Algoma Steel Group Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
FY EPS (est.)
-$2.41next fiscal year
Monitoring Framework
Key Performance Indicators
EAF Steelmaking Transition Progress Quarterly1.0Target: Transition complete with Blast Furnace No. 7 and cokemaking assets permanently halted in January 2026
Carbon Emissions Intensity Reduction AnnuallyTarget: Approximately 70% reduction once fully transitioned to EAF steelmaking
Discrete Plate Sales Volume Quarterly116KTarget: Maximize high-value plate sales to support domestic infrastructure and defense needs
Watch Items
- U.S. Section 232 Tariffs on Canadian SteelTrigger: 50% tariff rateAction: Monitor commercial pivot towards the Canadian domestic market and evaluate direct tariff costs (CAD 27.4 million in Q1 2026).
- EAF Unit 2 Construction and CommissioningTrigger: Targeted completion in 2026Action: Track capital expenditures and construction milestones to ensure the second EAF unit is brought online on schedule.
- Liquidity and Government Support TranchesTrigger: CAD 500 million total government-backed supportAction: Monitor remaining availability under the Large Enterprise Tariff Loan (LEL) facilities and compliance with loan covenants.
Research as of 19 Jun 2026