ALFA Finder| 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
- ₹952.75
- Market cap
- ₹1,086 Cr
- Revenue (annual)
- ₹396.5 Cr
- Net profit (annual)
- ₹28.74 Cr
- P/E (TTM)
- 28.8×Sector 33.5×
- Promoter holding
- 69.08%-0.88% QoQ
- FII holding
- 0.20%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 Acquisition Worth ₹40.8 Cr
Sejal Glass proposes a Rs. 40.80 Crore slump-sale acquisition of Magnumtuff India's glass business. The deal adds a Karnataka plant, taking its India footprint to four facilities.
- Value
- ₹40.80 Cr
- Execution
- Expected completion on or before 30 November 2026
Sejal Glass Other Announcement
Sejal Glass submitted its quarterly shareholding pattern for the period ended September 30, 2026. A note discloses Dilesh Roadlines Private Limited sold its entire stake.
Sejal Glass Earnings Call Transcript: Key Takeaways
Sejal Glass reports strong growth driven by integration of Taloja and Erode facilities and UAE expansion.
- Call
- Guides 40% growth
Sejal Glass Investor Presentation: Key Takeaways
Sejal Glass delivered a strong Q2 FY27 with consolidated revenue of ₹138.09 Cr, up 32.8% YoY. Strategy focuses on expanding high-margin specialized glass (fire-rated, bullet-resistant) and UAE operations.
- Call
- Guides 25% growth
Sejal Glass Q2 FY27 Results: Net Profit ₹14.4 Cr, Up 77.8% YoY
Sejal Glass Ltd reported revenue from operations of ₹138.1 Cr (+32.8% YoY) and net profit of ₹14.4 Cr (+77.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹14.4 Cr · +77.8% YoY
Sejal Glass Other Announcement
Sejal Glass announced a scheduled TV interview of its Founder and Promoter, Mr. Amrut S. Gada, on NDTV Profit on October 14, 2026.