Jindal Stainless Limited · NSE:JSL
Jindal Stainless — Q4 FY25 Earnings Presentation
17 slides from Jindal Stainless's earnings presentation, May 8, 2025
Slide 1: Exchange filing cover letter – Earnings Presentation Q4FY25 & FY25
08th May, 2025 BSE Limited National Stock Exchange of India Ltd. Corporate Relationship Department, Exchange Plaza, 5th Floor, 1st Floor, New Trading Ring, Plot no. C/1, G Block Rotunda Building, P J Towers, Bandra-Kurla Complex, Bandra (E), Dalal Street, Fort, Mumbai – 400 001 Mumbai-400051 Ph. 022
Slide 2: Q4 FY25 & FY25 Earnings Presentation
JINDAL STAINLESS LTD Q4 FY25 & FY25 Earnings Presentation May 8, 2025
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which has been prepared by Jindal Stainless Limited (referred to “respective company (ies)”) for this joint earning presentation, are purely for information purposes only and is not, and is not intended to be, an offer, o
Slide 4: Standalone Operational and Financial Performance
Standalone Operational and 3 Financial Performance
Slide 5: Key Financials Highlights
Key Financials Highlights Sales Composition – Q4 FY25 Export 8% Sales Volume (‘000 MT*) 2,373 2,175 Domestic 92% 570 588 643 Sales Composition – FY25 Export 9% Q4 FY24 Q3 FY25 Q4 FY25 FY24 FY25 Shift (%) QoQ: 9% YoY: 13% YoY: 9% Domestic 91% 4 *MT- Metric Ton
Slide 6: Key Financials Highlights
Key Financials Highlights Net Revenue EBITDA 4,036 40,182 3,905 38,356 9,521 10,066 10,786 827 1,003 890 Q4 FY24 Q3 FY25 Q4 FY25 FY24 FY25 Q4 FY24 Q3 FY25 Q4 FY25 FY24 FY25 Shift (%) QoQ: 7% YoY: 13% YoY: 5% Shift (%) QoQ: -11% YoY: 8% YoY: -3% PAT 2,531 2,711 925 476 619 Q4 FY24 Q3 FY25 Q4 FY25 FY2
Slide 7: External Debt & Key Ratios
External Debt & Key Ratios As on As on As on Mar'24 Mar'25 Borrowings (Standalone) March December March 2025 2024 2024 Debt 0.6 0.6 Long term debt 3,228 3,344 3,203 Short term debt 878 1,237 593 0.2 0.1 Total Debt 4,107 4,581 3,796 Cash & Bank balances 1,857 1,237 1,378 Net Debt 2,250 3,344 2,418 Ne
Slide 8: JUSL Performance
JUSL Performance EBITDA Interest Cost 781 708 204 178 FY24 FY25 FY24 FY25 PAT 316 289 FY24 FY25 All figures in INR. crore unless stated otherwise 7
Slide 9: Market Update
Market Update Railways – wagons, coaches Infrastructure Process Industry metros • Rising use of stainless steel in • Consistent coach demand; FY26 growth to be supported by Amrit Bharat, Vande infrastructure—especially in Flyovers, • Moderate demand in Oil & Gas, Power Bharat trainsets & positive ou
Slide 10: Key Raw Materials- Price trend
Key Raw Materials- Price trend Nickel (USD/MT) 22,308 20,401 17,288 18,413 16,589 16,259 16,038 15,571 Q1 FY24 Q2 FY24 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Note: Average quarterly prices; Source: LME Ferrochrome (INR/MT) 116,715 110,071 109,588 108,223 108,015 107,473 107,187 99,742 Q1 FY
Slide 11: Q4 FY25 Earnings call
CORPORATE ACCESS Q4 FY25 Earnings call CORPORATE ACCESS JM Financial Institutional Securities invites you to the 4QFY25 and FY25 earnings conference call with Jindal Stainless Limited on Friday, 9 May 2025 04:00 PM IST | 06:30 AM USA EDT | 11:30 AM UK TIME | 06:30 PM HK/SINGAPORE TIME Company Partic
Slide 12: Annexure
Annexure 11
Slide 13: Abridged P&L Statement (Standalone)
Abridged P&L Statement (Standalone) YoY QoQ YoY Particular (Rs. crore) Q4FY25 Q4FY24 Q3FY25 FY25 FY24 Change (%) Change (%) Change (%) Revenue from operations 10,786 9,521 13% 10,066 7% 40,182 38,356 5% Total Expenditure 9,895 8,693 14% 9,062 9% 36,276 34,320 6% EBITDA 890 827 8% 1,003 (11%) 3,905 4
Slide 14: Abridged P&L Statement (Consolidated)
Abridged P&L Statement (Consolidated) QoQ YoY YoY Particular (Rs. crore) Q4FY25 Q3FY25 Q4FY24 FY25 FY24 Change (%) Change (%) Change (%) Revenue from operations 10,198 9,907 3% 9,454 8% 39,312 38,562 2% Total Expenditure 9,137 8,700 5% 8,419 9% 34,646 33,858 2% EBITDA 1,061 1,208 (12%) 1,035 2% 4,66
Slide 15: Shareholding Pattern
Shareholding Pattern Floating Stock % FII 21.4% Promoters Other 60.9% 39.1% Retails & others 10.8% DII 6.9% 14 Shareholding pattern for the period ended 31st March 2025
Slide 16: Contact Us
Contact Us About Us: India’s leading stainless-steel manufacturer, Jindal Stainless, had an annual turnover of INR 40,182 crore (USD 4.75 billion) in FY25 and is ramping up its facilities to reach 4.2 million tonnes of annual melt capacity in FY27. It has 16 stainless steel manufacturing and process
Slide 17: Thank You
Thank You 16