Please find enclosed copy of Webinar Summary in reference to Virtual Event organised by Hem Securities Limited-Samruddhi 2.0 -2025.
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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Systematic Industries, India's third-largest steel wire and speciality cable maker, recently listed on BSE on October 1. Revenue grew from Rs 320 to Rs 446 crore historically, with PAT margin improving from ~4% to 7.6%. H1 FY26 showed 54% revenue growth and 36% PAT growth year-on-year. Management guided for 25-30% YoY growth, with FY27 expected to be a breakout year driven by new OPGW and OFC telecom products. The company is now almost debt-free after using IPO proceeds to repay debt, with no new capex planned as existing capacity can be doubled. Key approvals secured from BSNL and RDSO, plus an L2 position in a PGCIL EPC order, with PGCIL needing 45,000 km and RDSO 50,000-60,000 km in the coming year. Long-term vision targets 10x growth by 2031.
Positive for shareholders — strong growth guidance (25-30% YoY), margin expansion from higher-mix OPGW/OFC products, near-zero debt, and a clear order pipeline from PGCIL/RDSO/BSNL support the bullish FY27 outlook. The stock could see continued interest as the telecom cable ramp-up materialises.