Kalyani Cast-Tech Ltd

Kalyani CastTech: ~INR 133 Cr Order Book, FY 2025-26 PAT/EPS Up ~20%, Capacity Expansion Ahead 🚆

- FY 2026-27 order book: around INR 133 Crores; expected around INR 170 Crores soon

- FY 2025-26 revenue up almost 7.7%; PAT & EPS up almost 20%

- INR 10,000 Cr scheme: capacity may need to rise to ~25,000 TEUs from ~17,000 TEUs

- Rewari: ~7,000 TEUs capacity; ~5,400 TEUs manufactured last year (75-80% utilisation)

- Shivlakha: ~10,000 TEUs container capacity; ~2,400 wagons per year

- Margin outlook: container PAT around 10-11%; ICD/terminal EBITDA 25-30%

- New wagon: 5.4 TEUs carried vs 3 TEUs charged; train capacity 264 vs 180 TEUs

- Wagon design cleared stage one; RDSO final approval hoped by 31st March 2027

- Central Warehousing Corporation orders: almost INR 30 Crores

- ICD permission on 10th September 2026; ~144 acres, may rise to ~150 acres