Sharda Motor Industries Limited has informed the Exchange about Investor Presentation
SHARDAMOTR · price
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Awaiting price reaction for this filing.
Sharda Motor Industries filed its investor presentation for Q1 FY26 ended June 30, 2025. Consolidated revenue grew 10% YoY to ₹756.2 Cr, while EBITDA rose 3% to ₹98.4 Cr with margins contracting to 13.0% (from 14.0% YoY). PAT jumped 30% YoY to ₹99.9 Cr, aided by a ₹22.4 Cr exceptional gain. For FY25, revenue stood at ₹2,837 Cr (+1% YoY), EBITDA at ₹396 Cr (+10%), and PAT at ₹315 Cr (+5%), with strong ROCE of 38% and ROE of 30%. The company disclosed new orders worth $18.5M annually across emission control, lightweighting, and global business verticals, with start of production in Q3-Q4 FY26. Management highlighted growth drivers including BS7 norms, TREM V opportunity, China+1 export theme, and potential M&A in powertrain-agnostic products.
Positive for investor sentiment as the company shows strong profitability ratios and a healthy new order pipeline. However, the YoY EBITDA margin compression to 13% from 14% may concern investors focused on margin trajectory, though bottom-line growth remains robust on the back of operational leverage and exceptional items.