| Management target | Revenue 25.0% FY27 |
|---|
| Revenue growth | FY26 revenue up 64% YoY, crossing the 400 Cr milestone. |
|---|---|
| Margins | Consolidated margins improving toward 18% as India reaches break-even. |
| Order book | UAE order book at 60 million; India ramping up post-acquisition. |
| Demand visibility | Strong demand from real estate, data centers, and infrastructure sectors. |
| Management confidence | Bullish despite UAE disruptions; focus on high-margin value-added products. |
Growth
FY26 revenue grew 64% YoY; EBITDA margins improved to 16.5% due to better product mix and operating leverage.
Outlook
Targeting 25-40% revenue growth for FY27 with EBITDA margins expanding to 18% through high-value fire-rated glass.
Risks
UAE geopolitical turmoil impacts supply chains; 70% revenue concentration in UAE; India unit margins currently negative.
Last quarter's promises, checked
Delivered
- Guided cross 400 Cr revenue milestone → delivered 401.36 Cr (= BEAT)
- Guided EBITDA margin improvement → delivered 16.5% vs 14.4% YoY (= BEAT)
- Guided PAT growth over 160% → delivered 29.03 Cr vs 11.16 Cr (= BEAT)
Partly delivered
- Guided Glasstech integration → delivered EBITDA breakeven but still reporting negative margins for the year (= PARTIAL)
Missed
- Guided India business growth → delivered degrowth in standalone numbers excluding acquisitions (= MISS)
Earnings Call Transcript filed with NSE, NSE: SEJALLTD. Summary written with AI assistance from the document.
Sejal Glass Ltd: key numbers
- Share price
- ₹682.70
- Market cap
- ₹778.3 Cr
- Revenue (annual)
- ₹396.5 Cr
- Net profit (annual)
- ₹28.74 Cr
- P/E (TTM)
- 24.7×Sector 33.0×
- Promoter holding
- 69.96%+0.00% QoQ
- FII holding
- 0.19%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sejal Glass Ltd
All →Sejal Glass Capital Structure Change
Dilesh Roadlines Pvt Ltd sold 1,00,000 equity shares (0.8772% stake) of Sejal Glass Ltd via an open market bulk deal.
Sejal Glass Promoter Selling: ₹6.19 Cr
Dilesh Roadlines, a promoter group entity, sold 100,000 shares of Sejal Glass Ltd for ₹6.19 Crore via an open market transaction.
- Value
- ₹6.19 Cr
Sejal Glass Investor Presentation: Key Takeaways
Sejal Glass reported Q1 FY27 consolidated revenue of ₹117.95 Cr (up 52.88% YoY) and PAT of ₹7.22 Cr. Management is focusing on capacity utilization and value-added glass segments.
- Call
- Guides 25% growth
Sejal Glass Q1 FY27 Results: Net Profit ₹7.2 Cr, Up 63.6% YoY
Sejal Glass Ltd reported revenue from operations of ₹117.9 Cr (+52.9% YoY) and net profit of ₹7.2 Cr (+63.6% YoY) for Q1 FY27.
- Key figure
- Net profit ₹7.2 Cr · +63.6% YoY
Sejal Glass Earnings Call: Key Takeaways
Sejal Glass reported robust Q4 FY26 results with 72% revenue growth and 200%+ PAT growth, driven by UAE operations and value-added products.
Sejal Glass Earnings Call: Key Takeaways
Sejal Glass delivered a high-growth FY26, reporting a 64% revenue surge and 200%+ PAT growth, largely fueled by recent acquisitions and strong UAE operations.