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Earnings Call Transcript

Sanghvi Movers Earnings Call Transcript: Key Takeaways

Sanghvi Movers delivered strong Q1 FY27 growth, driven by massive demand in renewables and industrial sectors, alongside successful expansion into the Middle East with positive EBITDA performance in Saudi Arabia.

Guidance and delivery
Management target Revenue 40.0% FY28
Highlights
Revenue growth39% YoY growth driven by crane rentals and renewable energy projects.
MarginsStructural margins intact at 49% excluding one-offs and forex entries.
Order book₹1,250 crore order book, providing full revenue visibility for current year.
Demand visibilityStrong; record wind capacity additions and aggressive industrial capex across India.
Management confidenceHigh; emphasizing structural dominance and successful international expansion into GCC markets.

Growth

Revenue surged 39% YoY to ₹380 crore; however, sequential EBITDA margins contracted to 35% from 40% due to one-time employee incentives and receivables provisions.

Outlook

Management maintains FY27 revenue guidance of ₹1,400–1,500 crore and EBITDA of ₹525–575 crore, projecting 30-40% growth in FY28.

Risks

High receivables at 116 days (DSO) and Middle East geopolitical instability pose collection and supply chain risks despite strong demand.

Last quarter's promises, checked

Delivered

  • Guided 30% crane rental growth → delivered 39% revenue growth (= BEAT)
  • Guided KSA EBITDA positive in H1 FY27 → delivered positive EBITDA (= BEAT)
  • Guided ₹1,053cr order book execution in FY27 → on track with ₹380cr Q1 revenue (= BEAT)

Partly delivered

  • Guided ₹639cr FY26 capex → delivered ₹474cr with remainder carried forward (= PARTIAL)

Missed

  • Guided 40.1% EBITDA margin maintenance → delivered 35% (= MISS)
Source

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

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Sanghvi Movers Ltd: key numbers

Share price
₹456.00
Market cap
₹3,948 Cr
Revenue (annual)
₹1,070 Cr
Net profit (annual)
₹184.3 Cr
P/E (TTM)
19.8×Sector 29.0×
Promoter holding
47.25%+0.00% QoQ
FII holding
1.81%Current quarter

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

More from Sanghvi Movers Ltd

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19:29 IST BSE
Other Announcement

Sanghvi Movers Other Announcement

A Key Managerial Personnel of Sanghvi Movers Limited acquired 500 equity shares via market purchase. The transaction, valued at ₹21,400, was executed on the NSE.

19:53 IST BSE
Promoter Selling (Off-Market)

Sanghvi Movers Promoter Selling (Off-Market)

Promoter Rishi Sanghvi disposed of 1,05,53,614 shares (12.19% stake) in Sanghvi Movers via an off-market gift transfer on September 10, 2026.

Promoter stake change
-12.19%
17:16 IST BSE
Promoter Buying (Off-Market)

Sanghvi Movers Promoter Buying (Off-Market)

Promoter group member Maithili Rishi Sanghvi acquired 1,05,53,614 equity shares of Sanghvi Movers Limited from Rishi Sanghvi via an off-market inter-se transfer.

Promoter stake change
+12.19%
19:11 IST BSE
Management Change

Sanghvi Movers Management Change

Mr. Amitabha Mukhopadhyay has resigned as an Independent Director of Sanghvi Movers Limited, effective from the close of business hours on September 07, 2026.