Sarthak Metals Limited has informed the Exchange about Investor Presentation
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Sarthak Metals reported Q4 FY26 revenue of ₹62 crore, up 29% YoY and 30% QoQ, driven by strong volume growth across all segments. PAT surged 123% YoY to ₹1.49 crore with EPS of ₹1.09. Cored wires volumes grew 32% YoY with full-year FY26 up 14%. The newly launched welding division emerged as a growth driver with FY26 revenue of ₹15.7 crore and monthly volumes exceeding 115 tonnes, backed by RDSO approval. Aluminium flipping coils also recovered with Q4 volumes up 35% YoY, though the full year remained subdued due to domestic overcapacity. EBITDA margin improved 120 bps YoY to 4.04%, though it contracted 37 bps sequentially from Q3. Management flagged ongoing unfair competition and pricing distortions in specialized downstream products as a challenge.
Strong top-line growth and near-doubling of profitability YoY are positive, but thin EBITDA margins and management's caution on industry pricing pressures suggest investors should monitor margin sustainability. The welding division is a new high-growth engine that could reshape the revenue mix.