Please find enclosed the Investor Presentation for the Quarter and Half Year ended September 30, 2025.
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Calcom Vision, an ODM and EMS player in consumer durables and lighting, reported strong H1 FY26 results with revenue rising 81.8% year-on-year to Rs. 95.1 crores and EBITDA jumping 167.4% to Rs. 7.7 crores, taking EBITDA margin from 5.5% to 8.1%. Q2 FY26 revenue grew 46.9% to Rs. 50.1 crores with EBITDA margin steady at 7.8%. The company turned profitable at the PAT level in H1 FY26 (Rs. 2.6 crores vs loss of Rs. 0.2 crores last year). Management has set a target to surpass Rs. 250 crores in revenue for FY26 (around 60% growth over FY25's Rs. 157 crores), supported by new product lines like BLDC fans, solar lighting, smart lighting and EMS expansion. PLI scheme incentive limit was upgraded from Rs. 10 crores to Rs. 25 crores, of which Rs. 2.16 crores has already been received and about Rs. 13.8 crores is expected.
Strong operational turnaround with revenue doubling ambition and margin expansion signals improving fundamentals, though the stock remains a small-cap and execution on the aggressive Rs. 250+ crore FY26 target is key. Borrowings remain elevated (Rs. 61.6 crores total) and inventory has jumped, which investors should track.