Sector Alpha Week of 2026-07-24
Sector Alpha — machine-written from the numbers · Data as of 2026-07-24

Steel Exchange India Ltd

STEELXIND
Steel Products

Steel Exchange India Ltd's three tracks disagree. Price, valuation and the earnings engine each tell a different story — the next quarter or two settles it.

The sharpest disagreement: profits are rising, but only 17% of the last 3 years' profit arrived as operating cash — the gap between the P&L and the bank account is the thing to watch.

The price is in a confirmed uptrend (9 weeks in). Underneath, the last four quarters read improving — profit +50.0% year on year, and 17% of the last 3 years' profit arrived as cash. What settles it: whether the cash starts following the profit.

Price
₹12.1
+13.5% 1Y
P/E
46.4×
of its own 10-year range
Revenue (Jun 26)
₹270 Cr
−10.0% YoY
Profit (Jun 26)
₹15.0 Cr
+50.0% YoY
Operating margin
13.0%
+3.0 pp YoY
ROCE
10%
FY26
ROIC
6.0%
vs WACC 12.0% → −6.0 pp
Cash conversion
17%
of profit, last 3 FY
Unverified figures: Some figures on this page come from a second financial-data feed that could not be cross-checked against the primary source — the two do not share enough overlapping reported history to compare. They are drawn, because they are the only evidence there is, and every section carrying one is marked unverified. PEG is the exception: the quarterly curve is not drawn at all. PEG asks what is being paid for growth — both sides of that division come from the source that could not be checked, so it is withheld instead of marked.
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

Steel Exchange India Ltd trades at ₹12.1, in a confirmed uptrend and 9 weeks into that stage. That is +19.1% against its own 200-day average. It sits at 78% of a 52-week range of ₹7 to ₹13. On relative strength it is currently behind the NIFTY 500 on a trailing-13-week view (1 week and counting).

Today the stock is in a confirmed uptrend — week 9 of stage 2, confirmed. At ₹12.1 it trades +19.1% versus its 200-day average and sits at 78% of its 52-week range (₹7–₹13).

Jul 26: ₹12.1 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
+19.1% versus the 200-day line, week 9 of stage 2
Price50-day avg200-day avg
S4S2S4S4S2₹17.7₹14.9₹12.2₹9.4₹6.6₹12₹10Jul 23Apr 24Feb 25Nov 25Jul 26
S4S2S4S4S2₹17.7₹14.9₹12.2₹9.4₹6.6₹12₹10Jul 23Feb 25Jul 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (547 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Mar 16Jul 26

Against the market, two honest reads. Cumulative: over the last 10.3 years the stock moved +231% while the NIFTY 500 moved +274% — behind the index over the full window. Recent form: on a trailing-13-week view the stock is currently behind (1 week and counting; last ahead the week of 2026-07-10) — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

→ The trend is one thing; the bill is another. Are you paying up for it? Next: how the P/E reads against its own history.

02 · Valuation

Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.

Steel Exchange India Ltd trades at 46.4× P/E, against too little history to rank. Its long-run median P/E is 25.7×, measured across 10.4 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 46.4× is against too little history to rank, against a long-run median of 25.7× measured over 10.4 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 46.4× vs a 25.7× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 10.4-year window. The eps (ttm) bars are red where the reading is lower than the quarter before.
against too little history to rank
P/EMedianEPS (TTM) (quarterly)
66.4×₹0.2453.4×₹0.1840.5×₹0.1227.6×₹0.0614.6×₹0.00×52.60×₹0Mar 16Apr 16May 16Jun 26Jul 26
66.4×₹0.2453.4×₹0.1840.5×₹0.1227.6×₹0.0614.6×₹0.00×52.60×₹0Mar 16May 16Jul 26
P/E
46.4×
too little history to rank

Why the multiple sits where it does: over the past year annual EPS moved +0.0% against a +13.5% price move — the price outran earnings, pushing the multiple UP its own range.

The price move, decomposed: over 10y, of the +10.6%/yr price move, ~+4.6%/yr came from earnings growth and ~+6.0 pp from the multiple (expanding). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is unremarkable against its own past, so the story rests on the earnings line underneath it, not the multiple.

A quarterly PEG curve, which only the second data source carries, is not drawn on this page: its two data sources do not share enough overlapping reported history to be compared. A figure nobody could check is not used to price growth — the gap is a decision, not missing data.

→ Cheap or dear rides on the earnings. Are they actually growing? Next: the fundamental stage — where the business sits in its arc, and how growth has compounded.

03 · Stage: No read

Stage: No read Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

Steel Exchange India Ltd reads as no read on its fundamental arc. Under eight usable quarters on the growth trio — not enough history for an honest trajectory read. The read is built from 8 quarters across 2 curves, on partial evidence.

Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. A missing point means that reading is not held for the quarter.
the trajectory the stage is read from
RevenueProfitEPS
8.8%180%3.0%117%−2.8%54%−8.6%−9.2%−14%−72%%%−12.8%−8.8%−7.1%Sep 23Dec 24Jun 26
8.8%180%3.0%117%−2.8%54%−8.6%−9.2%−14%−72%%%−12.8%−8.8%−7.1%Sep 23Dec 24Jun 26
ROCE Annual readings — the quarterly balance-sheet pieces this curve needs are not held for this stock, so the returns read moves once a year and carries less weight in the call.
the return curve, annual readings
ROCE
10%9.6%9.0%8.4%7.8%%10%FY23FY24FY26
10%9.6%9.0%8.4%7.8%%10%FY23FY24FY26
Revenue growth
Falling
latest −12.8% · span −12.8% to +7.2%
ROCE
Stuck low
latest 10.0% · span 8.0%–10.0%

Why it matters: with too little history, an honest page says so instead of guessing a trajectory.

The latest quarter’s profit carries a one-off item larger than the operating base, so the profit curve is shown but does not vote in the stage call.

Return readings here are annual, not quarterly — read as level and direction only; they can confirm the growth curves but never drive the stage on their own.

Fewer than eight usable quarters on the growth curves — this page will not guess a trajectory from a stub of history.

Growth, year by year: revenue −7.1% in FY26, profit +3.8% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn. Turnaround-year spikes shown pinned (▲).
Revenue YoYProfit YoYEPS YoY
29%180%14%51%−1.2%−78%−16%−207%−32%−336%%%−7.1%3.8%FY16FY21FY26
29%180%14%51%−1.2%−78%−16%−207%−32%−336%%%−7.1%3.8%FY16FY21FY26
TTM growth by quarter Trailing-twelve-month growth versus the year-ago TTM, per quarter, %: revenue (left axis); profit and EPS (right axis). The acceleration read compares the last 4 quarters (−12.8%) with the last 8 annualized (−3.3%).
revenue rolling over, profit rolling over
Revenue TTM YoYProfit TTM YoYEPS TTM YoY
8.8%180%3.0%117%−2.8%54%−8.6%−9.2%−14%−72%%%−12.8%−8.8%Sep 23Dec 24Jun 26
8.8%180%3.0%117%−2.8%54%−8.6%−9.2%−14%−72%%%−12.8%−8.8%Sep 23Dec 24Jun 26
Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue−7.1%−8.3%+3.4%−4.4%
Profit+3.8%−28.0%+14.5%
EPS+0.0%−33.9%+4.6%
Share price+13.5%−5.8%+11.6%+10.6%
Revenue YoY (Jun 26)
−10.0%
latest quarter vs a year ago
Profit YoY (Jun 26)
+50.0%
latest quarter vs a year ago
Revenue 10y
−4.4%
long-run compound pace

→ The stage names the trajectory. Next: the revenue line that produces it, quarter by quarter.

04 · 4-Factor Sector Score

4-Factor Sector Score

47.1/100 — rank 9 of 17 in Steel Products · 80% evidence confidence

Steel Exchange India Ltd scores 47.1 out of 100 against the 17 companies it is compared with in Steel Products, ranking 9. Price leads the evidence: RS versus the benchmark is 23.1%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

The four contributions add to the total exactly: 11.8 + 8.7 + 9.4 + 17.2 = 47.1. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

05 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

Steel Exchange India Ltd reported ₹270 Cr of revenue in the Jun 26 quarter, −10.0% year on year. Over 10 years it has compounded at −4.4% a year. The last full year, FY26, came in at ₹1,059 Cr. The last four reported quarters add to ₹1,029 Cr.

Steel Exchange India Ltd reported ₹270 Cr of revenue in the Jun 26 quarter, −10.0% year on year. Over 10 years it has compounded at −4.4% a year. The last full year, FY26, came in at ₹1,059 Cr. The last four reported quarters add to ₹1,029 Cr.

FY26 revenue came in at ₹1,059 Cr (−7.1% on the year), capping 10 years at −4.4% compound. The latest quarter (Jun 26) printed ₹270 Cr, −10.0% year on year.

FY26 revenue ₹1,059 Cr (−7.1% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
−4.4% a year over 10 years
RevenueYoY growth
1.8k29%1.3k14%895−1.2%448−16%0−32%₹ Cr%₹1,059−7.1%FY16FY21FY26
1.8k29%1.3k14%895−1.2%448−16%0−32%₹ Cr%₹1,059−7.1%FY16FY21FY26
Jun 26: ₹270 Cr (−10.0% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
Revenue (quarterly)YoY growth
35432%26617%1770.7%89−15%0−31%₹ Cr%₹270−10%Sep 23Dec 24Jun 26
35432%26617%1770.7%89−15%0−31%₹ Cr%₹270−10%Sep 23Dec 24Jun 26

Pace check: the last four quarters averaged −12.3% growth against the decade's −4.4% — the current year is running slower than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew −12.8% over the last 4 quarters against −3.3%/yr over the last 8 — rolling over; TTM profit −8.8% vs +27.7%/yr — rolling over.

→ Revenue slipped — did margins hold as it scaled? Next: 13.0% this quarter (+3.0 pp YoY).

06 · Operating margin

Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

Steel Exchange India Ltd's operating margin is 13.0% in the Jun 26 quarter, +3.0 percentage points against the same quarter a year ago. Across 14 fiscal years the operating margin has ranged −1.0% to 15.0%. The current quarter sits inside that band.

Steel Exchange India Ltd's operating margin is 13.0% in the Jun 26 quarter, +3.0 percentage points against the same quarter a year ago. Across 14 fiscal years the operating margin has ranged −1.0% to 15.0%. The current quarter sits inside that band.

The latest quarter's operating margin is 13.0%, +3.0 pp against the same quarter a year ago. Across 14 fiscal years the operating margin has ranged −1.0%–15.0%.

Why the margin moved: operating margin went +2.2 pp year on year while gross margin went +3.9 pp — the gain came mostly from the gross line: input costs and pricing.

FY26: 12.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 14-year window.
within a −1.0–15.0% band over 14 years
operating marginYoY change (pp)
16%12%12%7.2%7.0%2.0%2.4%−3.2%−2.3%−8.4%%%12%1%FY06FY19FY26
16%12%12%7.2%7.0%2.0%2.4%−3.2%−2.3%−8.4%%%12%1%FY06FY19FY26
Jun 26: 13.0% operating margin (+3.0 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
18%9.7%15%6.3%12%2.9%9.1%−0.5%6.2%−3.9%%%13%3%Sep 23Dec 24Jun 26
18%9.7%15%6.3%12%2.9%9.1%−0.5%6.2%−3.9%%%13%3%Sep 23Dec 24Jun 26

→ Margins held — did that reach the bottom line? Next: profit +50.0% in the latest quarter.

07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

Steel Exchange India Ltd earned ₹15.0 Cr of net profit in the Jun 26 quarter, +50.0% year on year. It is the 2nd consecutive quarter of growth. Full-year FY26 profit was ₹27.0 Cr. The 10-year compound rate is 14.5%. That is 5.6% of the quarter's revenue. The same quarter a year earlier earned ₹10.0 Cr.

Steel Exchange India Ltd earned ₹15.0 Cr of net profit in the Jun 26 quarter, +50.0% year on year. It is the 2nd consecutive quarter of growth. Full-year FY26 profit was ₹27.0 Cr. The 10-year compound rate is 14.5%. That is 5.6% of the quarter's revenue. The same quarter a year earlier earned ₹10.0 Cr.

Jun 26 profit was ₹15.0 Cr, +50.0% year on year — the 2nd consecutive quarter of growth. On the full year, FY26 printed ₹27.0 Cr (+3.8%), and the 10-year compound rate is 14.5%.

FY26 profit ₹27.0 Cr (+3.8% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
14.5% a year over 10 years
Net profitYoY growth
165335%75−384%−15−1,103%−105−1,822%−195−2,541%₹ Cr%₹273.8%FY16FY21FY26
165335%75−384%−15−1,103%−105−1,822%−195−2,541%₹ Cr%₹273.8%FY16FY21FY26
Jun 26: ₹15.0 Cr (+50.0% YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
2nd straight quarter of growth
Net profit (quarterly)YoY growth
22259%15166%873%1−20%−6−113%₹ Cr%₹1550%Sep 23Dec 24Jun 26
22259%15166%873%1−20%−6−113%₹ Cr%₹1550%Sep 23Dec 24Jun 26

Why profit moved: revenue contributed −10.0% and the margin +3.0 pp — the quarter was margin-led: most of the profit growth came from keeping more of each sale.

Pace comparison, last four quarters: profit +17.3% vs revenue −12.3%. Profit is growing faster than sales — fixed costs are being spread over a bigger base, and each extra rupee of revenue drops more to the bottom line.

→ Profit rose — but did the cash follow? Next: 17% of the last 3 years' profit arrived as cash.

08 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 17% of Steel Exchange India Ltd's reported profit arrived as operating cash — a gap worth watching. In FY26 that was ₹−38.0 Cr of operating cash against ₹27.0 Cr of profit. After ₹8.0 Cr of capital spending, ₹−46.0 Cr was left as free cash.

FY26: operating cash of ₹−38.0 Cr against reported profit of ₹27.0 Cr, leaving free cash of ₹−46.0 Cr after ₹8.0 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 17% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY26: CFO ₹−38.0 Cr vs profit ₹27.0 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 11-year window, annual resolution.
17% of 3-year profit arrived as cash
Operating cashNet profitFree cash
20272−59−190−320₹ Cr₹−38₹27₹−46FY16FY21FY26
20272−59−190−320₹ Cr₹−38₹27₹−46FY16FY21FY26
FY26: CFO = −141% of profit (three-year rate 17%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash; outlier years shown pinned.
Conversion100%
359%145%−68%−281%−495%%−141%FY16FY21FY26
359%145%−68%−281%−495%%−141%FY16FY21FY26

🚨 Why conversion sits at 17%: the cash cycle stretched 136 days between FY21 and FY26 — more of each rupee of profit waits inside the cycle before arriving. Less than 70% of profit arriving as cash is the thing to watch on this page.

Router verdict: conversion is below par and the cash cycle has stretched 136 days — the next section's job is to find where the cash is stuck.

→ So follow the cash to where it goes. Next: the 210-day cycle, in money terms.

09 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

Steel Exchange India Ltd's cash conversion cycle runs 210 days in FY26, up from 74 days in FY21. Capital spending ran ₹77.0 Cr over the last 3 years. At FY26 sales of ₹1,059 Cr each day of that cycle holds about ₹2.9 Cr, so roughly ₹609 Cr sits inside the business at any moment.

FY26: debtors at 76 days, inventory at 183 days — roughly 6.0 months of stock waiting to sell; that is where the cash sits while it waits — for a full cycle of 210 days, looser than FY21's 74.

The full loop: cash goes out to suppliers and production on day 0; stock waits 183 days to sell; customers pay about 76 days after that; and suppliers themselves are paid at 49 days — netting out to the 210-day cycle.

In money terms: at FY26 sales of ₹1,059 Cr, each day of the cycle holds about ₹2.9 Cr — so the 210-day loop keeps roughly ₹609 Cr sitting inside the business at any moment.

FY26: a 210-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 14-year window.
+136 days vs FY21
Cash cycleInventory daysDebtor daysPayable days
37027517983−12days210d183d76d49dFY06FY16FY19FY22FY26
37027517983−12days210d183d76d49dFY06FY19FY26

On the investment side: capital spending of ₹77.0 Cr over the last 3 fiscal years against ₹73.0 Cr of depreciation — building somewhat ahead of wear-and-tear. Capital work-in-progress stands at ₹6.0 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹8.0 Cr, work-in-progress ₹6.0 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
steady investment
CapexWork-in-progress
1471056321−21₹ Cr₹8₹6FY16FY18FY21FY23FY26
1471056321−21₹ Cr₹8₹6FY16FY21FY26

The synthesis: the working-capital loop is the cash sink the router flagged — watch the cycle, not the P&L.

→ Does all this activity actually earn its cost of capital? Next: ROCE is 10% and the ROIC − WACC spread is −6.0 pp.

10 · Return on capital

Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.⚠ unverified

Steel Exchange India Ltd earns a ROCE of 10% in FY26. That is up from a trough of −3% in FY18. Return on invested capital clears the cost of that capital by −6.0 percentage points, so growth here is not yet paying for the capital it uses. The wiring behind it is 2.5% net margin on 0.77× asset turns.

FY26 ROCE is 10%, recovered from a FY18 trough of −3% — the full ladder below shows the fall and the climb, undoctored.

🚨 Why the return is what it is — the wiring (FY26): 2.5% net margin × 0.77× asset turns × 1.79× balance-sheet leverage ≈ 3.4% on equity. Margin does its share; leverage is a meaningful part of the equation.

The capstone test — ROIC − WACC: 6.0% − 12.0% = a −6.0 pp spread. The 12.0% is a standing assumption for the cost of capital in India, not a per-stock estimate — read the sign and the size of the spread, not the decimals. Negative — growth at these returns destroys value until the returns recover.

FY26: ROCE 10% Return on capital employed by fiscal year, % (line); ROIC by fiscal year, % (line). 13-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from FY18's −3%
ROCEROIC (annual)WACC
20%14%7.5%1.4%−4.7%%10%6.2%FY14FY20FY26
20%14%7.5%1.4%−4.7%%10%6.2%FY14FY20FY26
Q4 FY26: ROCE 9.7% (TTM) vs WACC 12.0% Trailing-twelve-month ROCE and ROIC, per quarter, %; dashed line = the cost of capital. Last 12 quarters, put on a trailing-twelve-month basis and anchored to the annual figure.
ROCE (TTM)ROIC (TTM)WACC
12%11%9.0%7.3%5.6%%9.7%7.4%Q2 FY24Q3 FY25Q1 FY27
12%11%9.0%7.3%5.6%%9.7%7.4%Q2 FY24Q3 FY25Q1 FY27

→ Returns like these — is the balance sheet borrowing to make them? Next: debt-to-equity is 0.54.

11 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.⚠ unverified

Steel Exchange India Ltd carries total debt of ₹418 Cr against shareholder equity of ₹768 Cr as of Jun 26, a debt-to-equity of 0.54. On the annual view that ratio went from 0.93 in FY22 to 0.57 in FY26. Read the returns elsewhere on this page with that leverage in mind.

Jun 26: total debt of ₹418 Cr against shareholder equity of ₹768 Cr — a debt-to-equity of 0.54. On the annual view, debt-to-equity went from 0.93 (FY22) to 0.57 (FY26). Read the returns on this page with that leverage in mind.

FY26: debt ₹436 Cr at 0.57× equity Total debt by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 5-year window.
Total debtDebt-to-equity
4951.0×3710.8×2470.7×1240.6×00.5×₹ Cr×₹4360.57×FY22FY24FY26
4951.0×3710.8×2470.7×1240.6×00.5×₹ Cr×₹4360.57×FY22FY24FY26
Jun 26: debt ₹418 Cr, debt-to-equity 0.54 Total debt per quarter, ₹ Cr (bars); debt-to-equity, × (line). Last 12 quarters. India reports the full balance sheet half-yearly, so the intervening quarter carries the prior reading forward.
Total debt (quarterly)Debt-to-equity
4740.67×3560.63×2370.58×1190.53×00.49×₹ Cr×₹4180.54×Sep 23Dec 24Jun 26
4740.67×3560.63×2370.58×1190.53×00.49×₹ Cr×₹4180.54×Sep 23Dec 24Jun 26

→ Who owns this, and are they adding or leaving? Next: Promoters cut 3.2 points over 8 quarters.

12 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

Promoters cut 3.2 points of Steel Exchange India Ltd over 8 quarters, the biggest move on the register. That takes promoters to 49.7% of the company. Domestic institutions moved +0.7 points over the same window, to 1.9%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Promoters: −3.2 points over 8 quarters to 49.7%; Domestic institutions: +0.7 points over 8 quarters to 1.9%; Foreign institutions: +0.0 points over 8 quarters to 0.7%.

🚨 Why the register moved: promoters drove it (−3.2 points), absorbed on the other side by domestic institutions (+0.7 points) — distribution into the market’s bid.

Fiscal-year ends: promoters −4.6 pts from Mar 24 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 3 year-ends held.
PromotersForeign inst.Domestic inst.Public
60%44%28%12%−4.1%%50.8%0.3%2.6%46.1%Mar 24Mar 25Mar 26
60%44%28%12%−4.1%%50.8%0.3%2.6%46.1%Mar 24Mar 25Mar 26
Promoters cut 3.2 points over 8 quarters Shareholding by holder class, % of the company, quarterly, last 13 quarters.
PromotersForeign inst.Domestic inst.Public
60%44%28%12%−4.2%%49.7%0.7%1.9%47.4%Sep 23Mar 25Jun 26
60%44%28%12%−4.2%%49.7%0.7%1.9%47.4%Sep 23Mar 25Jun 26

→ One last check: does the safety math agree? Next: the balance-sheet safety line.

13 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

Steel Exchange India Ltd: the Z-score is not available for this stock, so we say so rather than invent one. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure. The debt, cash-flow and return sections above carry the balance-sheet evidence this page does hold, and each of them states its own reporting date.

The safety line in one sentence: the Z-score is not available for this stock, so we say so rather than invent one.

Related companies · same sector · Steel Products Every company is compared on the shape of its own curves, not static ratios. The Revenue, EPS and ROCE columns each draw that company's last 12 quarters as a mini line of the ACTUAL level (trailing-twelve-month revenue and EPS, and the ROCE itself) — so a line that climbs is a business getting bigger, a line that sinks is one shrinking. The colour tracks the same line: green when it is rising or steadily healthy, amber when it is rolling over from a high (still elevated but turning down), red when it is falling, grey when flat or stuck. Colour and direction always agree — a green line never points down. The ROCE curve is the return on capital (annual readings for peers, so a slightly coarser line than the quarterly one at the top of this page). The Stage column then runs the same 12-quarter trajectory classifier used at the top of the page on each company and names where it sits. What lands a company in each bucket: CONSISTENT — growth stays positive across the window and returns are healthy (ROCE ≥ 15%, or ROE ≥ 12% for lenders); IMPROVING — profit or EPS fell into real decline, bottomed a few quarters back, and has climbed back to positive and held there; TURNING AROUND — the same kind of trough but more recent, with the latest quarters just lifting off it (an early, unconfirmed turn); TOPPING OUT — growth is still positive but decelerating hard from its own peak while returns have stopped rising; DETERIORATING — two or more growth curves are shrinking (latest below zero) and staying there, not one soft quarter; MIXED — the curves genuinely disagree, or no clean majority, so no single word fits; NO READ — fewer than eight usable quarters. It is a like-for-like read of every company against its own past, not a ranking against the group.
CompanyP/EMkt capRevenueEPSROCEStage
Steel Exchange India Ltd this page46.4×₹1,476 CrNo read
Jindal Steel Ltd34.2×₹1.1L CrTurning around
Shyam Metalics & Energy Ltd25.5×₹28,679 CrImproving
Gallantt Ispat Ltd.26.0×₹12,576 CrMixed
Sunflag Iron & Steel Company Ltd30.2×₹6,284 CrMixed
Raghav Productivity Enhancers Ltd95.5×₹5,985 CrConsistent
Kalyani Steels Ltd14.8×₹3,898 CrNo read
Vardhman Special Steels Ltd31.1×₹2,865 CrNo read
Rhetan TMT Ltd219.0×₹2,259 CrTurning around
Prakash Industries Ltd6.7×₹2,216 CrMixed
Electrotherm (India) Ltd₹1,285 CrDeteriorating
BMW Industries Ltd15.3×₹1,241 CrTurning around
Salasar Techno Engineering Ltd60.6×₹1,044 CrTurning around
Kamdhenu Ltd33.5×₹1,019 CrNo read
Beekay Steel Industries Ltd20.8×₹764 CrMixed
Banganga Paper Industries Ltd347.0×₹657 CrNo read
Panchmahal Steel Ltd₹652 CrNo read
Panchmahal Steel Ltd₹610 CrNo read
Panchmahal Steel Ltd₹517 CrNo read
12 · Frequently asked questions

Frequently asked questions

What is Steel Exchange India Ltd's share price today?

Steel Exchange India Ltd trades at ₹12.1, +13.5% over the past year. The company is valued at ₹1,476 Cr. The stock sits at 78% of its 52-week range of ₹7–₹13, +19.1% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 9 weeks in. — as of 24 July 2026.

What were Steel Exchange India Ltd's latest quarterly results?

Steel Exchange India Ltd reported revenue of ₹270 Cr and net profit of ₹15.0 Cr for the Jun 26 quarter. Revenue fell 10.0% and profit rose 50.0% year on year. Earnings per share were ₹0.12. The operating margin was 13.0%, 3.0 pp higher than a year earlier. — as of 24 July 2026.

What is Steel Exchange India Ltd's revenue?

Steel Exchange India Ltd reported revenue of ₹270 Cr in the Jun 26 quarter, −10.0% year on year. For the full FY26 fiscal year, revenue was ₹1,059 Cr (−7.1%). Over the last 10 years revenue compounded at −4.4% a year. — as of 24 July 2026.

What is Steel Exchange India Ltd's profit?

Steel Exchange India Ltd earned ₹15.0 Cr of net profit in the Jun 26 quarter, +50.0% year on year — the 2nd straight quarter of growth. Full-year FY26 profit was ₹27.0 Cr. The operating margin ran 13.0% in the latest quarter. — as of 24 July 2026.

What is Steel Exchange India Ltd's market cap?

Steel Exchange India Ltd's market capitalisation is ₹1,476 Cr at a share price of ₹12.1. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 24 July 2026.

Does Steel Exchange India Ltd pay a dividend?

Not in its latest year — Steel Exchange India Ltd's dividend payout was 0% of profit in FY26. It did record a payout in 1 of its last 14 reported fiscal years, so there is a history but no current dividend. — as of 24 July 2026.

Is Steel Exchange India Ltd growing?

Yes — Steel Exchange India Ltd is growing: latest-quarter revenue −10.0% year on year, profit +50.0%, and the margin +3.0 pp at 13.0%. The 10-year compound rates are −4.4% (revenue) and 14.5% (profit). The earnings engine currently reads: improving — as of 24 July 2026.

How is Steel Exchange India Ltd performing?

Steel Exchange India Ltd is in a confirmed uptrend, 9 weeks in. Its latest quarter's revenue fell 10.0% and profit rose 50.0% year on year. Against the NIFTY 500 it has been behind on a trailing-13-week view for 1 week. This describes what the data did, not a rating. — as of 24 July 2026.

Is Steel Exchange India Ltd in an uptrend?

Yes — the price is in a confirmed uptrend (week 9 of stage 2), trading +19.1% versus its 200-day average and at 78% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 24 July 2026.

Is Steel Exchange India Ltd beating the market?

Not lately — on a trailing-13-week view Steel Exchange India Ltd is currently behind the NIFTY 500 (1 week and counting; last ahead the week of 2026-07-10), the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.3 years the stock moved +231% against the NIFTY 500's +274% — behind the index over the full window. — as of 24 July 2026.

Will Steel Exchange India Ltd's share price go up?

This page publishes no price forecast for Steel Exchange India Ltd. What it measures instead: the share price is ₹12.1, the price is in a confirmed uptrend 9 weeks in. Direction is not something this site claims to know. — as of 24 July 2026.

Who owns Steel Exchange India Ltd?

Promoters hold 49.7% of Steel Exchange India Ltd, foreign institutions 0.7%, domestic institutions 1.9% and the public 47.4% (latest quarter). The biggest move on the register over the last two years: Promoters cut 3.2 points over 8 quarters. — as of 24 July 2026.

Does Steel Exchange India Ltd have too much debt?

It is moderate — Steel Exchange India Ltd's debt-to-equity is 0.54, and operating profit covers the interest bill 2×. FY26 borrowings were ₹418 Cr against equity of ₹768 Cr. Read the returns on this page with that leverage in mind — as of 24 July 2026.

What is Steel Exchange India Ltd's capex?

Steel Exchange India Ltd spent ₹77.0 Cr on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY26 alone that was ₹8.0 Cr, with ₹6.0 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 24 July 2026.

What is Steel Exchange India Ltd's cash flow?

Steel Exchange India Ltd generated ₹−38.0 Cr of operating cash flow in FY26 and ₹−46.0 Cr of free cash flow after ₹8.0 Cr of capital spending. Reported profit that year was ₹27.0 Cr, so operating cash ran behind profit. Cash-flow resolution for India is annual. — as of 24 July 2026.

Is Steel Exchange India Ltd's profit real cash?

Not fully — over the last 3 fiscal years, 17% of Steel Exchange India Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹−38.0 Cr against reported profit of ₹27.0 Cr. The cash then goes mostly into the working-capital cycle. Cash-flow resolution is annual — as of 24 July 2026.

Where is Steel Exchange India Ltd in its business cycle?

Steel Exchange India Ltd's FY26 operating margin was 12.0%, against a 14-year band of −1.0%–15.0%: mid-band by its own history — neither the peak that precedes mean-reversion nor the trough that precedes recovery. The latest quarter ran 13.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 24 July 2026.

What could break the Steel Exchange India Ltd story?

The sharpest disagreement: profits are rising, but only 17% of the last 3 years' profit arrived as operating cash — the gap between the P&L and the bank account is the thing to watch. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 24 July 2026.

Is Steel Exchange India Ltd a stock worth studying right now?

This is not investment advice. The machine read: Steel Exchange India Ltd's three tracks disagree. Price, valuation and the earnings engine each tell a different story — the next quarter or two settles it. The sharpest open question: whether the cash starts following the profit. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 24 July 2026.

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