Submission of Transcript of Investors Meeting held on 19.05.2026.
SGIL · price
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Synergy Green Industries, a foundry producing wind turbine and gearbox castings, reported FY26 total income of Rs 376 crore with PBDIT of Rs 48.67 crore (13.1% margin), impacted by brownfield expansion disruptions and higher costs. The company expanded foundry capacity from 30,000 to 45,000 MTPA and added in-house machining of 20,000 MTPA. Management guided for FY27 revenue of Rs 500 crore (33% growth, potentially Rs 530 crore) and PBDIT margin expansion of over 300 basis points to 16–16.5%, driven by operating leverage, new customer additions (Nordex, Vestas), and full-year machining contribution. The order pipeline is described as strong with visibility for 15–20% CAGR, though near-term Q1–Q2 will face ramp-up challenges and potential commodity inflation headwinds due to West Asia geopolitical tensions. A new greenfield expansion is being planned for FY28 onwards, with land acquisition targeted within 6–9 months.
Management's margin expansion guidance and strong order pipeline signal an improving profitability trajectory as capacity ramps up in FY27, though commodity headwinds and execution ramp-up risks in the near term could limit near-term stock upside.