Sponge Iron industry
Q1FY271 earlier
7 companies · ₹25,376 cr · Q1FY27 report
Exhibit 3Structure
₹25,375 crKIOCL Ltd is 91.3% of this industry by market cap. The top 5 are 99.3% and the top 10 are 100%.
mid 1small 1micro 52 above ₹500 cr
Exhibit 5Coverage (7 of 7)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹69 cr
- P/E
- 13.6x
- EV/EBITDA
- 10.1x
- ROCE
- 6.5%
- Margin
- 13.9%
- Rev YoY
- -
Exhibit 6What managements said
from Ferrous Metals earnings calls · as of 2026-06-30headwindCoking coal costs spike sector-wide, with further sequential increases guided into Q24 managements
Four companies reported material QoQ coking coal cost increases in Q1 FY27. SAIL's imported coking coal consumption cost rose INR3,200/t QoQ to INR21,300/t. Jindal Steel reported…
- SAIL: “The imported coal price in quarter 1, '26-'27 was on a higher side, INR21,300 as compared…”
headwind4 managementstailwind4 managementsheadwind5 managementsmixed4 managementsmixed3 managementstailwind3 managements
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Exhibit 7Outlook
The outlook and what resolves next quarter
Where these managements said things are heading, and the dated, checkable events that would change it. Free with an account - 3 full reports a quarter.
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