Sahyadri Industries Limited has informed the Exchange about Investor Presentation
SAHYADRI · price
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Awaiting price reaction for this filing.
Sahyadri Industries shared its Q1FY26 investor presentation showing total income of ₹216.1 crore, down 0.8% year-on-year but up 41.6% sequentially. EBITDA stood at ₹21.7 crore with margin of 10.1%, compared to 11.4% in Q1FY25, partly hit by weak demand and pricing pressures. Profit after tax was ₹10.8 crore, down 13.8% YoY. Capacity utilization improved to 93% from 89% a year ago. The company announced two new capex projects — a ₹95 crore asbestos sheet plant in Orissa (1,20,000 MTPA) and a ₹95 crore non-asbestos cement board unit in Maharashtra (72,000 MTPA), funded through internal accruals and debt. Management outlined a roadmap focused on increasing value-added products, expanding into North and East India, and becoming a pan-India player.
Short-term, the YoY decline in EBITDA and PAT margins signals continued pricing pressure in the roofing segment, which may weigh on the stock. However, the strong sequential recovery, improving capacity utilization, and ₹190 crore capex push toward value-added products could support longer-term margin expansion and revenue growth.