Bajaj Steel Industries Limited · NSE:BAJAJST
Bajaj Steel Industries — Q4 FY2026 Earnings Presentation
35 slides from Bajaj Steel Industries's earnings presentation, June 2026
Slide 1: Bajaj Steel Industries Q4 & FY26 Investor Presentation
BAJAJ STEEL INDUSTRIES LIMITED A Multi-Product Engineering Company Q4 & FY26 INVESTOR PRESENTATION
Slide 2: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), has been prepared by Bajaj Steel Industries Limited (the “Company”), solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not
Slide 3: Table Of Contents
Table Of Contents 02 04 01 03 Company Annexure Overview Q4 & FY26 Business Highlights Segments www.bajajngp.com 3
Slide 4: Q4 & FY26 Highlights
4 Q4 & FY26 Highlights www.bajajngp.com 4
Slide 5: FY26: Operational & Business Performance Update
FY26 : Operational & Business Performance Update Other Business Segments – Consistently Growing Diversified Portfolio Net Revenue (Rs Cr) • The company continues to strengthen its diversification strategy across multiple verticals, backed by a strong Revenue CAGR of 36%. Other Business Segment • I
Slide 6: Profit & Loss Highlights
Profit & Loss Highlights Consolidated (Rs Cr) Q4FY26 Q4FY25 YoY (%) Q3FY26 QoQ (%) FY26 FY25 YoY (%) Revenue From Operations 116.8 153.5 -23.9% 125.3 -6.8% 524.2 584.8 -10.4% Cost of Goods Sold 63.8 72.0 61.9 257.6 282.8 Employee Benefits Expense 20.6 21.8 21.6 85.0 80.5 Other Expenses 26.7 35.5 32.
Slide 7: Healthy Balance Sheet with Consistent Cash Flow Generation
Healthy Balance Sheet with Consistent Cash Flow Generation Net Worth (Rs Cr) & TOL/TNW* (x) Net Debt to Equity (x) 0.9 0.6 0.7 0.7 -0.1 -0.1 -0.1 0.6 -0.2 387 424 -0.4 207 274 332 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Net Worth TOL/TNW Cash Flow from Operations (Rs Cr) Strong Credit Rati
Slide 8: Balance Sheet Highlights
Balance Sheet Highlights Liabilities (Rs Cr) Mar-25 Mar-26 Assets (Rs Cr) Mar-25 Mar-26 Share Capital 10.4 10.4 PPE & Intangible Assets 175.2 210.7 Reserves & Surplus 377.0 413.6 Capital WIP 19.2 27.1 Shareholders' Funds 387.4 424.0 Financial Assets 8.0 3.9 Long Term Borrowings 22.6 15.3 Other Non-C
Slide 9: Cashflow Highlights
Cashflow Highlights Particulars (Rs Cr) FY25 FY26 (A) Net Cash Flow from Operating Activities 52.1 78.2 (B) Net Cash Flow from Investing Activities -38.1 -58.4 (C) Net Cash Flow from Financing Activities -26.2 -5.0 Net (Decrease)/ Increase in Cash & Cash Equivalents (A+B+C) -12.1 14.8 Opening Cash &
Slide 10: Company Overview
10 Company Overview www.bajajngp.com 10
Slide 11: Bajaj Steel Industries – Key Strengths
Bajaj Steel Industries – Key Strengths Incorporated in 1961 under the visionary leadership of Late Shri Hargovind Bajaj, BSIL has evolved from a Cotton Ginning Machinery Company → Multiproduct Engineering Company 64 Years Manufacturing Presence Across Strong Technology-Led & Financial Prowess of Leg
Slide 12: Our Journey To Becoming A Multiproduct Engineering Company
Our Journey To Becoming A Multiproduct Engineering Company 01Cotton 01 01 Continental 01 01 Electrical Heavy Processing Infrastructure Eagle Panels Engineering Machinery Corporation inc inc inc inc inc e 196 e 201 e 201 e 201 e 202 S S S S S 1 8 2 3 0 • Started with manufacturing • Forayed into the
Slide 13: Manufacturing Prowess: State-of-the-Art facilities
Manufacturing Prowess: State-of-the-Art facilities Manufacturing Facilities Across 100,000 Sq.Mtrs ISO Certifications: ISO 9001:2015 | ISO 14001:2015 | ISO 45001:2018 Research and Development: Collaboration Central Institute For Research On Cotton Technology, Central Building Research Institute, Roo
Slide 14: Extensive, High-quality Machines Catering To Varied Sectors
Extensive, High-quality Machines Catering To Varied Sectors Cutting & Bending Machining Material Handling • 7 Laser Cutting Machines (up to 100 mm SS) • 56 CNC Machines • EOT Cranes (up to 25 MT) • CNC Sheet Benders • 91 Conventional Machines • 11 Hydra Cranes • CNC Press Brakes (16 mm × 6500 mm) •
Slide 15: Global Presence Across 60+ Countries enabling Wide Reach
Global Presence Across 60+ Countries enabling Wide Reach Head-Office: C-108, MIDC Industrial Area, Hingna, Nagpur. USA CIS Countries Manufacturing Units: GCC Countries 13 units in Nagpur, India. Nagpur, India West Africa East Africa Subsidiaries: Brazil Bajaj Coneagle LLC, USA Uganda Peru Bajaj Stee
Slide 16: Long Standing Relationships with Marquee Clients Across the Globe
Long Standing Relationships with Marquee Clients Across the Globe www.bajajngp.com 16
Slide 17: Highly Experienced Management Team
Highly Experienced Management Team… Shri Rohit Bajaj Shri Sunil Bajaj Dr. M.K. Sharma Chairman & MD Executive Director Whole Time Director & CEO Qualification: Bachelor's Degree in Arts Qualification: Bachelor's Degree in Engineering from Manipal Institute Qualification: PhD from Nagpur University (
Slide 18: Guided by a Strong Board of Directors
…Guided by a Strong Board of Directors Shri Deepak Batra Dr. Pankaj Agrawal Mayank Bhandari Non - Executive Director Independent Director Independent Director Qualification: Chartered Accountant with extensive experience in Qualification: Chartered Accountant with decades of experience Qualification
Slide 19: Global Recognition & Industry Leadership
Global Recognition & Industry Leadership Collaboration Central Building Artu K Central Institute For Research Institute, System Integrator Research On Cotton Roorkee Certificate Technology Certificate Of Central Power Underwriters Compliance Research Institute Laboratories Collaboration ISO 9001:201
Slide 20: Business Segments
20 Business Segments www.bajajngp.com 20
Slide 21: Cotton Processing Machinery Division
Cotton Processing Machinery Division Global Leader: Revenue (Rs Cr) • ~35–40% Global Market Share, 50% Domestic Share, 50%+ Revenue from Exports, Presence in 60+ Countries • Awarded India’s Largest & Most Modern Cotton Ginning Machinery Maker – Ministry of Textiles 424 393 385 Complete Portfolio: 30
Slide 22: Infrastructure Division
Infrastructure Division Revenue (Rs Cr) Core Business: Specializes in design, fabrication, and erection of Pre-Engineered Buildings, Industrial Sheds, Warehouses, K-Houses, and Solar Mounting Structures. 113 89 11 82 86 7 10 EPC Projects: Executing turnkey projects for major clients like Indian Oil
Slide 23: Electrical Panel Division
Electrical Panel Division Revenue (Rs Cr) Product Range: Manufactures and sells a wide range of Electrical Panels (Power & Motor Control Centers, APFC Panels, LT & HT Panels, IMCC Panels, Drive Panels, PLC & SCADA Panels, AMF Panels, Synchronization Panels, Control Panels, Lighting Panels, Power Dis
Slide 24: Heavy Engineering Division
Heavy Engineering Division Custom Fabrication: Revenue (Rs Cr) Specializes in tailored fabrication/structural solutions for OEMs in Steel, Cement, Mineral, and Power sectors. The division also produces products like aerobridges & passenger boarding systems, Biomass Pellets, etc. 42 33 10 New Segment
Slide 25: Other Products
Other Products Fire Fighting Systems Steel Doors (Fire, Hospital, Commercial & Dom. Application) Duct Systems & Cyclone Revenue (Rs Cr) Duct Solutions 19 16 13 4 12 2 16 15 13 Fire Alarm and Fire Fire Hydrant Single Leaf Two Leaf Door Fire Door 10 Detection Systems Extinguishers Pumps Door Models Mo
Slide 26: Annexure
26 Annexure www.bajajngp.com 26
Slide 27: Manufacturing Facilities Across 100,000 Sq.Mtrs
Manufacturing Facilities Across 100,000 Sq.Mtrs C-108, MIDC, Hingna, Nagpur C-20-10, MIDC, Hingna, Nagpur G6-G7, MIDC, Hingna, Nagpur Area: 26,830 Sq. Mtrs. Area: 3,868 Sq. Mtrs. Area: 24,000 Sq. Mtrs. Divisions: Cotton Processing M/c Divisions: Cotton Processing M/c Divisions: Cotton Processing M/c
Slide 28: Executed Projects (Cotton Processing Machinery Division)
Executed Projects (Cotton Processing Machinery Division) Domestic Ginning Plants Exported Ginning Plants www.bajajngp.com 28
Slide 29: Executed Projects (Infrastructure Division)
Executed Projects (Infrastructure Division) PROJECT YEAR OF COMPLETION LOCATION PROJECT YEAR OF COMPLETION LOCATION Industrial Shed 2024 CH.SAMBHAJINAGAR Warehouse 2025 KOLHAPUR SPECIAL FEATURE - Multi Span Industrial Shed Of 80, 000 Sq.Ft at Ch.Sambhajinagar SPECIAL FEATURE - Construction Of 3000 M
Slide 30: Executed Projects (Electrical Panels)
Executed Projects (Electrical Panels) Electrical panel supplied to one of our Foreign Client Electrification work of Spinning Mills www.bajajngp.com 30
Slide 31: Executed Projects (Heavy Engineering Division 1)
Executed Projects (Heavy Engineering Division 1) Torres Actor drum assembly for Molten Steel transfer Car for steel plants, Primetals Torrefaction plant, TSI USA www.bajajngp.com 31
Slide 32: Executed Projects (Heavy Engineering Division 2)
Executed Projects (Heavy Engineering Division 2) Passenger Boarding Bridge 6-Meter Stacker Wheel for Limestone Mines www.bajajngp.com 32
Slide 33: Executed Projects (Others)
Executed Projects (Others) Telescopic Conveyor for Godrej Metro Station, Nagpur – Fire Fighting System Consumer Products Limited, Sikkim www.bajajngp.com 33
Slide 34: Stock Information
Stock Information Shareholding Pattern (as on 31st March 2026) Script Related Information (as on 27th May 2026) BSE/NSE Code 507944 | BAJAJST Public CMP (Rs) 368.5 43.38% Market Cap (Rs Cr) 369.6 Promoters 56.62% Shares O/s (Cr) 2.08 Face Value (Rs) 5 Average Trading Volume Promoters Public 23.5 (‘0
Slide 35: Contact Us
CONTACT US Bajaj Steel Industries Limited Manish Sharma | sharma.manish@bajajngp.com Rachit Jain | rachit.jain@bajajngp.com Phone: 07104238101 Stellar IR Advisors Pvt. Ltd. Akhilesh Gandhi, CFA | akhilesh@stellar-ir.com Regd. Office: Plot No. C-108, MIDC Industrial Area, Hingna Nagpur - 440016 Omkar
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