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Investor Presentation

Sandhar Technologies Investor Presentation: Key Takeaways

Sandhar Technologies reported its highest-ever quarterly consolidated revenue of ₹1382 Cr for Q1 FY27, driven by strong growth in the 2W segment and new project ramp-ups.

Highlights
Revenue growth27% YoY consolidated growth.
MarginsEBITDA margin at 8.49% vs 9.34% YoY due to cost impacts.
Demand visibilityStrong 2W segment performance; revenue share at 69.5%.
Management confidenceHigh; citing highest-ever quarterly revenue achievement.

Growth

Consolidated Revenue grew 27% YoY; EBITDA increased 15% to ₹117 Cr; PAT rose 33% to ₹37 Cr.

Outlook

New ADC plant in Hosur starts Aug'26. Target completion March 2027. Sheet metal Phase-II expected by March 2027.

Risks

Margins impacted by minimum wage hikes in Haryana/Uttarakhand, energy costs, and initial losses in new projects.

Last quarter's promises, checked

Delivered

  • Guided Q4 breakeven for overseas subsidiaries → Delivered EBT breakeven (= BEAT)
  • Guided 15% revenue growth for FY26 → Delivered 25% consolidated growth (= BEAT)
  • Guided doubling revenue in 3-4 years → FY26 revenue hit record ₹4,852 Cr (= BEAT)

Partly delivered

  • Guided turnaround of Khed City/Sanaswadi by Q2 FY27 → Projects in ramp-up phase (= PARTIAL)

Missed

  • Guided EBITDA margin improvement of 0.25-0.5% → Delivered 8.49% vs 9.34% YoY (= MISS)
Source

Investor Presentation filed with BSE, NSE: SANDHAR. Summary written with AI assistance from the document.

Read the document ↗

Sandhar Technologies Ltd: key numbers

Share price
₹574.00
Market cap
₹3,455 Cr
Revenue (annual)
₹4,852 Cr
Net profit (annual)
₹198.7 Cr
P/E (TTM)
16.6×Sector 33.6×
Promoter holding
70.38%+0.00% QoQ
FII holding
2.09%Current quarter

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

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