S&SPOWERNSES&S Power Switchgears Limited· -MediumNeutral
Announced Fri, 2 Jan · 16:05 IST

S&S Power Switchgears Limited has informed the Exchange about General Updates - Investor presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapPromoter Disclosed Acquisition PlansInvestor Communications View source PDF

S&SPOWER · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

S&S Power Switchgears shared its Q2 FY26 (Dec 2025) investor presentation covering performance across its three businesses: SSPSE Chennai (high-voltage disconnectors), Acrastyle UK (protection relays), and HART Kolkata (aluminium automation). Q2 new orders grew to ₹102.5 Cr from ₹82 Cr YoY, and revenue rose to ₹61.1 Cr from ₹55.4 Cr. However, Q2 EBIDA turned negative at ₹(1.97) Cr versus ₹6.01 Cr last year, attributed to product mix and one-time effects, with management expecting a Q3 rebound. HART secured its first major international order worth ~USD 3.5 million from Egypt Aluminium, and Acrastyle signed an agreement with Hitachi UK for protection relay business. The company outlined a 3-year strategic plan targeting 2x revenue growth from FY25, EBIDA margins of 12–15%, 20%+ revenue CAGR, debt-free status by FY28, 1–2 tech acquisitions, and R&D spend of 1.0–1.25% of revenue.

Likely market impact

Mixed near-term but positive longer-term signal for shareholders. The negative Q2 EBIDA and EPS dip may pressure the stock short-term, but record order books (~₹90 Cr at SSPSE, ~₹180 Cr at HART), strong YoY order growth of 25%, and a clear 3-year roadmap targeting debt-free status and margin expansion suggest improving fundamentals over the medium term.