BSECalcom Vision LtdMediumNeutral
Announced Wed, 28 May · 15:58 IST

Please find enclosed.

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Calcom Vision filed an investor presentation along with its FY25 audited results. Annual sales have plateaued at around ₹157-160 Cr over the last three years (FY23-FY25), but EBITDA has nearly tripled from ₹5.4 Cr in FY22 to ₹13.67 Cr in FY25, lifting EBITDA margin from 5.4% to 8.68%. PAT jumped sharply to ₹5.64 Cr in FY25 versus ₹1.45 Cr in FY24. The company highlighted a PLI upgrade from DPIIT under the Large Investment Category for White Goods, with incremental benefits of ₹7.2 Cr across FY22-FY27. New leadership (CEO Mr. Debasish Mukherjee), a new subsidiary (Calcom Astra Pvt Ltd), and a USA export push were also flagged. Capacity additions include 11 SMT lines, a 10-line extrusion plant, robotic aluminium die casting (becoming operational June 2025), in-house powder coating, and a 50,000 sq ft floor expansion.

Likely market impact

Strong margin expansion and PAT growth signal meaningful operating leverage, but stagnant top-line revenue may cap near-term valuation upside. PLI benefits and new manufacturing capacity lay the groundwork for future growth, particularly in exports.