SEDEMAC Q4FY26 Call: Revenue Crosses ₹1,058 Cr, Up 61% YoY

Mgmt Guided Margin PressureOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDF

SEDEMAC · price

Loading chart…

▲ 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

+7.6%1-day move

₹1984.00

prior close

₹2011.00

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

-0.7-1.5-1.2-0.8+7.6+8.4+7.8+11.3+17.3+21.5+39.9+37.1+40.0—

Up moveDown movePending

AI summary

SEDEMAC's first post-listing earnings call highlighted strong FY26 results: revenue at ₹1,058 crore (up 61% YoY, 36% 3-yr CAGR), 21%+ EBITDA margin, ₹100+ crore PAT, and 40% RoCE. Key drivers: ISG ECU ramp-up in ICE 2W/3W (SEDEMAC drove 80%+ of industry ISG growth), e2W/e3W EV MCU launches, and EFI ECUs adopted by a North American genset leader. FY27 outlook positive with ISG on 3 new top motorcycle models, but management flagged mild EBITDA pressure from commodity inflation and semiconductor tightness.

Likely market impact

Strong growth and 40% RoCE signal quality, but mild margin pressure warning and refusal to share product-level guidance may cap near-term excitement.