Salzer Electronics Limited has informed the Exchange about Investor Presentation
SALZERELEC · price
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Salzer Electronics reported FY26 consolidated revenue of ₹1,758 Cr, up 24% YoY, driven by strong switchgear demand and scaling wire & cable volumes. Q4 revenue came in at ₹474 Cr, up 26% YoY. However, EBITDA margins compressed to 8.36% in FY26 (vs 9.44% in FY25) due to raw material volatility, with Q4 margins at 6.6%. Management has outlined a clear margin recovery roadmap targeting ~10% EBITDA by FY27 through price hikes implemented in Feb-Mar 2026, improved product mix (60% high-value engineered SKUs), and operating leverage. The company also announced appointment of a new CFO effective April 2026 and recommended a dividend of ₹2.50 per share.
While revenue growth remains strong at 24%, margin compression raises concerns about near-term profitability. The margin recovery roadmap to 10% by FY27 provides visibility, but execution on price hikes and product mix improvement will be key monitors. New export opportunities from US tariff reductions and Saudi manufacturing could support the growth trajectory.