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Earnings Call

SG Mart Earnings Call: Key Takeaways

SG Mart reported record Q4 revenue >INR 1,800cr and EBITDA of INR 56cr. The firm is transitioning from low-margin B2B trading to high-value service centers and renewable structures.

Why this was an Alfa AlertNot a filter event. Results and guidance are consistent with prior communications without a 5% material beat on guided primary metrics.
Highlights
Revenue growthQ4 revenue >INR 1,800cr; FY26 revenue flattish vs FY25.
MarginsTargeting higher margins through value-added products vs 1-2% in trading.
Demand visibilityStrong demand for renewable structures and puff panels over next 5 years.
Management confidenceHigh confidence in value-added verticals despite steel supply headwinds.

Growth

FY26 EBITDA grew 35% to INR 137cr; annualized Q4 ROCE reached 25%.

Outlook

Guidance of INR 300-350cr annualized EBITDA for FY27; INR 600cr capex over next two years.

Risks

Steel supply shortages and Middle East geopolitical crisis impacting Dubai operations and B2B volumes.

Source

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

Read the document ↗

SG Mart Ltd: key numbers

Share price
₹731.00
Market cap
₹9,216 Cr
Revenue (annual)
₹6,315 Cr
Net profit (annual)
₹111.1 Cr
P/E (TTM)
74.1×Sector 25.1×
Promoter holding
57.90%+21.63% QoQ
FII holding
1.90%Current quarter

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

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