Karbonsteel Engineering Limited · BSE:KARBON
Karbonsteel Engineering — FY2026 Earnings Presentation
38 slides from Karbonsteel Engineering's earnings presentation, Jun 12, 2026
Slide 1: BSE filing cover letter under Regulation 30
Date: June 12, 2026 To, The Secretary, Listing Department Bombay Stock Exchange Ltd Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400 001, MH, IN. Subject: Intimation under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations,
Slide 2: Karbonsteel Engineering Limited Investor Presentation
Karbonsteel Engineering Limited Investor Presentation
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Investor Presentation”), which have been prepared by Karbonsteel Engineering Limited (the “Company”) solely for the information purposes, do not constitute any offer, recommendation, or invitation to purchase or subscribe for any securit
Slide 4: Business Overview
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Slide 5: Karbonsteel Engineering Limited: Engineering Strength With Precision
Karbonsteel Engineering Limited: Engineering Strength With Precision Karbonsteel Engineering Limited (The Company, Karbonsteel) is a structural engineering and fabrication company engaged in the design, manufacturing and assembly of heavy and precision steel structures tailored for industrial and in
Slide 6: Key Facts & Figures: Snapshot Of Capabilities
Key Facts & Figures: Snapshot Of Capabilities Manufacturing Total Manufacturing Installed Capacity Certifications RDSO Approved Facility Facilities Area 30,000 MT per annum ISO 9001:2015 Authorized for fabrication of Located at 8.56 lakh sq. ft. ISO 14001:2015 composite & plate steel bridge Umbergao
Slide 7: Major Events & Milestones: Driving Growth Through Strategic Achievements
Major Events & Milestones: Driving Growth Through Strategic Achievements Completed Name of work order of Company Mumbai- changed from Ahmedabad "Karbon FY26 revenue High speed Steelmart crossed ₹300 bullet train Incorporation of Private Limited" Cr, bridge. our company to "Karbon Steel representing
Slide 8: Capacity Expansion & Execution Capabilities
Capacity Expansion & Execution Capabilities FY25 Khopoli Facility is shutdown in FY26-27
Slide 9: Experienced Leadership Team
Experienced Leadership Team Mr. Shrenik Kirit Shah Mittal Shrenik Shah Managing Director Whole Time Director • B.Com, NM College, Mumbai IMBA, • BMS,Univ. ofMumbai (2004) • Univ. of South Columbia, USA 19+ Years • PG e-MBA, MET (2006) • in Steel Industry Ex–Sr. Manager, • Experience: 6+ Years • Hari
Slide 10: Manufacturing Facility: Infrastructure For Precision Output
Manufacturing Facility: Infrastructure For Precision Output Umbergaon Unit Address: Plot No. 17, Om Industrial Park, Near Coastal Road, GIDC, Umbergaon, Gujarat. Area: 8.56 lakh sq. ft Installed Capacity: 30,000MTPA RDSO Approved
Slide 11: Product Portfolio: Tailor-made Precision Steel Structures Solutions
Product Portfolio: Tailor-made Precision Steel Structures Solutions The company delivers end-to-end engineering and quality-assured structural solutions essential for project construction and expansion. The business operates across four key verticals: Heavy Steel Fabricated Structures: This vertical
Slide 12: H2 FY26 Performance: Temporary External Headwinds, Operational Resilience
H2 FY26 Performance: Temporary External Headwinds, Operational Resilience Key factors impacting H2 FY26 performance: 1. Margin pressure from external cost inflation: Sales were impacted during March due to a 20 day LPG (cutting gas) supply disruption caused by a gas shortage, leading to a buildup of
Slide 13: Product Portfolio: Tailor-made Precision Steel Structures Solutions
Product Portfolio: Tailor-made Precision Steel Structures Solutions Steel Bridge Structures Precision Fabricated Steel Structures Or Technological Structures PEB Structure Heavy Steel Fabricated Structures
Slide 14: Product Mix & Revenue Share: Diverse Product Revenue Streams
Product Mix & Revenue Share: Diverse Product Revenue Streams Particulars FY24 % of Revenue FY25 % of Revenue FY26 % of Revenue Heavy Steel Structures 72.24% 68.85% 76.00% Precision Steel Structures or Technological Structures 11.70% 27.00% 22.00% Steel Bridge Structures 11.32% 3.34% 2.00% PEB (Pre-E
Slide 15: Glimpse of Gujrat Manufacturing Facility: Scale with Quality
Glimpse of Gujrat Manufacturing Facility: Scale with Quality
Slide 16: Planned Facility Expansion: Strategic Expansion For Growth
Planned Facility Expansion: Strategic Expansion For Growth Shed 1: To be dedicated for Shed 2: Designed as a Installed capacity to manufacturing of railway double-bay shed with a increase from 30,000 MTPA infrastructure components, straight-line production to 54,000 MTPA post including foot over bri
Slide 17: Notable Projects & Clients
Notable Projects & Clients (S) KARBONSTEEL ENGINEERING
Slide 18: Notable Projects Delivered & Order Book: Track Record Of Execution
Notable Projects Delivered & Order Book: Track Record Of Execution ArcelorMittal Metal & Tubes Nippon Steel Factory – India Ltd. – Steel Order book increased from ₹198 crores 3 States & 2 Union Territories Valsad, Gujarat Melt Shop, Hazira (Mar 2025) to ₹353 crores (May 2026). Specialised Structures
Slide 19: Glimpse Of Notable Projects: Structural Solutions For Diverse Needs
Glimpse Of Notable Projects: Structural Solutions For Diverse Needs Chennai Metro – L&T DG Platform & Exhaust System Bullet Train Bridge Erected Structure Of AMNS Aarti Gold Project Junction House Project Pier Shutter – L&T L&T C6 Project Assembly Form Traveller - L&T (Vashi) Tata Project Crane Gird
Slide 20: Glimpse Of Notable Projects: Structural Solutions For Diverse Needs
Glimpse Of Notable Projects: Structural Solutions For Diverse Needs AMNS Assembly Tata Projects Tata Project Crane Girder AMNS Trustle Hazira
Slide 21: Key Clients: Strong Relationships, Steady Growth
Key Clients: Strong Relationships, Steady Growth Arcelor Mittal Nippon Steel India Limited Tata Projects Limited John Cockerill India Limited Panametrics Engineering Private Limited Ray Engineering Private Limited JSW Severfield Structures Limited Particulars FY23 FY24 FY25
Slide 22: The Nationwide Reach of Our Projects Highlights Our Unique Capabilities
The Nationwide Reach of Our Projects Highlights Our Unique Capabilities in Heavy Steel Structures
Slide 23: FY26 Operational Highlights
FY26 Operational Highlights
Slide 24: Order Book Highlights
Order Book Highlights (Amounts In ₹ Crores) 353 18
Slide 25: Manufacturing Capacity: Scaling Operations To Meet Growing Demand
Manufacturing Capacity: Scaling Operations To Meet Growing Demand Umbergaon Facility Particulars FY24 FY25 FY26 Installed Capacity (in MT) 18,000.00 30,000.00 30,000.00 Capacity Utilization (in MT) 15,458.42 28,567.84 28,567.84 Capacity Utilization % 85.88% 95.23% 95.23% Khopoli Facility Particulars
Slide 26: Way Forward
Way Forward (S) KARBONSTEEL ENGINEERING
Slide 27: Key Competitive Strengths: Proven Execution With Order Pipeline
Key Competitive Strengths: Proven Execution With Order Pipeline Capabilities To Execute Large-scale Strong Order In-houseManufacturing & Testing Industrial & Infrastructure Book Capabilities Projects • Awarded 10,000 MT steel bridge structures for • Order book increased from ₹198 crores (Mar • Plant
Slide 28: Investment Highlights: Delivering Consistent Growth With Proven Capabilities
Investment Highlights: Delivering Consistent Growth With Proven Capabilities Proven Execution Track Record • Delivered 10,000MT steel bridge structures for MAHSR. • Experience across steel plants, refineries, high-rises, and industrial units. Robust & Growing Order Book • Order book increased from ₹
Slide 29: The Road Ahead
The Road Ahead (S) KARBONSTEEL ENGINEERING Building Capacity | Enhancing Efficiency | Driving Growth Ld EXPANSION OF CAPACITY SECTORAL AUTOMATION & MANUFACTURING FOOTPRINT ENHANCEMENT EXPANSION EFFICIENCY fall ts 54,000 MT Increasing presence across: © Antomatorted 80,000+ Sq. M. Annual a osdtok fta
Slide 30: Strategic Response: Automating For The Future
STRATEGIC RESPONSE: AUTOMATING FOR THE FUTURE Automation and sustainability initiatives are expected to drive a 1% improvement in operating margins from FY28.
Slide 31: H2FY26 Financial Highlights
H2FY26 Financial Highlights
Slide 32: Key Financial Highlights
Key Financial Highlights (©) KARBONSTEEL ENGINEERING Total Income (2) EBITDA & PAT (2) EBITDA & PAT (%) EBITDA PAT W EBITDA% PAT % 300.88 273.05 aaa 32.67 13.41 10.86 14.16 10.51 5.19 3.49 FY25 FY26 FY25 FY26 FY25 FY26
Slide 33: Profit & Loss Statement
Profit & Loss Statement (Amounts In ₹ Lakhs) Particulars FY25 FY26 YoY Growth % Revenues 27,305.35 30,087.75 Other Income 85.47 81.7 Total Income 27,390.81 30,169.45 10% Cost of Materials Consumed 18,735.16 20,983.02 Employee Benefits Expense 1,015.98 1,222.10 Finance Costs 1,525.89 1,531.03 Depreci
Slide 34: Balance Sheet
Balance Sheet (Amounts In ₹ Lakhs) Liabialities FY25 FY26 Assets FY25 FY26 Equity & Liabilities Fixed Assets 3,589.15 6,192.28 Equity 1,110.22 1,414.18 Long-Term Loans & Advances 284.3 89.35 Reserves 4,926.75 10,099.60 Other Non-Current Assets 306.45 334.48 Total Equity 6,036.97 115,713.78 Long-Term
Slide 35: PAT Normalisation Bridge (FY26)
PAT NORMALISATION BRIDGE (FY26)
Slide 36: Reasons For Margin Compression In FY26
REASONS FOR MARGIN COMPRESSION IN FY26
Slide 37: Management Commentary
Management Commentary During H2 FY26, our performance was impacted by certain temporary external and operational factors. Restricted gas supply, along with elevated steel, crude oil and gas prices, created pressure on Capabilities margins. Profitability was also impacted by the frontloading of expan
Slide 38: Thank You
THANK YOU Address: B-8; Ratnadeep Cosmopolitan CHS Ltd, 140-141 S.V. Road, Nr. Shoppers Stop, Andheri (W), Mumbai, Maharashtra, India-400058. Tel. No.: +91-22-61872821 Email: info@karbonsteel.com Website: https://www.karbonsteel.com/ CIN: L74120MH2011PLC216558
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