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Earnings Call

Salzer Electronics Earnings Call: Key Takeaways

Salzer Electronics reported Q4 FY26 revenue growth of 26% YoY to INR 474cr. Management highlighted strong demand in industrial switchgears and cables despite margin pressure from raw material volatility.

Highlights
Revenue growth24% YoY for FY26; Q4 grew 26% YoY.
MarginsQ4 EBITDA margin at 7%; targeting 9-9.5% for FY27.
Order bookOrders for 100 DC fast chargers; smart meter tenders evolving.
Demand visibilityStrong from industrial CapEx, infrastructure, and renewable energy sectors.
Management confidenceHigh on long-term growth and market share in core segments.

Growth

FY26 revenue grew 24% to INR 1,758cr; PAT grew 3% to INR 54cr. Q4 revenue up 26% YoY.

Outlook

FY27 revenue guidance INR 2,000-2,100cr; EBITDA margin target 9-9.5%. Saudi plant operations starting Sept-Oct 2026.

Risks

Geopolitical tensions in Middle East impacting Saudi operations; elevated commodity prices and plastic price hikes impacting margins.

Source

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

Read the document ↗

Salzer Electronics Ltd: key numbers

Share price
₹541.25
Market cap
₹957.1 Cr
Revenue (annual)
₹1,758 Cr
Net profit (annual)
₹52.94 Cr
P/E (TTM)
21.9×Sector 45.9×
Promoter holding
37.48%+0.00% QoQ
FII holding
4.51%Current quarter

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

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Annual General Meeting

Salzer Electronics Annual General Meeting

Salzer Electronics held its 41st Annual General Meeting on September 12, 2026, where shareholders approved financial statements and the declaration of a dividend.