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Investor Presentation

Standard Engineering Technology Investor Presentation: Key Takeaways

SETL reports strong Q1FY27 growth with total income of ₹252.2 Cr (up 41.5% YoY). Strategy shifts toward AI Datacenter infrastructure via GScale Energy acquisition.

Guidance and delivery
Management target Revenue 50.0% FY27
Highlights
Revenue growth41.5% YoY Total Income growth in Q1FY27.
MarginsEBITDA margin 17.5% in Q1FY27 vs 19.5% in Q1FY26.
Demand visibilityStrong; 99% customer retention and healthy demand for turnkey solutions.
Management confidenceHigh; projecting 40-50% growth in core SETL for FY27.

Growth

Q1FY27 Revenue up 43.1% YoY to ₹247.7 Cr; PAT rose 26.6% YoY to ₹26.7 Cr.

Outlook

Targeting 40-50% growth in core business for FY27. ₹487 Cr self-funded phased program for AI Datacenter factory.

Risks

Higher employee benefits and operating expenses offset some operating leverage; geopolitical exclusions mentioned in resale agreements.

Last quarter's promises, checked

Delivered

  • Guided FY27 Q1 Revenue ₹250-300 Cr → delivered ₹252.2 Cr (= BEAT)
  • Guided FY26 Export Revenue doubling → delivered 100% growth (= BEAT)
  • Guided FY26 positive cash flow → delivered ₹45 Cr (= BEAT)

Partly delivered

  • Guided FY27 EBITDA margin improvement → Q1FY27 17.5% vs 19.5% Q1FY26 (= PARTIAL)

Missed

  • Guided Q4 FY26 EBITDA margin improvement → delivered 15.5% vs 17.4% FY26 avg (= MISS)
Source

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

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Standard Engineering Technology Ltd: key numbers

Share price
₹402.55
Market cap
₹8,031 Cr
Revenue (annual)
₹774.1 Cr
Net profit (annual)
₹80.04 Cr
P/E (TTM)
93.9×Sector 53.6×
Promoter holding
60.47%+0.00% QoQ
FII holding
2.78%Current quarter

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

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Earnings Call

Standard Engineering Technology Investor Presentation: Key Takeaways

SETL reported record Q1 FY27 results with 41% YoY income growth. Strategy involves 'two engines': core engineering and a new AI data center infrastructure business via GScale acquisition.

Call
Guides 50% growth