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Earnings Call Transcript

Sadhav Shipping Earnings Call Transcript: Key Takeaways

Sadhav reported a steady Q1 with ₹31.2 Cr revenue, maintaining an optimistic 20% annual growth target despite seasonal monsoon headwinds and flat sequential performance.

Guidance and delivery
Management target Revenue 20.0% FY27
Highlights
Revenue growth₹31.2 Cr in Q1; target 20%+ for FY27.
MarginsStrong EBITDA margins at 25.3% due to disciplined deployment.
Order bookCurrent order book stands at approximately ₹350 Cr.
Demand visibilityStrong visibility through long-term recurring contracts and 'Maritime Amrit Kaal'.
Management confidenceConfident; reiterating high growth and margin targets despite seasonality.

Growth

Revenue grew significantly YoY vs H1 FY26 baseline; offshore logistics contributed 81% of Q1 revenue.

Outlook

Management maintains FY27 guidance of over 20% revenue growth and faster profit growth.

Risks

Seasonal monsoon halts for vessel 'Anusha' and high second-hand vessel prices limiting fleet expansion.

Source

Earnings Call Transcript filed with NSE, NSE: SADHAV. Summary written with AI assistance from the document.

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Sadhav Shipping Ltd: key numbers

Share price
₹104.00
Market cap
₹167.8 Cr
Revenue (annual)
₹97.55 Cr
Net profit (annual)
₹14.72 Cr
P/E (TTM)
11.4×Sector 29.0×
Promoter holding
61.78%-7.66% QoQ
FII holding
7.88%Current quarter

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

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