Suprajit Engineering Limited has informed the Exchange about Transcript
SUPRAJIT · price
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Suprajit Engineering filed the transcript of its Q1 FY26 earnings call held on August 12, 2025. Consolidated revenue (excluding SCS) grew 5.2% YoY to INR7,733 million with EBITDA up 15% and margins improving 100 basis points to 12.8%, driven by a strong turnaround in the Suprajit Controls Division where EBITDA margins expanded from 8% to 12%. The second tranche of the SCS (Stahlschmidt Cables) acquisition was completed in Q1, with management targeting EBITDA positivity by Q4 FY26 and FY26 revenue of around USD 30-35 million. Phoenix Lamps and Electronics Divisions posted soft quarters due to Middle East conflict (Trifa brand exports) and a major EV customer slowdown respectively, though the company won a large US private-label retail order for Phoenix and a digital cluster export contract for Electronics. US tariff exposure of USD 100-110 million is being negotiated with customers, with about 30-35% already accepting the cost, and management positioned its multi-location footprint (Morocco, Canada, Mexico, India, Europe) as a medium-term competitive advantage.
Positive read-through from Controls Division margin expansion and SCD turnaround, but softness in Phoenix Lamps and Electronics Divisions and ongoing tariff uncertainty may keep the stock range-bound in the near term. Investors will likely track Q4 FY26 for SCS's promised EBITDA breakeven and clarity on tariff cost-sharing with customers.