SATIABSESatia Industries LtdMediumNeutral
Announced Sat, 23 May · 17:27 IST

Press Release

Revenue DeclineEbitda Margin CompressionPat NegativeResults View source PDF

SATIA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-11.2%1-day move
₹64.88
prior close
₹62.20
base price
After-mkt
timing
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-5.9-5.9-6.7-8.3-11.2-9.1-11.0-13.7-14.0-14.3-14.8-14.1-3.9
Up moveDown movePending
AI summary

Satia Industries reported FY26 revenue of INR 14,519 Mn, down 4% YoY from INR 15,120 Mn in FY25, reflecting industry-wide headwinds. Q4FY26 revenue grew 2% sequentially to INR 3,896 Mn, showing gradual improvement in Net Sales Realisation. However, profitability deteriorated sharply — EBITDA fell 62% YoY to INR 236 Mn in Q4 and 51% for the full year to INR 1,318 Mn, with margins compressing to 9.1% from 17.9% due to elevated input and fuel costs and sustained pricing pressure from import dumping. Net PAT dropped 66% YoY to INR 409 Mn for FY26, with Q4 PAT down 84% YoY to INR 58 Mn. Management flagged geopolitical-driven fuel cost pressures and expects FY27 to be a transition year as it executes the PM3 upgrade and expands its sustainable cutlery segment.

Likely market impact

The sharp margin compression and 66% PAT decline signal significant earnings pressure from cost headwinds and dumping. While Q4 sequential revenue recovery is encouraging, weak near-term profitability may keep the stock under pressure until margins stabilise.