PARADEEP Q2 FY27 Guidance vs Delivery (PARADEEP Management Mirror)

Q2 FY27 EBITDA per Ton Reported at Rs 4,250-4,318, Short of Rs 5,000 Baseline Guided in Jun'26 Qtr

In the Sep'26 Qtr concall, management reported an EBITDA per ton of Rs 4,250 to Rs 4,318. This fell short of the sustainable full-year baseline EBITDA guidance of Rs 5,000 per MT reaffirmed in the Jun'26 Qtr concall. Looking ahead, management guides for an EBITDA per ton between Rs 4,500 and Rs 5,000 for H2 FY27. Following the execution of the Rs 4,700 crore capex plan spanning to FY29, the company expects overall EBITDA to scale to Rs 4,800 to Rs 5,000 per ton from base levels, adding Rs 1,500 or more per ton.