Investor Presentation Q4 FY 2025-26
SIGACHI · price
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Sigachi Industries reported Q4 FY26 revenue of Rs. 1,219 Mn (down 4.91% YoY) but showed strong sequential recovery with EBITDA jumping 170% QoQ to Rs. 154 Mn and PAT of Rs. 76 Mn recovering from near-zero in Q3. Full year FY26 was challenging with revenue of Rs. 4,778 Mn (down 4.5% YoY), EBITDA of Rs. 537 Mn (down 52%), and a net loss of Rs. 828 Mn due to exceptional items and margin compression (EBITDA margin fell to 11.24% from 22.38%). The company has guided FY27 revenue target of Rs. 6,500-6,750 Mn with EBITDA margin of 18-20%, implying significant margin recovery. Dahej-2 expansion (12,000 MTPA) remains on track to commission by Q4 FY27, elevating total MCC capacity to 30,000 MTPA.
The Q4 recovery and strong FY27 margin guidance suggest the company is past the worst of its cyclical downturn; the aggressive 18-20% EBITDA margin target signals management confidence in margin recovery, which could be positive for the stock if executed.