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Earnings Call

SEDEMAC Mechatronics Earnings Call: Key Takeaways

SEDEMAC reported strong FY26 results, crossing ₹1,000cr revenue with 61% YoY growth. Strategy focuses on expanding sensorless ISG technology and EV MCUs.

Why this was an Alfa AlertNot a filter event. Results are record-breaking but no prior numerical guidance range was provided to determine a beat.
Highlights
Revenue growthFY26 revenue ₹1,058 crore, up 61% YoY.
MarginsEBITDA >20%, EBIT ~15%. Mild pressure expected from RM costs.
Demand visibilityStrong; ISG penetration increasing in top-10 motorcycle models.
Management confidenceHigh; citing 40% RoCE and leading tech position.

Growth

FY26 revenue ₹1,058cr (+61% YoY). Q4 revenue growth exceeded 60%. RoCE at 40%, EBIT margin ~15%.

Outlook

New plants MF3 (ECUs) and MF4 (Motors) operationalizing in FY27. 3x capacity expansion planned. FY27 outlook positive.

Risks

Commodity inflation, semiconductor supply tightening, and El Nino impact on monsoon affecting 2-wheeler demand.

Source

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

Read the document ↗

SEDEMAC Mechatronics Ltd: key numbers

Share price
₹3,444.90
Market cap
₹15,216 Cr
Revenue (annual)
₹1,058 Cr
Net profit (annual)
₹103.6 Cr
P/E (TTM)
127.0×Sector 33.6×
Promoter holding
26.23%-0.01% QoQ
FII holding
4.27%Current quarter

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

More from SEDEMAC Mechatronics Ltd

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16:54 IST BSE
Production Started

SEDEMAC Mechatronics Production Started

Sedemac Mechatronics has commenced limited commercial production at its new manufacturing facility in Pune, with progressive operationalization planned for the remaining processes.

16:37 IST BSE
Capital Structure Change

SEDEMAC Mechatronics Capital Structure Change

Xponentia Group sold 28,34,801 shares of Sedemac Mechatronics via open market. The non-promoter stake sale is disclosed under SAST regulations.

18:10 IST BSE
Credit Rating

SEDEMAC Mechatronics Credit Rating

Sedemac Mechatronics Limited received a rating upgrade from ICRA, with the outlook revised to Positive. The bank loan facilities have been assigned these upgraded ratings.

14:04 IST NSE
ED Probe / Tax Survey

SEDEMAC Mechatronics ED Probe / Tax Survey

SEDEMAC Mechatronics Limited announced that GST authorities conducted a search at the company premises. The company reported no material impact on its financial or operational activities.

18:50 IST BSE
Annual General Meeting

SEDEMAC Mechatronics Annual General Meeting

Sedemac Mechatronics Ltd held its 19th Annual General Meeting on September 09, 2026. The meeting covered routine financial approvals and director re-appointment.

17:15 IST BSE
Legal & Regulatory

SEDEMAC Mechatronics Legal & Regulatory

SEDEMAC Mechatronics received a GST demand order of ₹40,036 for FY 2022-23 from the Tamil Nadu tax department, while other allegations were dropped.

Value
₹0.00 Cr