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Earnings Call

FIEM Industries Earnings Call: Key Takeaways

Fiem Industries reported record FY26 performance with 16% revenue growth and 24% PAT growth, driven by LED transition and 2-wheeler resilience.

Why this was an Alfa AlertNot a filter event. FY26 performance met general optimistic outlook but did not exceed a specific prior guided range by 10% or more.
Highlights
Revenue growth16.04% YoY for FY26.
MarginsRecord 14.09% EBITDA margin; guidance for 14% plus going forward.
Order book70% of ₹700cr RFQs converted into development projects.
Demand visibilityStrong, driven by shift to premium and electric vehicles.
Management confidenceHigh; confident in maintaining growth trajectory and market leadership.

Growth

FY26 revenue reached ₹2,790.65cr (+16.04% YoY); PAT hit ₹253.87cr (+24.36% YoY); EBITDA margin record 14.09%.

Outlook

Guided 15-20% revenue growth and 14%+ EBITDA margins; projected 4-wheeler revenue of ₹100-150cr for FY27.

Risks

Geopolitical tensions, currency fluctuations, supply chain disruptions, and commodity inflation leading to price escalations.

Last quarter's promises, checked

Delivered

  • Guided 14% plus EBITDA margin → delivered 14.25% (= BEAT)
  • Guided 15-20% revenue growth → delivered 16.22% (= BEAT)
  • Convert Force Motors RFQ → delivered converted to development (= BEAT)

Partly delivered

  • Guided 4-wheeler revenue shift → delivered credibility building with small lamps only (= PARTIAL)
Source

Earnings Call filed with BSE, NSE: FIEMIND. Summary written with AI assistance from the document.

Read the document ↗

FIEM Industries Ltd: key numbers

Share price
₹1,965.50
Market cap
₹5,173 Cr
Revenue (annual)
₹2,816 Cr
Net profit (annual)
₹255.6 Cr
P/E (TTM)
19.7×Sector 33.6×
Promoter holding
54.52%+0.00% QoQ
FII holding
7.03%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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