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Earnings Call

Sarda Energy & Minerals Earnings Call: Key Takeaways

SEML reports strong FY26 performance with Revenue at ₹5,928cr and PAT at ₹1,109cr, driven by the successful integration of SKS Power and capacity expansions in energy and mining.

Highlights
Revenue growthFY26 consolidated revenue up 23% YoY to ₹5,928cr.
MarginsEBITDA margin stable at 29.3%; PAT margin improved to 18.7%.
Demand visibilityStrong; long-term PPAs for ~50% of SKS Power capacity.
Management confidenceHigh; aiming to double EBITDA by FY30 via capacity expansion.

Growth

FY26 Consolidated Revenue grew 23% YoY; EBITDA increased 44% to ₹2,025cr; PAT surged 58% YoY.

Outlook

Targeting to double EBITDA and energy capacity to 1,720 MW by FY30; coal mining to reach 7.10 MTPA.

Risks

Commodity price volatility and high exposure to steel/ferro alloy cycles; sensitivity to raw material costs.

Source

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

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Sarda Energy & Minerals Ltd: key numbers

Share price
₹493.15
Market cap
₹17,378 Cr
Revenue (annual)
₹5,690 Cr
Net profit (annual)
₹1,106 Cr
P/E (TTM)
15.4×Sector 19.0×
Promoter holding
73.16%+0.00% QoQ
FII holding
3.51%Current quarter

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

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