La Tim Metal & Industries Ltd · BSE:LATIMMETAL

La Tim Metal & Industries — Q2 FY27 Earnings Presentation

25 slides from La Tim Metal & Industries's earnings presentation, Oct 30, 2026

  1. Slide 1: Covering letter to Bombay Stock Exchange

    LA TIM METAL & INDUSTRIES LIMITED. LATIM CIN: L99999MH1974PLCO17951 Regd. Off.:201, Navkar Plaza, Bajaj Road, Vile Parle (West), Mumbai - 400056. Tel: 022-26203399, 26203434, Email: [email protected] Web: www.latimmetal.com Date: 30/10/2026 To The Bombay Stock Exchange Ltd. Corporate Relations

  2. Slide 2: La Tim Metal & Industries Limited Investor Presentation – Q2 FY27

    La Tim Metal & Industries Limited Investor Presentation – Q2 FY27

  3. Slide 3: Agenda

    AGENDA 01 About Us 02 Executive Summary 03 Managing Director’s Commentary 04 Product Portfolio 05 Journey So Far 06 Leadership 07 Key Competitive MOATs 08 Operational Metrics 09 Financials 2

  4. Slide 4: About The Company

    About The Company La Tim Metal & Industries Limited, established in 1974, is engaged in the manufacturing and dealing of colour coated steel coils, with an emerging Particulars (In ₹ Cr) FY26 FY25 FY24 presence in export markets, particularly Europe. Its product portfolio includes colour coated stee

  5. Slide 5: Executive Summary – Q2 FY27

    Executive Summary – Q2 FY27 Revenue & Profitability Return & Capital KPIs Revenue From Operations Return On Equity Clients ₹ 150.4 Cr YoY +68.5% 13.8% in H1FY27 vs 10.4% in FY26 500+ EBITDA Return On Capital Employed Projects ₹ 7.5 Cr YoY +125.3% 23.5% in H1FY27 vs 21.5% in FY26 50+ EBITDA Margin De

  6. Slide 6: Managing Director’s Commentary

    Managing Director’s Commentary Q2 & H1 FY27 has marked a strong growth phase for La Tim Metal & Industries Limited, supported by a strategic shift in focus from trade distribution towards the OEM business and an enhanced contribution from value-added and premium industrial segments. The buoyant stee

  7. Slide 7: Product Portfolio (1/4)

    Product Portfolio (1/4) 1. Colour Coated Steel Coils Product Description: Special Features: End Users / Applications: Colour Coated Steel Coils with 1. Corrosion, UV & abrasion 1. Roofing & Cladding. Galvanized, Galvalume and resistant. 2. Sandwich Panels. Aluminium substrates, offering 2. Multiple

  8. Slide 8: Product Portfolio (2/4)

    Product Portfolio (2/4) 2. Design Coated / Printed Steel Coils Product Description: Special Features: End Users / Applications: 1. High durability & corrosion 1. Furniture. Design Coated Steel Coils feature 2. Doors & Chaukhats. resistance. wood, marble, stone, tile and floral 3. Wall Panels & Louvr

  9. Slide 9: Product Portfolio (3/4)

    Product Portfolio (3/4) 3. Stone Coated Steel Roof Product Description: Special Features: End Users / Applications: Stone Coated Steel Roofing 1. Withstands extreme weather, 1. Luxury Homes & Bungalows. combines steel strength with a heavy rainfall & strong winds. 2. Holiday Homes & Chalets. durable

  10. Slide 10: Product Portfolio (4/4)

    Product Portfolio (4/4) 4. Asphalt Shingles Product Description: Special Features: End User / Applications: LATIM offers durable, stylish 1. Excellent Weather Resistance. 1. Luxury Homes & Bungalows. Asphalt Shingles that provide 2. Durable & Long-Lasting. 2. Holiday Homes & Chalets. reliable weathe

  11. Slide 11: Manufacturing Process Of Colour Coated Coils

    Manufacturing Process Of Colour Coated Coils 1. Al-Zinc Coating The steel substrate undergoes Al-Zinc coating, providing the foundation for enhanced corrosion resistance and product durability. 2. Pre-Treatment A pre-treatment Chromate Coating is applied to prepare the surface and support subsequent

  12. Slide 12: Industrial Park

    Industrial Park Strategic Location Positioned Within an & Connectivity Established Industrial Cluster Located on Mumbai - Goa Road, Taluka Tala, the Industrial Park benefits from The park is sited near an existing steel and industrial ecosystem, with connectivity to both Mumbai and Pune. The company

  13. Slide 13: Our Journey

    Our Journey La Tim Buildarch LLP incorporated as a 75%-owned Established its footprint Started color coated Launched stone subsidiary, expanding the roofing & cladding segment In the steel industry. steel coil production. coated steel roofing. & launching synthetics thatch roofing. 1971 2018 2023 20

  14. Slide 14: Leadership Team

    Leadership Team Rahul M. Timbadia Sandeep N. Ohri Managing Director Non-Executive & Independent Director Rahul M. Timbadia has extensive experience in the steel industry, Mr. Sandeep N. Ohri is a Certified Independent Director, having had business as a steel importer & supplier from 1971 Business St

  15. Slide 15: Key Competitive Moats

    Key Competitive Moats 1 2 Established Sourcing Value-Added Product Relationships & Supply Differentiation: Flexibility: Expanding beyond conventional steel into Design Coated Decades of experience in the steel trade have enabled La and Stone Coated Steel, with multiple finishes, patterns and Tim to

  16. Slide 16: Partner Network

    Partner Network 1. OEM Centric Partnership Model La Tim is now concentrating on OEM driven applications, customised solutions and value-added coating with its partners, thus focusing on long- term partnerships. 2. Multi-Product Distribution Platform: The distribution infrastructure extends beyond tr

  17. Slide 17: Operational Metrics

    Operational Metrics Efficiency & Working Profitability & Returns Liquidity & Solvency Capital Management Profile Profile • Inventory Turnover improved to 4.2x from • Return On Capital Employed surged to • Current Ratio stood at a healthy 1.8x in 3.6x, indicating an improvement in 21.5% from 4.6%, dr

  18. Slide 18: Income Statement

    Income Statement ₹ Crores Unless Otherwise Mentioned Particulars H1 FY27 H1 FY26 YoY Change Q2 FY27 Q2 FY26 YoY Change Revenue from operations 287.7 176.8 62.7% 150.4 89.2 68.5% Cost of materials consumed (incl. changes in WIP and Purchases) 257.3 158.6 62.3% 134.1 80.2 67.2% Gross Profit 30.4 18.2

  19. Slide 19: Balance Sheet

    Balance Sheet ₹ Crores Unless Otherwise Mentioned Assets H1 FY27 FY26 FY25 Property plant & equipment and intangible assets 14.8 14.6 15.9 Right of use assets 1.1 1.5 2.8 Investments 3.3 3.1 3.0 Inventories 102.1 92.0 66.6 Trade receivables 65.4 28.5 21.4 Cash & cash equivalents 5.9 2.6 1.4 Other fi

  20. Slide 20: Cashflow Statement

    Cashflow Statement ₹ Crores Unless Otherwise Mentioned Particulars H1 FY27 FY26 FY25 Net cash from / (used in) operating activities -12.7 0.9 -3.9 Net cash from / (used in) investing activities -4.5 -1.8 -1.5 Net cash from / (used in) financing activities 20.4 1.8 5.7 Net Increase / (Decrease) In Ca

  21. Slide 21: Financial Graphs (1/2)

    Financial Graphs (1/2) Revenue From Operations (In ₹ Cr) EBITDA (In ₹ Cr) EBITDA Margin (In %) 390.5 15.7 5.0% 14.3 4.0% 256.6 287.7 1.2 0.5% FY25 FY26 H1 FY27 FY25 FY26 H1 FY27 FY25 FY26 H1 FY27 Profit After Tax (PAT) (In ₹ Cr) PAT Margin (In %) Current Ratio (In times) 8.2 1.9 1.8 7.1 2.5% 1.6 2.1

  22. Slide 22: Financial Graphs (2/2)

    Financial Graphs (2/2) Return On Capital Employed (In %) Debt-Equity Ratio (In times) Interest Coverage Ratio (In times) 21.5% 23.5% 0.9 3.7 0.6 0.6 2.4 4.6% 0.6 FY25 FY26 H1 FY27 FY25 FY26 H1 FY27 FY25 FY26 H1 FY27 Return On Equity (In %) Net Capital Turnover Ratio (In times) Inventory Turnover Rat

  23. Slide 23: Investment Rationale

    Investment Rationale Transitioning Towards Strategic Land Asset Diversification Across Exposure to Diverse End- Value-Added & Premium Provides Additional Complementary Revenue Market Applications: Steel Solutions: Value-Unlocking Streams: Potential: The company is also developing next- La Tim's huge

  24. Slide 24: Industry Growth Drivers

    Industry Growth Drivers India’s Self-Supported Steel Roofing & Downstream Steel & Roofing: Multiple Structural Growth Drivers Cladding Market Size (In ₹ Billion) 1. Rising Demand for Value-Added Steel 2. Industrial & Warehousing Expansion CAGR - 7% • Increasing adoption of coated and application- •

  25. Slide 25: Thank You

    Thank You For any further information/factory visit, please contact: Company: [email protected] Investor Relations Consultant: Capital Bridge Advisory Services Pvt Ltd Raj Shah, CFA Rishi Kothari, CFA [email protected] [email protected] +91 99259 11296 +91 82388 85414 24

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