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Investor Presentation

Suprajit Engineering Investor Presentation: Key Takeaways

Suprajit reported record quarterly revenue of ₹10,696M for Q1 FY27, up 24% YoY. Strategy focuses on 'Beyond Cable' products like actuation systems and electronics while restructuring global divisions for margin expansion.

Guidance and delivery
Management target Revenue 10.0% 5-year average
Highlights
Revenue growth24% YoY consolidated revenue growth in Q1 FY27.
MarginsEBITDA margin improved from 9.5% to 12% YoY.
Order bookSignificant new business wins across China, Mexico, and India.
Demand visibilityStrong momentum in SED and GCM with new project ramp-ups.
Management confidenceHigh; confirming multi-year targets despite cost push inflation.

Growth

Consolidated revenue grew 24% to ₹10,696M; EBITDA surged 57.5% to ₹1,287M. GCM division led growth at 27.6%.

Outlook

Targeting 5-10% growth above global industry average. New STC building completion in Q3 FY27. Capacity expansion in SED.

Risks

Geopolitical conflicts in Middle East impacting oil/commodity prices and shipping. Wage inflation and labor shortages in India.

Last quarter's promises, checked

Delivered

  • SCS turnaround to positive EBITDA → Delivered +2% in Q4 (= BEAT)
  • Cross ₹1,000 Cr quarterly revenue run rate → Delivered Q4 FY26 (= BEAT)
  • Consolidated PBT > Standalone PBT post-acquisitions → Delivered Q4 FY26 (= BEAT)

Partly delivered

  • STC building completion → Delayed to Q3 FY27 (= PARTIAL)
  • Consolidated EBITDA margin 12-13.5% → Q1 FY27 reached 12% (= PARTIAL)

Missed

  • PLD revenue growth → Declined 3% due to Middle East conflict (= MISS)
Source

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

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Suprajit Engineering Ltd: key numbers

Share price
₹488.00
Market cap
₹6,694 Cr
Revenue (annual)
₹3,825 Cr
Net profit (annual)
₹182.7 Cr
P/E (TTM)
35.8×Sector 33.6×
Promoter holding
45.27%+0.00% QoQ
FII holding
6.54%Current quarter

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

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