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Investor Presentation

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.

Why this was an Alfa AlertRevenue guidance raised from 25.0% to 40.0% (+15pp).
Guidance and delivery
Revenue guidance 25.0% → 40.0% Raised by 15.0 percentage points
Management target Revenue 25.0% FY27
Highlights
Revenue growthMin 25%, target 40% for FY27.
MarginsTargeting 9-10% PAT margin; EBITDA to improve ~1%.
Order bookIndia >₹50 Cr; UAE AED72M (~₹175 Cr).
Demand visibilityStrong; orders from Godrej, L&T, Prestige, and Raheja.
Management confidenceHigh, cited strong order pipeline and execution visibility.

Growth

Revenue grew 52.88% YoY; India business up 67.03% to ₹36.43 Cr, UAE up 47.31% to ₹81.52 Cr.

Outlook

Minimum 25% revenue growth guided for FY27, with potential 40% upside. AED15M capex for third UAE tempering line.

Risks

Geopolitical instability in UAE, logistics cost spikes due to war, and rising diesel/energy surcharges.

Last quarter's promises, checked

Delivered

  • Min 25% revenue growth → delivered 52.88% (= BEAT)
  • AED 31M UAE Q1 revenue → delivered ₹81.52 Cr (~AED 36M) (= BEAT)
  • 20% India Q1 growth → delivered 67.03% (= BEAT)
Source

Investor Presentation filed with BSE, NSE: SEJALLTD. Summary written with AI assistance from the document.

Read 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.

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14:33 IST BSE
Capital Structure Change

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.

18:27 IST BSE
Promoter Selling

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