Announced Wed, 22 Jul · 14:51 IST
Transcript of Q1 FY27 earnings conference call
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF
SGMART · price
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Price reaction · full curve 14 horizons · vs prior close
+2.8%1-day move
₹656.65
prior close
₹645.40
base price
In-mkt
timing
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+1.3+1.3+2.7+2.7+2.8+9.0+9.9———————
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AI summary
Q1 FY27 call: 160,000 tons service centers, 18,000 tons steel profiles, 11,000 tons renewables. Annualized ROCE 23 percent, INR690 crores cash. Targets: 25 service centers, INR300 crores FY27 EBITDA. Backward integration at Raipur will lift EBITDA per ton from INR3,000-4,000 to INR6,000-7,000. By 2030, 4-4.5 million tons, INR25,000-35,000 crores revenue, INR1,000 crores EBITDA. INR1,500 crores capex funded internally, no dilution.
Likely market impact
Strong volume, cash balance and ambitious 2030 targets support growth story. Margin expansion via backward integration is a key positive catalyst.