Investor Presentation for Q4&FY26 Earning Call scheduled on June 1, 2026 at 4:00 PM
FIEMIND · price
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Fiem Industries, a leading manufacturer of automotive lighting and rear view mirrors, released its investor presentation for Q4&FY26 earnings call. The company reported strong FY26 standalone net sales of ₹27,906 million (5-year CAGR 18.24%) and EBITDA of ₹3,933 million (5-year CAGR 24.07%), with EBITDA margin expanding to 14.09%. PAT stood at ₹2,539 million with PAT margin of 9.10%, while EPS was ₹96.46. Key leadership changes effective June 1, 2026 include Mr. J.K. Jain re-designated as Executive Chairman and Mr. Rahul Jain elevated as Managing Director. Revenue is heavily weighted toward 2Wheeler (46.87%) and 4Wheeler (53.13%), with top clients including TVS (32.71%), Honda (24.78%), and Yamaha (14.15%). The company highlighted EV segment as a growing opportunity with first-mover advantage. No long-term debt on books; capex for FY26 was ₹1,083 million.
The presentation shows consistent margin improvement with EBITDA margins expanding from ~11% in FY21 to 14.09% in FY26, indicating operational efficiency gains. The leadership transition to next generation may signal continuity and stability. Strong cash generation with zero debt positions the company well for future growth, though the high customer concentration (TVS + Honda account for ~57% of revenue) remains a key dependency.