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Earnings Call

Syrma SGS Technology Earnings Call: Key Takeaways

Syrma SGS reported strong FY26 performance with Revenue at ₹48,569 Mn (up 27% YoY) and PAT at ₹3,458 Mn (up 87% YoY). The company is pivoting towards high-margin non-consumer verticals and backward integration into PCB manufacturing.

Why this was an Alfa AlertNot a filter event. While growth is strong, management did not explicitly state a 10%+ beat over prior guidance.
Highlights
Revenue growth27% YoY in FY26; 40% 5-year CAGR.
MarginsSignificant improvement: PAT margin at 7.1% vs 4.8% YoY.
Demand visibilityStrong tailwinds from India-EU FTA and China+1 strategy.
Management confidenceHigh, citing 'Syrma edge' in certifications and export-led growth.

Growth

Revenue grew 27% YoY to ₹48.6Bn; EBITDA surged 56% YoY to ₹5.8Bn with margins expanding to 12.0%.

Outlook

Targets 22-50% CAGR across verticals; ₹1,600 Cr phased capex for new PCB facility in Naidupeta by Mar 2027.

Risks

Competition in ESDM, wage inflation in India, and potential disruptions in the global electronics supply chain.

Last quarter's promises, checked

Delivered

  • EBITDA margin 9% → delivered 12.6% (= BEAT)
  • EBITDA ₹400 Cr → delivered ₹500 Cr+ (= BEAT)
  • Revenue growth 30% → delivered 43% (= BEAT)

Partly delivered

  • Net Working Capital reduction 5-6 days → delivered 5 days (= PARTIAL)

Missed

  • Smart meter revenue ₹300 Cr → delivered ₹200 Cr (= MISS)
Source

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

Read the document ↗

Syrma SGS Technology Ltd: key numbers

Share price
₹1,732.60
Market cap
₹33,346 Cr
Revenue (annual)
₹4,819 Cr
Net profit (annual)
₹317.8 Cr
P/E (TTM)
90.6×Sector 45.9×
Promoter holding
42.28%+0.00% QoQ
FII holding
7.51%Current quarter

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

More from Syrma SGS Technology Ltd

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Capacity Expansion

Syrma SGS Technology Capacity Expansion

Syrma Johari MedTech inaugurated a new Medical Plastics and Precision Molding Facility in Jodhpur. The 120,000+ sq. ft. plant expands the group's MedTech manufacturing capabilities.

plant floor area
120000 sq. ft.
18:38 IST NSE
Management Change

Syrma SGS Technology Management Change

Syrma SGS Technology Limited clarifies the appointment of Mr. Jayesh Nagindas Doshi as Whole-time Director, effective August 25, 2026.

20:12 IST BSE
Other Announcement

Syrma SGS Technology Other Announcement

Syrma SGS Technology reported the name change of its joint venture to 'Syrma SGS Elemaster Private Limited', effective September 09, 2026.

14:09 IST BSE
Production Started

Syrma SGS Technology Production Started

Syrma SGS Technology's joint venture with Elemaster inaugurated a 20,000 sq. ft. electronics manufacturing facility in Bengaluru. The unit focuses on high-reliability electronics for railways, industrial, and medical sectors.

manufacturing facility area
20000.0 sq. ft.