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Investor Presentation

FIEM Industries Investor Presentation: Key Takeaways

Fiem Industries reported Q1FY27 results showing continued dominance in automotive LED lighting. Strategy focuses on expanding R&D capabilities and maintaining a strong 2W EV market share.

Highlights
MarginsAutomotive LED lighting share increased to 48.23% in Q1FY27.
Demand visibilityStrong, working with all major EV OEMs in India.
Management confidenceHigh; citing first-mover advantage in EV segment.

Growth

FY21-FY26 net sales CAGR of 18.24% and EBITDA CAGR of 24.07% reported. Q1FY27 automotive segment mix remains high at 99.87%.

Outlook

Focus on the exponential 2W EV opportunity. Leveraging new R&D centers in Gurugram and Italy for advanced lighting solutions.

Risks

Heavy dependence on the 2-wheeler segment and domestic OEMs; potential volatility in raw material costs.

Last quarter's promises, checked

Delivered

  • Guided 14% EBITDA margin → delivered 14.67% in Q4FY26 (= BEAT)
  • Guided 15-20% revenue growth → delivered 16.04% for FY26 (= BEAT)
  • Guided 63% LED share → delivered 63% in FY26 (= BEAT)

Partly delivered

  • Guided INR108.31cr Capex → delivered part of INR200cr 2-year plan (= PARTIAL)
Source

Investor Presentation 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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