SUPRAJITBSESuprajit Engineering Ltd-$MediumNeutral
Announced Mon, 25 May · 19:02 IST

Press Release and Investors Presentation dated May 25, 2026.

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

SUPRAJIT · price

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Price reaction · full curve 14 horizons · vs prior close
+6.2%1-day move
₹445.70
prior close
₹498.20
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After-mkt
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AI summary

Suprajit Engineering reported its highest-ever quarterly revenue of Rs 1,042 Cr (up 18.8% YoY) and quarterly PBT of Rs 97.2 Cr (up 93.7% YoY) for Q4 FY26. Full-year consolidated revenue grew 12.9% to Rs 33,770 million with EBITDA up 19% to Rs 9,128 million. The critical turnaround is that the acquired Stahlschmidt Cable Systems (SCS) entities turned EBITDA positive in Q4, achieving the restructuring goal — previously loss-making at Rs 490 million EBITDA negative for FY25, now at Rs 237 million negative for FY26, with Q4 alone at Rs 27 million positive. SCD (now renamed GCM) posted strong 15% Q4 growth and 25% EBITDA growth. Management guided for double-digit group revenue growth in FY27 with consolidated EBITDA margin of 12-13.5%, noting Middle East geopolitical risks and commodity inflation as headwinds.

Likely market impact

The SCS turnaround is a major de-risking event removing a key overhang for investors. The management's explicit FY27 margin guidance of 12-13.5% signals margin improvement trajectory from the previous 13% consolidated level, though the inclusion of SCS at lower margins tempers headline numbers. The dividend increase to Rs 3.50/share (350%) demonstrates strong cash generation.