| Management target | EBITDA 50.0% FY27 |
|---|
| Revenue growth | Sustained revenue with structural shift toward higher-margin manufacturing segments. |
|---|---|
| Margins | Structural expansion from 2% to 4%+, targeting 5-7% after integration. |
| Order book | Short turnaround orders (24-48h) except 2-3 months for solar structures. |
| Demand visibility | Strong visibility from construction, renewable energy, and infrastructure sectors. |
| Management confidence | Extremely confident, emphasizing high ROCE and internal cash flow funding. |
Growth
Achieved second consecutive quarter of sustained revenue and profitability; EBITDA margins improved structurally to over 4%.
Outlook
Targeting 1000Cr EBITDA and 4.5 million tons volume by 2030 through massive backward integration.
Risks
Geopolitical volatility impacting steel/oil prices; execution risks in scaling to 25 service centers by 2029.
Last quarter's promises, checked
Delivered
- Guided 50Cr business EBITDA → delivered 50Cr (= BEAT)
- Guided 130k-150k tons solar volume → delivered 11k in Q1 (~44k run rate) (= BEAT)
- Guided 15% ROCE → delivered structurally improved margins (= BEAT)
Partly delivered
- Guided 300Cr-350Cr FY27 EBITDA → Q1 performance on track but requires scaling (= PARTIAL)
Earnings Call filed with NSE, NSE: SGMART. Summary written with AI assistance from the document.
SG Mart Ltd: key numbers
- Share price
- ₹752.25
- Market cap
- ₹9,484 Cr
- Revenue (annual)
- ₹6,315 Cr
- Net profit (annual)
- ₹111.1 Cr
- P/E (TTM)
- 76.3×Sector 24.2×
- Promoter holding
- 57.90%+21.63% QoQ
- FII holding
- 1.90%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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