SUPRAJITNSESuprajit Engineering Limited· Auto AncillariesMediumNeutral
Announced Wed, 4 Jun · 14:13 IST

Suprajit Engineering Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDF

SUPRAJIT · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Suprajit Engineering reported consolidated revenue (ex-SCS) of INR 3,106 crores in FY25, up 7% YoY, with operational EBITDA at INR 401 crores, up 23% YoY. Standalone revenue grew 12% to INR 1,718 crores, while standalone EBITDA rose 8% to INR 298 crores. The board recommended a total dividend of 300% (interim 125% + final 175%), up from 250% last year. Management guided for double-digit revenue growth and 12–14% EBITDA margin for FY26, with SCD margins already crossing 10%. Key order wins include a major Chinese EV passenger car OEM at LoneStar and CBS launches with 4 OEMs (1 ICE, 3 EV). SCS (acquired European business) is expected to turn EBITDA positive by Q4 FY26 at around USD 40 million in revenue, and will be consolidated under SCD by FY27. Tariff impact has largely been passed on to customers, with Morocco/India/Hungary expected at ~10% and China at 30%+ duties.

Likely market impact

Positive signals for shareholders: strong dividend hike, double-digit revenue and margin guidance, and visible order pipeline across divisions. However, SCS integration remains a drag, tariff uncertainty persists, and management declined to share division-wise guidance or specific restructuring costs, which may limit near-term visibility.