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Earnings Call Transcript

SEDEMAC Mechatronics Earnings Call Transcript: Key Takeaways

Q2 and H1 FY27 revenue grew over 40% YoY to record highs, while EBITDA margin diluted on raw-material inflation. Management withheld numeric guidance; H2 EBITDA is expected to hold versus H1 despite PCB cost risk.

Highlights
Revenue growthQ2 and H1 revenue growth above 40% YoY; highest-ever quarters.
MarginsEBITDA % dipped on RM inflation; H2 expected to hold vs H1.
Demand visibilityStrong ECU volume trend; NA generator demand recovering; CV and power tools unproven.
Management confidenceConfident on structural growth; evasive on specifics and timelines.

Growth

Q2 and H1 revenue both up 40%+ YoY, highest ever; TTM ECU volumes up 44%. Operating leverage partly offset raw-material cost inflation.

Outlook

H2 EBITDA expected to hold versus H1; H2 capex below H1; MF3 to take most production by FY27-end, timeline flexible.

Risks

PCB cost inflation ahead; working capital rose from ₹135 Cr to ₹258 Cr; borrowings up ~₹110 Cr; MF1 running at 90%+ utilisation.

Source

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

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SEDEMAC Mechatronics Ltd: key numbers

Share price
₹3,093.00
Market cap
₹13,677 Cr
Revenue (annual)
₹1,058 Cr
Net profit (annual)
₹103.6 Cr
P/E (TTM)
106.1×Sector 32.5×
Promoter holding
26.23%+0.00% QoQ
FII holding
10.30%Current quarter

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

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