SGMARTBSESG Mart LtdMediumNeutral
Announced Fri, 25 Jul · 17:20 IST

Press Release

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

SGMART · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

SG Mart (formerly Kintech Renewables) reported Q1FY26 revenue of Rs 11.4 Bn, up 1% YoY but down 28% QoQ, reflecting muted industry demand. Business EBITDA grew 45% YoY to Rs 359 Mn, with margins expanding 96 bps to 3.1%. Net profit rose 23% YoY to Rs 323 Mn, supported by strong cash flow generation. The company disclosed a Renewable Structures order book of Rs 283 Cr and has started solar operations from April 2025. Net cash stands at Rs 10.2 Bn with NWC days improving to 15 from 30 in FY25. Management is targeting 50% CAGR over the next 3 years, with plans to add 5-7 new service centres annually.

Likely market impact

Margin improvement and a robust net cash position are positives that should support the stock. However, the subdued 1% revenue growth reflects weak steel and construction demand; the renewable order book and service centre expansion pipeline offer growth visibility going into Q2FY26.