JSWSTEEL IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Business | REV SHARE | 1,66,923 | 1,66,923–1,66,923 | 90.0% | COGS | FY26 | DISC | 90% |
| “Details of business activities (accounting for 90% of the turnover): Sr. No. Description of Main Activity Description of Business Activity % of Turnover of the…” AR · +1 DOC | ||||||||
| China. | UNSTATED | 1,66,923 | 1,36,784–1,66,923 | 90.0% | — | FY26 | EST | 75% |
| “› Excessive exports by Asian countries especially China, due to significant depletion of domestic demand.” AR DOC | ||||||||
| Karnataka | UNSTATED | 1,66,923 | 1,36,784–1,66,923 | 90.0% | — | FY26 | EST | 75% |
| “Mrs. Khushboo Goel Chowdhary, IAS Nominee Director of KSIIDC Mrs. Khushboo Goel Chowdhary is a 2008 batch Indian Administrative Service officer, currently serv…” AR DOC | ||||||||
| Mumbai | UNSTATED | 1,66,923 | 1,36,784–1,66,923 | 90.0% | — | FY25 | EST | 75% |
| “Key projects served in FY 2025-26: › Mumbai – Ahmedabad High speed rail project.” AR DOC | ||||||||
| Others | UNSTATED | 1,66,923 | 1,36,784–1,66,923 | 90.0% | — | FY26 | EST | 75% |
| “Others financial assets (Unsecured) (I in crores) Particulars As at 31 March 2026 As at 31 March 2025 Non-current Current Non-current Current Considered good S…” AR DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | 1,66,923 | 1,36,784–1,66,923 | 90.0% | — | FY26 | EST | 70% |
| “f) The Securities and Exchange Board of India (Registrars to an issue and Share Transfer Agents) Regulations, 1993 regarding the Companies Act and dealing with…” AR DOC | ||||||||
| FY27 | UNSTATED | 1,66,923 | 1,36,784–1,66,923 | 90.0% | — | FY27 | EST | 70% |
| “In FY27, the focus will be on scaling premium volumes, deepening customer monetization, institutionalizing predictive quality systems, and closing residual gap…” AR DOC | ||||||||
| Authority. | UNSTATED | 1,66,923 | 1,36,784–1,66,923 | 90.0% | — | FY26 | EST | 70% |
| “The shareholder to send a self-attested copy of the e-form, the indemnity Bond in original, along with other documents (self-attested client master list, PAN c…” AR DOC | ||||||||
| Appellate Authority | UNSTATED | 1,66,923 | 1,36,784–1,66,923 | 90.0% | — | FY26 | EST | 70% |
| “The Company filed an appeal before the Additional Commissioner of State Tax (First Appellate Authority) and the First Appellate Authority has confirmed the ord…” AR DOC | ||||||||
| Business | UNSTATED | 1,66,923 | 1,36,784–1,66,923 | 90.0% | — | FY26 | EST | 70% |
| “” He was awarded the “Business Leader of the Decade” at the 15th AIMA Managing India Awards in 2025 for his transformative leadership in shaping JSW Group into…” AR DOC | ||||||||
| TCSTata Consultancy Services Ltd. | UNSTATED | 1,66,923 | 1,36,784–1,66,923 | 90.0% | — | FY26 | EST | 65% |
| “He served as Executive Director and Chief Financial Officer of TCS before retiring in February 2013, following more than 42 years of service.” AR DOC | ||||||||
| Regional PF Commissioner-II | CONTRACT | 1,66,923 | 1,36,784–1,66,923 | 90.0% | — | FY25 | EST | 65% |
| “General Updates Order received from the Regional PF Commissioner-II, Ballari, for belated remittance of Provident Fund for the period April 2016 to March 2019.” ANN · 29-MAR-25 DOC | ||||||||
| LTLarsen & Toubro Ltd. | UNSTATED | 79,529 | 65,169–79,529 | 42.9% | — | FY26 | EST | 75% |
| “Contribution to overall product portfolio Contribution to overall product portfolio 75% 38% Water pipeline constructions Contributed to ~1,722 km Major project…” AR DOC | ||||||||
| BHARTIARTLBharti Airtel Ltd. | UNSTATED | 50,900 | 41,710–50,900 | 27.4% | — | FY26 | EST | 75% |
| “Mr. Mukherjee also serves on the Boards of Handy Home Solutions Pvt. Ltd., Bharti Airtel Limited, ITC Limited and Urban Company Limited.” AR DOC | ||||||||
| ITCITC Ltd. | UNSTATED | 18,380 | 15,062–18,380 | 9.9% | — | FY26 | EST | 65% |
| “Mr. Mukherjee also serves on the Boards of Handy Home Solutions Pvt. Ltd., Bharti Airtel Limited, ITC Limited and Urban Company Limited.” AR DOC | ||||||||
| NCCNCC Ltd. | UNSTATED | 16,714 | 13,696–16,714 | 9.0% | — | FY26 | EST | 65% |
| “Contribution to overall product portfolio Contribution to overall product portfolio 75% 38% Water pipeline constructions Contributed to ~1,722 km Major project…” AR DOC | ||||||||
| RHIMRHI MAGNESITA INDIA LTD. | UNSTATED | 3,577 | 2,931–3,577 | 1.9% | — | FY26 | EST | 75% |
| “She also served in the past on the Board of RHI Magnesita, Austria, a FTSE 250 company;” AR DOC | ||||||||
| URBANCOUrban Company Ltd. | UNSTATED | 618 | 507–618 | 0.3% | — | FY26 | EST | 75% |
| “Mr. Mukherjee also serves on the Boards of Handy Home Solutions Pvt. Ltd., Bharti Airtel Limited, ITC Limited and Urban Company Limited.” AR DOC | ||||||||
| KFINTECHKfin Technologies Ltd. | UNSTATED | 481 | 394–481 | 0.3% | — | FY26 | EST | 70% |
| “Transmission system: Requests for transmission of shares held in physical form can be lodged with KFin Technologies Limited (RTA) at the above-mentioned addres…” AR DOC | ||||||||
| BSEBSE Ltd. | UNSTATED | 0 | 0–0 | 0.0% | — | FY26 | EST | 60% |
| “The Company has received declaration from Ms. Fiona Paulus (DIN: 09618098), that she meets the criteria of independence as prescribed both under Section 149 (6…” AR DOC | ||||||||
| GAILGAIL (India) Ltd. | UNSTATED | — | — | — | COGS | 2026-10 | EST | 75% |
| “Accreditations ∞ Accredited with ISO 14001:2015 (Environmental Management Systems) ∞ Accredited with ISO 45001:2018 (Safety Management System) ∞ Accredited wit…” AR DOC | ||||||||
| APARINDSApar Industries Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “12 No. of webinars on environmental and social issues 187 Suppliers covered 28% Suppliers (by value of business dine with suppliers) Most of our procurement is…” AR · +1 DOC | ||||||||
| China. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “› Emerging signs of easing supply-side pressures from China are expected to support greater stability in global steel prices over the medium to long term.” AR · +1 DOC | ||||||||
| BHARATCOALBharat Coking Coal Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “Out of secured ~5 MTPA domestic raw coking coal as long-term supply from Bharat Coking Coal Ltd. (BCCL), supply of about 0.6 MTPA has been initiated and balanc…” AR DOC | ||||||||
| SAILSteel Authority of India Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “He previously served as Chairman of Steel Authority of India Limited (SAIL) and was also the first Chairman of International Coal Ventures Limited (ICVL), a jo…” AR DOC | ||||||||
| Australia | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “There were significant variations in steel and raw material prices within FY 2025-26, with the year beginning at lower levels, followed by some recovery in the…” AR DOC | ||||||||
| Karnataka | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “› Gujarat–Narmada river linking project › Rajiv Gandhi Canal project, Rajasthan › Aurangabad water supply project, › MP water linking project › Telangana & Kar…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “Other financial assets (unsecured) (I in crores) Particulars As at 31 March 2026 As at 31 March 2025 Non-current Current Non-current Current Considered Good Se…” AR DOC | ||||||||
| Mumbai | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “JSW JFE Electrical Steel Nashik Private Limited (with effect from 08 November 2025) $ $ Pursuant to the Order of Regional Director, Registrar of Companies, Mum…” AR DOC | ||||||||
| NMDCNMDC Ltd. | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “The State Government has filed an appeal before the SCI, and based on merits of the case duly supported by a legal opinion and a favorable order from the High …” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “Other current liabilities (I in crores) Particulars As at 31 March 2026 As at 31 March 2025 Advances from customers 1,577 1,478 Statutory liabilities 2,829 3,4…” AR DOC | ||||||||
| SCIShipping Corporation of India Ltd. | UNSTATED | — | — | — | SG&A | FY26 | EST | 60% |
| “The State Government has filed an appeal before the SCI, and based on merits of the case duly supported by a legal opinion and a favorable order from the High …” AR DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| LTLarsen & Toubro Ltd. | CONTRACT | 2,57,287 | 2,57,287–2,57,287 | — | CAPEX | FY27 | EST | 85% |
| “L&T wins (Mega*) Order for Minerals & Metals Business Mumbai, May 06, 2026: The Minerals & Metals (M&M) business vertical of L&T has secured its largest-ever o…” ORDER p.2 · 06-MAY-26 DOC | ||||||||
| GAILGAIL (India) Ltd. | REV SHARE | 13,870 | 13,870–13,870 | 8.9% | COGS | 2026-10 | DISC | 90% |
| “c) Customer contributing more than 10% of Revenue (I in crores) Particulars For the year ended 31 March 2025 For the year ended 31 March 2024 JSW Steel Coated …” AR · +1 DOC | ||||||||
| CEMPROCemindia Projects Ltd. | UNSTATED | 9,055 | 9,055–9,055 | — | CAPEX | FY25 | EST | 70% |
| “Stone Column Green PVC project, Mundra, Gujarat 26ITD Cementation India Limited26 ITD Cementation India Limited E 705 CrOrder book as on 31 March 2025 Major Pr…” AR DOC | ||||||||
| GAILGAIL (India) Ltd. | UNSTATED | — | — | — | CAPEX | 2026-10 | EST | 75% |
| “Other current liabilities (I in crores) Particulars As at 31 March 2025 As at 31 March 2024 Advances from customers 1,478 1,005 Statutory liabilities 3,412 2,9…” AR DOC | ||||||||
| LODHALodha Developers Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “Prior to joining Lodha, he served as Group CFO-Strategic Finance at GMR Group and held key roles at Aditya Birla Group and JSW Steel Limited.” AR · +1 DOC | ||||||||
| LINDEINDIALinde India Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “The said joint venture company operated an 855 tpd Air Separation Unit at Bellary, Karnataka for supply of gases under a long-term gas supply agreement to JSW …” AR · +1 DOC | ||||||||
| SOBHASobha Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “Post-retirement, he transitioned to corporate roles, serving as a corporate advisor to JSW Steel for five years and currently acting as an Independent Director…” AR DOC | ||||||||
| Karnataka | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “Mitigation measures Iron ore › Iron ore requirements are met through an optimal mix of captive mines and external sourcing from key states including Odisha, Ka…” AR DOC | ||||||||
| Maharashtra | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “Mitigation measures Iron ore › Iron ore requirements are met through an optimal mix of captive mines and external sourcing from key states including Odisha, Ka…” AR DOC | ||||||||
| Australia | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “The increase was primarily on account of investment of ₹879 crore in M Res NSW HCC Pty Ltd. 6.1.13 Investments FY26 9,700 5,709 3,689 9,398 5,123 4,577 Investm…” AR DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “Percentage of input material (inputs to total inputs by value) sourced from suppliers: Particulars Current Financial Year Previous Financial Year Directly sour…” AR DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Material topics ▪ Climate change and emissions management ▪ Air quality management ▪ Water resource use and management ▪ Energy management ▪ Resource managemen…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Other assets (I in crores) Particulars As at 31 March 2026 As at 31 March 2025 Non-current Current Non-current Current Considered good Capital advances 1,349 -…” AR DOC | ||||||||
| JSWCEMENTJSW Cement Ltd. | UNSTATED | — | — | — | COGS | 2026-02 | EST | 65% |
| “JSW GGBS: Growth Enablers and Strategies Growth Enablers Growth Strategies 1 Multi-year supply contracts Secured the slag output from JSW Steel plants in South…” CONCALL · +1 DOC | ||||||||
| China. | UNSTATED | — | — | — | — | 2026-07 | EST | 65% |
| “We have seen imports going up from Japan, Russia and China, in particular.” CONCALL DOC | ||||||||
| CROMPTONCrompton Greaves Consumer Electricals Ltd. | UNSTATED | — | — | — | COGS | 2025-11 | EST | 60% |
| “The largest contract that we currently have is with an industrial company, JSW Steel, we have fully disclosed.” CONCALL DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNOUNCEMENTS | 1/1 | 100% | 07-NOV-26 |
| ANNUAL | 4/4 | 100% | 15-OCT-26 |
| CONCALL | 2/2 | 100% | 15-OCT-26 |
| ORDERS | 1/1 | 100% | 07-NOV-26 |
| RATINGS | 0/13 | 0% | — |
| SCREENER | 1/1 | 100% | 10-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 0.329 | 14-NOV-26 | RHI MAGNESITA INDIA LTD. share 1% · Tata Consultancy Services Ltd. share 50% · Bharti Airtel Ltd. share 15% · Urban Company Ltd. share 0% · ITC Ltd. share 5% · Larsen & Toubro Ltd. share 24% |
| CUST MOM 1M | +7.5% | 14-NOV-26 | from 15-OCT-26 · Apar Industries Ltd. -13.3% w 0 · GAIL (India) Ltd. +11.0% w 0 · Bharat Coking Coal Ltd. -1.3% w 0 · RHI MAGNESITA INDIA LTD. -1.0% w 0 · Tata Consultancy Services Ltd. +2.4% w 0 · Bharti Airtel Ltd. +13.6% w 0 |
| DISTRESS SCORE | 0.293 | 13-OCT-26 | roe 0.25 · operatingMargin 0.16 · debtToEquity 0.99 · interestCoverage 4.21 · assetTurnover 0.69 · leverage 2.7 |
| SUPP MOM 1M | +13.7% | 14-NOV-26 | from 15-OCT-26 · Larsen & Toubro Ltd. +14.1% w 1 · Linde India Ltd. +14.2% w 0 · GAIL (India) Ltd. +11.0% w 0 · Lodha Developers Ltd. +14.9% w 0 · Cemindia Projects Ltd. +7.6% w 0 · JSW Cement Ltd. +10.5% w 0 |