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Earnings Call

Systematic Industries Earnings Call: Key Takeaways

Systematic Industries (SIL) reported strong FY26 performance with 23.9% revenue growth and 16.4% PAT growth. The firm achieved net-debt-free status while pivoting toward high-margin OPGW and OFC segments.

Highlights
Revenue growth23.7% YoY in FY26.
MarginsEBITDA margin 7.3%; target expansion to 10% in 2 years.
Order book₹250 Mn pipeline for new segments; recent Railway/PGCIL wins.
Demand visibilityStrong, driven by India's power transmission boom and National Broadband Mission.
Management confidenceHigh, citing net-debt-free status and strategic pivot to higher-margin products.

Growth

FY26 Revenue reached ₹5,563 Mn (up 23.7%); PAT grew to ₹210 Mn (up 16.4%). EBITDA stood at ₹405 Mn.

Outlook

Targeting 10% margins within 2 years; robust ₹250 Mn order pipeline for new product segments. Tracking ₹10,000 Mn FY27 OPGW tender opportunities.

Risks

Expansion into EPC tendering and high-value infrastructure projects may increase execution complexity and working capital requirements.

Source

Earnings Call filed with BSE, BSE: 544541. Summary written with AI assistance from the document.

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Systematic Industries Ltd: key numbers

Share price
₹281.00
Market cap
₹627.5 Cr
Revenue (annual)
₹552.5 Cr
Net profit (annual)
₹21.02 Cr
P/E (TTM)
29.9×Sector 45.9×
Promoter holding
73.43%
FII holding
1.02%Current quarter

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

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18:37 IST BSE
Annual General Meeting

Systematic Industries Annual General Meeting

Systematic Industries Limited has scheduled an Extra-ordinary General Meeting (EGM) on October 1, 2026, to approve a preferential issue of shares totaling ₹33.94 Crore.

Value
₹33.94 Cr
17:58 IST BSE
Annual General Meeting

Systematic Industries Annual General Meeting

Systematic Industries Limited held its 26th Annual General Meeting on September 22, 2026, transacting business including adoption of financial statements and appointment of an Independent Director.

11:44 IST BSE
New Order Win

Systematic Industries Bags ₹82.42 Cr Order from Power Grid Corporation of India Limited

Systematic Industries won a ₹82.42 Crore OPGW supply & installation contract from POWERGRID for pan-India transmission lines. The OPGW-06 package strengthens its power-grid and digital-connectivity business.

Value
₹82.42 Cr
From
Power Grid Corporation of India Limited (POWERGRID)
18:27 IST BSE
Capital Structure Change

Systematic Industries Capital Structure Change

Systematic Industries Ltd approved a preferential issue of 14,88,600 equity shares at ₹228 per share, raising approximately ₹33.94 Crore. The company scheduled an EGM for approval.

Value
₹33.94 Cr
18:26 IST BSE
Acquisition

Systematic Industries Acquisition Worth ₹21.5 Cr

Systematic Industries Ltd will acquire 100% of Wire Brigade Industries Private Limited for ₹21.50 Crore. The target will become a wholly-owned subsidiary, consolidating operations.

Value
₹21.50 Cr
Execution
6 MONTHS