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Investor Presentation

Sigachi Industries Investor Presentation: Key Takeaways

Q2 FY27 revenue Rs1,305Mn (+18.1% YoY), EBITDA Rs192Mn at 14.72% margin (+794bps YoY), PAT Rs89Mn (-15.2% YoY). MCC-led growth; Dahej-2 expansion fast-tracked.

Highlights
Revenue growthQ2 revenue +18.09% YoY, +7.58% QoQ
MarginsEBITDA margin 14.72%, +794bps YoY, +112bps QoQ
Demand visibilityMCC demand; Dahej-2 expansion fast-tracked

Growth

Revenue +18.09% YoY and +7.58% QoQ to Rs1,305Mn. EBITDA +156% YoY to Rs192Mn. H1FY27 revenue Rs2,517Mn (+5.45% YoY).

Outlook

No numeric FY27 guidance given. Dahej-2 12,000 MTPA expansion lifts total MCC capacity to 30,000 MTPA.

Risks

Reported PAT down 15.24% YoY; API share fell to 13% from 17%. FY26 reported a loss (PAT Rs-828Mn) after exceptional items.

Last quarter's promises, checked

Delivered

  • QoQ revenue & margin uplift promised → Rev +7.58% QoQ, margin +112bps QoQ (= BEAT)

Partly delivered

  • FY27 EBITDA margin ~18% → H1 ~14.2% (= PARTIAL)
  • Dahej-2 commissioning Q2 FY28 (Q1 FY28 slipped) → not yet due (= PARTIAL)

Missed

  • FY27 rev Rs650-675Cr, 'on track' → H1 Rs251.7Cr (= MISS)
  • API Rs100-110Cr ramp (Q1 ~Rs21Cr) → API share 13% vs 17% (= MISS)
Source

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

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Sigachi Industries Ltd: key numbers

Share price
₹26.36
Market cap
₹1,007 Cr
Revenue (annual)
₹477.8 Cr
Net profit (annual)
₹-81.76 Cr
P/E (TTM)
39.7×Sector 45.9×
Promoter holding
36.69%+0.00% QoQ
FII holding
0.52%Current quarter

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

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