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Earnings Call

SEDEMAC Mechatronics Earnings Call: Key Takeaways

Sedemac delivered record FY26 revenue of ₹1,058 crore, crossing the ₹1,000Cr mark with 61% YoY growth, driven by ECU penetration in 2W/3W and industrial segments.

Highlights
Revenue growth61% YoY growth reaching ₹1,058 crore in FY26.
MarginsEBITDA >20%; mild pressure expected from raw material costs.
Order bookN/A - Company operates on short-term firm orders, not project-based.
Demand visibilityPositive, driven by regulatory changes (OBD 2B) and new model launches.
Management confidenceHigh, citing strong technology lead and new plant expansions.

Growth

FY26 revenue up 61% YoY to ₹1,058Cr; 3-year CAGR at 36%; EBITDA margin >20%; RoCE at 40%.

Outlook

Launching MF3 (ECU) and MF4 (Motor) plants in FY27; entering power tools and commercial vehicle markets.

Risks

Commodity inflation, semiconductor supply tightening, and potential El Nino impact on monsoon and US hurricane seasons.

Source

Earnings Call filed with BSE, 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.

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Value
₹0.00 Cr