Q2 and H1 FY27 growth strong; margin pressure persists

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SEDEMAC · price

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Price reactionminutes from the announcement price · days from the prior close

-3.3%Reaction day

₹3205.50

prior close

₹3000.00

announcement price

After-mkt

timing

Nifty Microcap 250market+2.2%-5.5% vs market

Auto Components & Equipments peers, median of 122sector+1.5%-4.8% vs sector

On the reaction day the stock moved 5.5 pts less than Nifty Microcap 250 and 4.8 pts less than its Auto Components & Equipments peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+0.2

10m

+1.0

15m

+1.6

30m

+2.2

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-3.3+2.2-5.5+1.5-4.8

Next day

-4.8+3.3-8.2+2.6-7.5

-6.1pendingpending+1.7-7.8

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15d

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UpDownMarket · Nifty Microcap 250Sector · Auto Components & Equipments peers, median of 122Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Unaudited H1 FY27 revenue rose 41% year on year to INR 710 crore; EBITDA rose 26% to INR 136 crore and profit after tax rose 53% to INR 72 crore. Q2 revenue was INR 401 crore and profit after tax INR 39 crore. H1 EBITDA margin fell to 19.2% from 21.4%. Management expects mild margin pressure from higher raw material and printed circuit board costs. A European two- and three-wheeler OEM business win is likely to start production in H1 FY28.

Likely market impact

Strong growth, new product ramps and a European OEM win support the stock, but input-cost inflation may limit margin expansion.