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Investor Presentation

Syrma SGS Technology Investor Presentation: Key Takeaways

Syrma SGS reported a robust Q1 FY27 with revenue of Rs. 1,604 crores, up 67% YoY. Strategy focuses on high-margin exports and ODM business expansion.

Guidance and delivery
Revenue guidance 35.0% → 35.0% Kept
Management target Revenue 35.0% FY27
Highlights
Revenue growth67% YoY growth in Q1 FY27.
MarginsEBITDA margin 10.1% due to consumer mix; full-year target 10.5%-11%.
Order bookRs. 6,770 crores as of June end.
Demand visibilityRobust across all verticals; exports and ODM are key pillars.
Management confidenceHigh; management expects to exceed prior 35% growth guidance.

Growth

Revenue grew 67% YoY to Rs. 1,604 Cr; PAT surged 112% YoY to Rs. 106 Cr.

Outlook

Guided 35% revenue growth for FY27; Rs. 6,770 Cr order book; multi-year 30-35% growth trajectory targeted.

Risks

Supply chain constraints in semiconductors and specialty chemicals; geopolitical tensions in West Asia impacting logistics.

Last quarter's promises, checked

Delivered

  • Guided INR400-490Cr EBITDA → delivered INR545Cr (= BEAT)
  • Guided 30-35% Revenue Growth → delivered 38% ex-Elcome (= BEAT)
  • Guided INR1,100Cr Exports → delivered INR1,200Cr+ (= BEAT)

Partly delivered

  • Guided 69 to 63 working capital days → delivered 63 (58 ex-Elcome) (= PARTIAL)
Source

Investor Presentation 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.

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manufacturing facility area
20000.0 sq. ft.