Investor Presentation
SARDAEN · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Sarda Energy & Minerals delivered strong FY26 results with PAT jumping 58% YoY to Rs 1,109 crore on the back of record production across segments. Revenue grew 23% to Rs 5,928 crore while EBITDA rose 44% to Rs 2,025 crore. The energy segment has emerged as the primary earnings driver contributing two-thirds of consolidated EBITDA. The company achieved significant milestones including highest-ever thermal power generation (5,458 MU), hydro generation (661 MU), coal production (1.8 million MT), and sponge iron output (345,000 MT). The Supreme Court upheld SEML's resolution plan for SKS Power acquisition in Feb'26, removing all overhang. The company is net debt-free with Rs 2,380 crore liquidity and has upgraded to CRISIL AA- rating. Plans are underway to double thermal capacity to 1,360 MW and quadruple coal mining capacity to 7.1 MTPA by FY30.
Strong execution and energy segment growth position the company well for sustained profitability. The capacity expansion roadmap targeting 5x energy capacity growth and 4x mining capacity expansion by FY30, combined with a net debt-free balance sheet and AA- credit rating, indicates a positive long-term outlook for shareholders.