Heavy Engineering divisions, with focus on new geographies and client engagement.
Earnings per share figures for prior periods have been restated to reflect bonus share allotment.
The company continues to identify 'Multiple Engineering Products' as its only reportable segment.
H1 operational profit decline drivers?
H1 operating cash flow improvement drivers?
Details on H1 capital work-in-progress increase?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 9432
Revenue and profit rose, comprehensive income surged, and financial business expanded. - APTUS
AUM up 21% YoY, profit up 26%, strong asset quality, digital adoption, and capital adequacy. - JSWCEMENT
Q3 FY26 delivered 14% volume and 13% revenue growth, with EBITDA up 32% and PAT at ₹130.6 crore. - SAATVIKGL
Revenue and profit more than doubled YoY, with strong execution and capacity expansion. - 009830
FY2025 revenue rose, but operating losses widened amid persistent market and policy risks. - IKS
Q3 FY26 saw 24% revenue growth, 40%+ EBITDA growth, and strong cash generation. - CCL
Q3 delivered strong revenue and profit growth, lower debt, and an interim dividend of Rs. 2.75. - 500480
Record gross margins and strong distribution offset Power Gen and export softness; FY26 outlook robust. - HEXT
CY25 revenue up 7.6% YoY, strong AI launches, and CY26 growth expected to accelerate. - SHAK
Revenue up 16.5%, net income $10.4M, and 23 new Shacks opened, with margin expansion.
Next Bajaj Steel Industries earnings date
Q3 25/2614 Feb, 2026
Bajaj Steel Industries
Next Bajaj Steel Industries earnings date
Q3 25/2614 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Bajaj Steel Industries Limited operates in the manufacturing sector, providing machinery and equipment for the cotton ginning and pressing industry. The company designs and manufactures a wide range of products, including ginning machines, pre-cleaners, lint cleaners, and automation systems for the cotton processing industry. In addition to machinery, it offers complete turnkey solutions for cotton ginning and pressing plants, focusing on improving efficiency and productivity. The company serves agricultural and industrial sectors, primarily catering to cotton producers and processors globally. The company is headquartered in Nagpur, Maharashtra, and its shares are listed on the BSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage