Designs and manufactures control-intensive electronic control units (ECUs) for motorcycles, three-wheelers, electric two- and three-wheelers, and stationary gensets. The Mobility segment, covering ICE ISG (integrated starter generator) ECUs for 2W and 3W, EFI ECUs, electric motor control units for e2W and e3W, and after-treatment controllers for commercial vehicles, generated ₹910.57 cr or 86% of FY26 revenue. The Industrial segment, covering genset EFIs and power-tool controllers, generated ₹147.81 cr or 14% of revenue. FY26 revenue of ₹1,058.38 cr was up 61% year-on-year, the first crossing of the ₹1,000 cr mark. New manufacturing capacity is being added through MF3 and MF4 plants plus a Shoolagiri land parcel for southern India. Materials at 62.6% of revenue are the largest cost; mild EBITDA margin pressure is flagged for FY27 from raw materials and semiconductor supply. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Mobility (86%), Industrial (14%). Capital-efficient auto electronics supplier; high-growth, capex-heavy (~13% of revenue)
| ₹ crore · consolidated | FY26 |
|---|---|
| Revenue | 1,058 |
| EBITDA (ex other income) | 217 |
| margin % | 20.5 |
| Owners' profit | 104 |
| EPS, as reported (₹) | 23.91 |
| ROE % · ROCE % | 23.1 · 31.0 |
| Debt / equity (x) | 0.11 |
| Cash from operations | 128 |
| Capex | (139) |
| ₹ crore | Q4 FY26 | Q1 FY27 |
|---|---|---|
| Revenue | 288 | 310 |
| Profit before tax | 42 | 41 |
| Net profit | 32 | 33 |
| EPS (₹) | 7.32 | 7.54 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Mobility | 258 | 89.8 |
| Industrial | 29 | 10.2 |
| Total, before eliminations | 288 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| SAMVRDHNA MTHRSN INTL LTD | 1,73,567 | 39.6 | 3.98 | 15.4 | 9.4 | 8.2 | 17.1 | 9.0 |
| BOSCH LIMITED | 1,42,736 | 60.4 | 9.61 | 35.1 | 18.7 | 24.1 | 15.6 | 17.9 |
| BHARAT FORGE LTD | 92,992 | 131.7 | 9.73 | 33.3 | 11.4 | 13.2 | 21.6 | 8.8 |
| UNO MINDA LIMITED | 69,386 | 57.6 | 9.56 | 31.7 | 17.7 | 15.7 | 25.3 | 10.4 |
| SCHAEFFLER INDIA LIMITED | 61,739 | 49.3 | 10.04 | — | 10.4 | 14.1 | — | 19.4 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 10 Sept 2026 · SEDEMAC 19th AGM: All 4 resolutions passed with required majority | board shareholder meetings | medium | — | — |
| 9 Sept 2026 · 19th AGM of Sedemac Mechatronics held on Sept 9, 2026 | board shareholder meetings | medium | — | — |
| 9 Sept 2026 · Tamil Nadu GST order: only Rs. 40,036 payable, rest of Rs. 2.35 cr notice dropped | business updates | medium | — | — |
| 8 Sept 2026 · GST Department conducts search at Sedemac offices and facilities | regulatory legal | high | — | — |
| 7 Sept 2026 · Management to attend Axis Capital investor conference on September 10 | board shareholder meetings | low | — | — |
| 5 Sept 2026 · Group meeting with 34 investors and analysts on September 9, 2026 in Pune | board shareholder meetings | low | — | — |
| 1 Sept 2026 · SEDEMAC crosses 1M 3W motor controllers and 500K monthly ECU sales | business updates | medium | — | — |
| 20 Aug 2026 · Group meeting with investors and analysts on August 25, 2026 | board shareholder meetings | low | — | — |
| 19 Aug 2026 · Postal ballot results: Two ESOP special resolutions passed | board shareholder meetings | low | — | — |
| 18 Aug 2026 · Newspaper publication of 19th AGM notice | compliance | minimal | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) |
| TUBE INVEST OF INDIA LTD |
| 50,454 |
| 83.1 |
| 3.55 |
| 19.5 |
| 7.9 |
| 12.4 |
| 30.3 |
| 10.6 |
| SONA BLW PRECISION FRGS L | 49,016 | 70.4 | 7.99 | 42.6 | 10.3 | 12.9 | — | 25.1 |
| ENDURANCE TECHNO. LTD. | 37,964 | 39.1 | 5.55 | 18.6 | 13.9 | 15.6 | 17.4 | 13.2 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 196.5 | 26.7 | 121 of 123 | 2% |
| P/B | 28.7 | 3.5 | 115 of 116 | 1% |
| ROCE | 29.3 | 12.6 | 7 of 125 | 95% |
| ROE | 23.1 | 11.6 | 10 of 119 | 92% |
| Debt / Equity | 0.1 | 0.3 | 45 of 119 | 63% |
| EBITDA margin | 19.4 | 12.2 | 18 of 118 | 86% |
| Market cap | 12896 | 1542 | 27 of 125 | 79% |
| A state: the latest filed quarter and the measured reactions |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
