JINDALSAW

Jindal SAW Ltd shares have gained momentum

Jindal SAW Ltd shares have gained momentum after the company reported robust Q1 FY27 results and announced new export orders for large‑diameter pipes. 📊 Q1 FY27 Highlights Metric Value YoY Change Revenue ₹5,210 crore ↑ 11 % EBITDA ₹780 crore ↑ 18 % Net Profit ₹410 crore ↑ 27 % EBITDA Margin 15 % Improved from 13.6 % YoY 🏗️ Operational Updates New Orders: Secured pipe supply contracts worth ₹1,850 crore from Middle East and North America. Exports: Contributed ~45 % of total revenue this quarter. Domestic Demand: Strong orders from oil & gas and water infrastructure projects. Capacity Utilization: Reached ~90 % across Kosi and Mundra plants. 🌍 Strategic Focus Expanding ductile iron pipe capacity to meet urban water supply projects. Increasing exports to the U.S. and Saudi Arabia for energy pipeline projects. Targeting green steel production through renewable energy integration at Mundra. ⚠️ Risks & Watchpoints Steel price volatility may impact margins. Freight costs and shipping delays could affect export timelines. Execution risk in large international projects. 💡 Investor Takeaways Positive Outlook: Strong order book and margin expansion support earnings growth. Valuation Upside: Diversified product mix and export visibility may drive re‑rating. Watchpoints: Monitor steel prices and global energy project pipeline.