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🏭 Maharashtra Seamless – Capacity Unlock + New Product Trigger Recent concall highlights show clear operational improvements + future growth drivers unfolding. 📊 Capex & Capacity Update Company is executing a phased capex plan (~₹852 Cr) focused on debottlenecking, not blind expansion 🔹 Cold Drawn Pipes Project → ✅ Completed 🔹 Telangana Finishing Line • ₹90 Cr purchase orders already issued • Partial commissioning expected this quarter • Will increase finishing capacity, not melting capacity 💡 Key Insight: Current installed production capacity 2 lakh tons remains underutilized due to finishing bottlenecks. This capex will unlock sellable finished tonnage, improving utilization and margins 📌 FY25 Production: 4.41 lakh tons 📌 Utilizable Capacity: 5.5 lakh tons 📌 Extra 1 lakh tons capacity unlock expected after finishing upgrade Premium Connections – Major Future Trigger This is the most important long-term growth driver. 🔹 Royalty agreement signed with foreign technology partner 🔹 Production expected to start in ~6 months 🔹 Market size: 50,000–1,00,000 tons/year 🔹 Current players: Jindal Saw + Imports 🔹 Company aims to capture domestic market share 💡 Key Insight: Entry into premium connections can significantly improve margins and product mix 👨‍💼 Promoter Confidence Promoters have been consistently buying shares, which reflects strong confidence in future growth visibility. This is usually a strong positive signal when combined with operational expansion 📈 Conclusion Maharashtra Seamless is not just expanding capacity — it is unlocking existing capacity + entering a high-value segment. ✔️ Capacity utilization improvement ✔️ Premium product launch in 6 months ✔️ Promoter buying support ✔️ Strong Oil & Gas + Energy theme tailwind This combination makes it a structural story to watch for the next cycle.

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