SSWL

- Concall Schedule for Q1FY27 Results - Concall Date: July 16, 2026 - Concall Time: 10:00 AM IST

- Overall Net Turnover ₹479.87 Cr vs ₹350.67 Cr (▲36.84% YoY) for June 2026. - Overall Gross Turnover ₹554.10 Cr vs ₹426.31 Cr (▲29.98% YoY) for June 2026. - 2 & 3 Wheelers (incl. EV) segment recorded 74% Value growth and 40% Volume growth YoY. - Truck segment posted 54% Value growth and 39% Volume growth YoY. - Tractor segment delivered 34% Value growth and 27% Volume growth YoY. - Exports registered a 7% positive growth by Value YoY after a prolonged subdued period.

- The trading window for dealing in the company's securities will close from July 01, 2026. - It will reopen 48 hours after the declaration of Un-Audited Financial Results (Standalone and Consolidated) for the quarter ended June 30, 2026. - This closure is as per SEBI (Prohibition of Insider Trading) Regulations, 2015.

- Steel Strips Wheels Ltd. intimated the transfer of 1000 equity shares (FV ₹1) from IEPF Authority/Vinay Mehta and 1500 equity shares (FV ₹1) from Paresh K Raichura to Shashi Sharma in physical mode, as per SEBI circulars, on June 17, 2026.

- Received Show Cause Notice (SCN) from Customs on 16.06.2026 for alleged violations regarding Duty Drawback (₹1.37 Cr) and RoDTEP Scrips (₹0.32 Cr). - Company pre-emptively paid these amounts with interest; expects no financial liability for them. Penalty is alleged but unquantified. - Company will respond to the SCN within 30 days.

- Company projects 15-20% PAT growth for the current year (FY27). - Expected EBITDA per wheel to reach INR 300, and overall EBITDA for FY27 in the range of INR 650-750 crores, with turnover expected around INR 6,500 crores. - Investing approximately INR 500 crores in Capex for new Bhuj facility (aluminum wheels and knuckles), which is expected to add INR 700-800 crores to the top-line at optimum utilization, with trial production starting from October 2026. - Exports are projected to reach INR 600 crores in FY27 (up from INR 454 crores in FY26), supported by diversified markets and new OEM businesses. - Manpower shortages, which impacted Q1 revenues, have been resolved as of May 2026. - Company holds an 80% market share in EV scooter wheels and expects 25-40% growth in the EV segment. - Raw material price volatility is a pass-through, minimizing margin impact. - Aiming for almost 100% utilization of all assets.

- Sh. Mohan Joshi has resigned as Deputy Managing Director (Executive Director) and Key Managerial Personnel (KMP) of Steel Strips Wheels Ltd. - The resignation is effective from the close of business hours on June 3, 2026. - The stated reason for resignation is personal health and to dedicate more time to family.

- Audio recording of the Q4FY26 Earnings Conference Call and Investor Presentation, held on June 02, 2026, is available on the company's website. No Unpublished Price Sensitive Information (UPSI) was shared during the interaction.

Steel Strips Wheels Limited (SSWL) filed its Investor Presentation for Q4 FY26. The company achieved its highest ever yearly net revenues of Rs 5,183 Cr (+17% YoY) and yearly EBITDA of Rs 511 Cr (+5% YoY) for FY26. Total sales volume increased by 4% YoY to 199.52 Lakhs, driven by growth in LCV/HCV (+11% YoY) and Tractor Wheel (+23% YoY) volumes. Alloy Wheel capacity at the Mehsana Plant increased to 5 Mn p.a., and net debt reduced slightly to Rs 826 Cr. For FY27, SSWL plans an additional ~1.2 million capacity in Alloy Wheels, targeting a total capacity of ~6.2 million.

Steel Strips Wheels Limited reported strong performance for May 2026. Net Turnover grew 18.43% YoY to ₹485.98 Crores (vs ₹410.35 Cr in May 2025), while Gross Turnover increased 11.84% YoY to ₹560.03 Crores (vs ₹500.76 Cr in May 2025). Overall value growth was 18% YoY, driven by strong performance in Aluminum (+30%), Tractor (+21%), and 2 & 3 Wheelers (+50%), especially due to EV adoption. The company aims to maximize realization from premium products and optimize margins.