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Earnings Call Transcript

Suprajit Engineering Earnings Call Transcript: Key Takeaways

Suprajit reported record Q1 revenue, driven by strong growth in Global Cables and Mechatronics (GCM). Restructuring benefits are yielding results, offsetting margin pressure in India and Phoenix Lighting divisions.

Guidance and delivery
Management target Revenue 10.0% FY27
Highlights
Revenue growth24% YoY
MarginsGCM margins doubled to 12.6%; India margins temporarily pressured.
Order bookSignificant new wins with U.S., Chinese, and Japanese OEMs.
Demand visibilityStrong order inflows from global and domestic OEMs.
Management confidenceHigh regarding restructuring benefits and guidance meeting.

Growth

Consolidated revenue grew 24% YoY to INR 1,070 crores; consolidated EBITDA rose 57% to INR 129 crores.

Outlook

Management reiterated FY27 guidance of double-digit growth with EBITDA margins between 12% to 13.5%.

Risks

High raw material prices, significant wage inflation in Northern India, and labor migration impacts during elections.

Last quarter's promises, checked

Delivered

  • SCS turnaround to EBITDA positive → delivered +2% in Q4 (= BEAT)
  • Cross INR 1,000 Cr quarterly revenue → delivered INR 1,070 Cr (= BEAT)
  • GCM margin improvement to 10-12% → delivered 12.6% (= BEAT)

Partly delivered

  • STC building completion Q3 FY27 → Ongoing (= PARTIAL)
Source

Earnings Call Transcript filed with BSE, 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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