Metals & Mining · NSE/BSE: SAIL

Steel Authority of India Limited

Iron & Steel
Market Cap ₹0.75L Cr
Verdict: Average

Quality Scores

Multi-Bagger
42/100
Compounder Quality
52/100
Management Credibility
70/100
Governance
78/100
Cash Flow Quality
68/100

AI Summary

Steel Authority of India Limited (SAIL) is a dominant Maharatna PSU in India's ferrous metals sector, characterized by cyclical financial performance and heavy capital intensity. Over the last decade, the company has transitioned from deep losses in FY16-17 to record profits in FY22, followed by a stabilization phase. The business benefit from full raw material integration (iron ore mines) but suffers from high structural costs and volatile global steel prices. Current market valuation reflects a mid-cycle state with an improving debt profile compared to the FY20 peak. However, the consistent…

Top Opportunities

  • Maharatna PSU status provides high credit safety
  • Massive raw material integration (captive iron ore)
  • Vast land bank and established infrastructure

Top Risks

  • Extremely high contingent liabilities (44.7k Cr)
  • Structural low ROE (~6%) over 3-year period
  • Commodity price sensitivity creates profit volatility

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