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Earnings Call Transcript

SunRakshakk Industries India Earnings Call Transcript: Key Takeaways

Sunrakshakk Industries reported record performance for Q1 FY27, driven by a strategic pivot to FMCG. Revenue grew 120.64% YoY, with FMCG segments now contributing 90.60% of total income.

Guidance and delivery
Management target Revenue 20.0% FY28
Highlights
Revenue growth120.64% YoY; 39.85% sequential growth.
MarginsFMCG EBITDA margin improved to 8.55%; consolidated margin 8.18%.
Order bookB2B model with long-term commitments and monthly firm orders.
Demand visibilityStrong broad-based demand across FMCG and edible businesses.
Management confidenceHigh; citing strongest quarter in company history.

Growth

Revenue reached INR 276.33 Cr (+120.64% YoY). EBITDA rose to INR 22.59 Cr (+94.41% YoY); PAT surged to INR 15.04 Cr (+130.67% YoY).

Outlook

Targeting INR 900-1,000 Cr revenue for FY27. Long-term goal of INR 1,000 Cr by FY28 with 7% PAT margin.

Risks

Geopolitical tensions causing volatile crude-linked input costs, impacting packaging (PP) and the textile business segment profitability.

Last quarter's promises, checked

Delivered

  • Guided organic growth 10-15% -> delivered 120.64% YoY (= BEAT)
  • Guided annualized revenue ~INR 800 Cr -> delivered Q1 run-rate INR 1,105 Cr (= BEAT)
  • Guided FMCG as primary driver -> delivered 90.60% of total income (= BEAT)

Partly delivered

  • Guided 7% PAT margin target -> delivered 5.44% in Q1 (= PARTIAL)
Source

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

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SunRakshakk Industries India Ltd: key numbers

Share price
₹365.85
Market cap
₹1,134 Cr
Revenue (annual)
₹607.8 Cr
Net profit (annual)
₹34.98 Cr
P/E (TTM)
26.1×Sector 55.7×
Promoter holding
69.66%+0.00% QoQ
FII holding
0.00%Current quarter

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

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SunRakshakk Industries India Q1 FY27 Results: Net Profit ₹15 Cr, Up 130.8% YoY

SunRakshakk Industries India Ltd reported revenue from operations of ₹276.3 Cr (+120.7% YoY) and net profit of ₹15 Cr (+130.8% YoY) for Q1 FY27.

Key figure
Net profit ₹15 Cr · +130.8% YoY