Announcement of Investor Presentation on the Audited Results of Q4FY26under Reg.30 of SEBI (LODR)
SALZERELEC · price
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Salzer Electronics reported FY26 consolidated revenue of ₹1,758 Cr, up 24% YoY, driven by strong demand in industrial switchgear and scaling wire & cable volumes. Q4 FY26 revenue was ₹474 Cr with 26% growth. However, EBITDA margins compressed to 8.36% in FY26 (down 108 bps) due to raw material volatility, with Q4 margins at 6.6%. Management targets ~10% EBITDA margin by FY27 through recent price hikes (Feb-Mar 2026), improved product mix favoring engineered SKUs, and operating leverage. Export contribution stands at ~21%, with plans to restore to 25%+ via US tariff reductions (from 50% to 18%) and a new Saudi manufacturing plant targeting June 2026. New verticals including smart meters (4M units capacity), EV charging (30% stake in UltraFast Chargers), and a ₹220 Cr BBMP energy management project provide growth visibility. The Board recommended dividend of ₹2.50 per share. New CFO Mr. Raman Krishnamoorthy appointed effective April 1, 2026.
Revenue growth momentum is strong but margin compression persists due to commodity price volatility, which may keep profitability metrics under pressure in the near term. The FY27 margin recovery roadmap to 10% is positive for long-term shareholder value if executed successfully.