Salzer Electronics Limited has informed the Exchange about Investor Presentation
SALZERELEC · price
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Salzer Electronics reported strong Q1 FY26 standalone revenue of Rs. 432.41 crore, up 24.6% year-on-year, driven by Industrial Switchgear and Wires & Cables segments. EBITDA (excluding other income) grew 32.2% to Rs. 41.31 crore with margins improving 54 basis points to 9.55%. Profit after tax rose 32.8% to Rs. 17.59 crore. The company secured its first large Smart Meter order worth ~Rs. 50 crore (billing deferred to Q2), sold 40 DC fast EV chargers in Q1 with demand expected to accelerate from H2, and is developing a new Temperature Sensor for automotive OEMs with revenues expected from Q3 FY26. Management flagged potential U.S. tariff changes as a near-term headwind but remains optimistic on both domestic and export growth.
Positive quarter with strong revenue and margin expansion, plus new growth avenues in Smart Meters, EV chargers, and automotive sensors. The deferred Smart Meter billing means Q2 should see a strong revenue boost. Investors should monitor U.S. tariff developments as a potential risk to the 24% export contribution.