Thursday, 29 October 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Sejal Glass Earnings Call Transcript: Key Takeaways

Sejal Glass reports strong growth driven by integration of Taloja and Erode facilities and UAE expansion.

Guidance and delivery
Management target Revenue 40.0% FY27
Highlights
Revenue growth33.14% YoY consolidated revenue growth in Q2 FY27.
MarginsEBITDA margin expanded 132 bps to 18.35% due to efficiency.
Order bookUAE: 78M AED; India: ₹85 Cr architectural glass projects.
Demand visibilityStrong visibility in UAE; 6-9 months execution timeline for orders.
Management confidenceBalanced; optimistic on demand but acknowledging geopolitical cost pressures.

Growth

Revenue grew 33% YoY; H1 FY27 revenue up 41.8%. Growth is organic and acquisition-led.

Outlook

Management guides 25-40% revenue growth for FY27 with 18% EBITDA margins.

Risks

Low railway tender conversion rate (5%) and geopolitical tensions in Middle East impacting logistics costs.

Last quarter's promises, checked

Delivered

  • Min 25% revenue growth → achieved 33.14% (= BEAT)
  • EBITDA margin +1% over quarters → achieved 1.32% expansion (= BEAT)
  • UAE order book AED 70M → delivered AED 78M (= BEAT)

Partly delivered

  • India order book INR 50Cr+ → delivered INR 85Cr (= BEAT)
  • 9% PAT margin target → achieved 6.11% in H1 (= PARTIAL)

Missed

  • Fire product start in Q3 → production starting end of Q3 (= PARTIAL/MISS)
Source

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

Read the document ↗

Sejal Glass Ltd: key numbers

Share price
₹877.25
Market cap
₹1,000 Cr
Revenue (annual)
₹396.5 Cr
Net profit (annual)
₹28.74 Cr
P/E (TTM)
26.5×Sector 31.3×
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 →
17:20 IST BSE
Financial Results

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