Corrigendum to FY26 Investor Presentation - Customer Concentration graph corrected
SEDEMAC · price
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SEDEMAC filed a corrigendum correcting the Customer Concentration graph on page 12 of its Q4 and FY26 investor presentation. Revised figures for percent revenue from biggest customer minus next four: FY24 72 percent, FY25 68 percent, FY26 58 percent (earlier reported 70 percent, 66 percent, 49 percent). The presentation highlights FY26 revenue of INR 1,058 Cr (+61 percent YoY), EBITDA INR 222 Cr, PAT INR 104 Cr, RoCE 40 percent. FY27 outlook flags mild EBITDA margin pressure from commodity and semiconductor costs.
FY24-FY25 customer concentration was higher than first reported; FY26 shows improving diversification. FY26 results remain strong but mild FY27 margin pressure flagged.