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IPO closes on 28 Sep'26

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A-One Steels India Limited

Minimum Investment

14,985 / 37 shares

Our Verdict:

Neutral

  • PAT has been extremely volatile — ₹38.91cr (FY24) fell to just ₹7.71cr (FY25) before jumping to ₹127.41cr (FY26) — partly driven by exceptional items; PAT before exceptional items was ₹126.88cr in FY26 versus ₹12.15cr in FY25, suggesting genuine operational improvement but the swings make a clean multi-year trend hard to establish.
  • Margins have improved steadily (EBITDA margin from 4.49% to 7.29%, PAT margin from 1.01% to 3.06% across FY24–FY26) and leverage has come down (debt-equity from 2.34x to 1.17x), but operating cash flow actually declined to ₹62.80cr in FY26 from ₹108.96cr in FY25 and ₹325.40cr in FY24, a gap between reported profit and cash generation worth watching.
  • As a steel manufacturer, the business is directly exposed to input-cost swings in scrap, iron ore, coking coal and pig iron, and its own disclosures flag capacity under-utilisation risk across its multiple Karnataka/Andhra Pradesh facilities as a factor that could hurt future performance.


About the company

Founded in

9 Apr'12

Managing director

Sandeep Kumar

  • A-One Steels India Limited is a Bengaluru, Karnataka-based steel manufacturer producing long steel products (TMT bars, rods, angles, sections) and flat steel products.
  • The company operates multiple manufacturing facilities across Karnataka and Andhra Pradesh, sourcing key raw materials including scrap, iron ore, pellets, coal and pig iron from third-party suppliers.
  • Net worth stood at ₹819.52 crore in FY26, up from ₹676.63 crore in FY25, alongside a reduction in net debt-to-equity over the same period.
  • Promoters: Sandeep Kumar (Managing Director), Sunil Jallan and Krishan Kumar Jalan


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STRENGTHS

  • Improving Margin Trajectory: EBITDA margin rose from 4.49% (FY24) to 7.29% (FY26), and PAT margin from 1.01% to 3.06% over the same period.
  • Deleveraging Balance Sheet: Debt-to-equity improved from 2.34x (FY24) to 1.17x (FY26), alongside net worth growth from ₹676.63cr (FY25) to ₹819.52cr (FY26).
  • Multi-Facility Manufacturing Base: Operates production facilities across Karnataka and Andhra Pradesh, spanning both long and flat steel product categories.
  • Diversified Product Range: Manufactures a range of long steel products (TMT bars, rods, angles, sections) and flat steel products, reducing dependence on a single product line.
  • Established Track Record: Operating since 2012, with FY26 revenue of ₹4,202.05 crore reflecting meaningful scale within the steel manufacturing sector.


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RISK FACTORS

  • Volatile Historical Profitability: PAT swung sharply from ₹38.91cr (FY24) to ₹7.71cr (FY25) to ₹127.41cr (FY26), including the impact of exceptional items, making it difficult to extrapolate a clean multi-year earnings trend.
  • Declining Operating Cash Flow Despite Rising Profit: Operating cash flow fell to ₹62.80cr in FY26 from ₹108.96cr in FY25 and ₹325.40cr in FY24, even as reported PAT rose sharply — a gap between accounting profit and cash generation.
  • Raw Material Price Exposure: The business depends on third-party suppliers for scrap, iron ore, pellets, coal and pig iron; cost increases that cannot be passed on to customers could pressure margins.
  • Capacity Under-Utilisation Risk: The company's own disclosures flag that under-utilisation of its manufacturing facilities could adversely affect business performance.
  • First Public Issue — No Prior Trading History: This is the company's first public issue, so there is no existing market for the shares and no trading history to gauge post-listing price behavior.


Financials

All Values are in Cr.

Issue details

Issue type

Mainboard

Issue size

405 crore

Fresh Issue

355 crore

OFS

50 crore

Price range

₹ 385 - 405

Lot size

37 shares

Issue Objective

  • Net proceeds from the Fresh Issue of ₹355 crore are proposed to be used per the Objects of the Issue set out in the RHP. The Offer for Sale of ₹50 crore, sold by promoters Sandeep Kumar, Sunil Jallan and Krishan Kumar Jalan, accrues to the selling shareholders, not the company.


Dates

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Bidding open

24 Sep'26

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Bidding close

28 Sep'26

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Allotment date

29 Sep'26

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Refund date

30 Sep'26

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Listing

1 Oct'26

IPO Reservations

Qualified institutional buyers

<50%

Non-institutional investors

>15%

Retail individual investors

>35%

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Read the Offer Document (PDF)

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