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Earnings · Steel & Iron Products · Mid cap

Usha Martin crosses ₹1,000 cr quarterly revenue for first time

Q1 revenue hits ₹1,033 cr, up 16.4%; EBITDA margin expands to 20.1%; net cash at ₹465 cr; credit rating upgraded to IND AA-

4 earlier stories on Usha Martin Ltd.
Mkt cap₹14,417 cr
P/E30.94×
ROE14.80%
Debt / eq.0.12
Div yld0.81%
₹1,033 cr Consolidated quarterly revenue (16.4% YoY increase)

What's new

  • Revenue crosses ₹1,000 cr for first time, up 16.4% YoY to ₹1,033 cr
  • EBITDA margin rises to 20.1% from 16.3%; PAT up 40.9% to ₹142 cr
  • Credit rating upgraded to IND AA- with stable outlook; net cash at ₹465 cr

Why this matters

Crossing ₹1,000 cr revenue is a milestone, and the EBITDA margin gain to 20.1% shows product mix and cost control working. The rating upgrade reflects financial strength. But the data was already public, so the presentation merely confirms the trajectory. The Enforcement Directorate shadow still hangs over the stock.

What we're watching

  • Demand trends in key markets and any slowdown signals
  • Progress on specialized wire ropes and new vertical investments
  • Any regulatory updates related to the ED matter

The full read

Usha Martin hit a milestone in Q1: consolidated revenue crossed ₹1,000 crore for the first time, landing at ₹1,033 crore, up 16.4% from a year ago. More importantly, operating EBITDA rose 43.8% to ₹208 crore, pushing the margin to 20.1% from 16.3% — from product mix and cost control. Profit after tax climbed 40.9% to ₹142 crore, and the company generated ₹242 crore in operating cash flow, ending the quarter net cash at ₹465 crore. The credit rating was also upgraded to IND AA- with stable outlook.

None of this is new — the numbers were released in the statutory filing on the same day. The presentation is a backward-looking confirmation of a strong quarter. What changes from here is whether demand can hold and whether the company can sustain margin levels. The open question: the ED shadow from prior quarters still hangs over the stock, and until that clears, the market may not fully re-rate the shares.

Questions answered

What drove the EBITDA margin improvement to 20.1%?
The margin rose from 16.3% to 20.1% thanks to a better product mix and cost management, lifting EBITDA by 43.8% to ₹208 cr.
How strong is the company's balance sheet?
Usha Martin ended Q1 with net cash of ₹465 cr and generated operating cash flow of ₹242 cr, underpinning the credit rating upgrade to IND AA-.
Was this earnings presentation already expected?
Yes, the key numbers were already released via the statutory results filing on the same day, so this presentation added no new material information beyond management commentary.
What is the significance of crossing ₹1,000 cr revenue?
It marks a new quarterly milestone, reflecting strong demand recovery and execution in the core wire rope business.
What is the ED shadow mentioned in prior coverage?
Earlier reports noted ongoing Enforcement Directorate scrutiny, which remains an overhang despite the strong operational performance in Q1.
Mentioned: ₹1,033 cr revenue · IND AA- rating · Rajeev Jhawar
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Usha Martin Ltd.

Steel
₹15,295 cr
P/E 30.17×

Latest quarter · Jun 2026

Sales₹1,033 cr
Net profit₹137 cr
Op. margin+20.1%
EPS₹4.65

Strength & growth

Debt / equity0.12×
Current ratio2.82×
Sales CAGR−1.3%
EPS CAGR+1.1%
  1. 27 Jul 2026 · 7:12 PM IST Usha Martin crosses ₹1,000 cr quarterly revenue for first time
  2. today Usha Martin sets 20% EBITDA margin floor, adds 6,000-ton elevator rope capacity
  3. today Usha Martin crosses ₹1,000 cr quarterly revenue, profit up 41%
  4. 1d ago Usha Martin cracks ₹1,000 cr quarter, EBITDA margin widens 380 bps
  5. 1d ago Usha Martin's Q1 profit jumps 41% but ED shadow lingers