SEDEMAC Mechatronics Limited has informed the Exchange about Investor Presentation
SEDEMAC · price
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SEDEMAC Mechatronics reported strong FY26 results with revenue of INR 1,058 Cr (up 61% YoY), EBITDA of INR 222 Cr (up 119% YoY), and PAT of INR 104 Cr (up 78% YoY). The company achieved RoCE of 40% and crossed the INR 1,000 Cr revenue milestone. Key growth drivers include sensorless ISG ECU penetration in top 2/3W OEMs, ramp-up of E2W/E3W EV MCUs, and entry into North America genset market. For FY27, management guides for ISG ECU launches on 3 popular motorcycle models across top-4 OEMs, but expects mild EBITDA margin pressure due to semiconductor supply tightening and commodity price inflation. New manufacturing facilities (MF3 Chakan, Shoolagiri land acquisition) will support future growth. Customer concentration risk is declining (reduced from 70% to 49% of revenue from top customer over 3 years).
The company demonstrates strong execution with industry-leading growth and capital efficiency metrics. While near-term margin pressure is expected, the order pipeline and new product launches (ACU, EFI for CVs, power tool MCUs) position the company for continued growth. The declining customer concentration is a positive signal for risk diversification.