Sedemac revises FY26 investor presentation with corrected customer data

Sedemac issued a corrigendum to its Q4 and FY26 investor presentation, correcting the customer concentration graph on page 12. The revised figures show biggest customer revenue share minus next four at 72% in FY24, 68% in FY25, and 58% in FY26, versus the earlier reported 70%, 66%, and 49%. The declining concentration trend still holds. The presentation also flags mild EBITDA margin pressure in FY27 from semiconductor supply tightening and commodity inflation, partly offset by strong product pipeline progress.