| Revenue growth | 30% YoY in Q4; 20% for FY26. |
|---|---|
| Margins | EBITDA margin at 11.6% in Q4. Export margins expected higher. |
| Order book | Export order for USD 10mn lifetime value; strong RFQ pipeline. |
| Demand visibility | Steady demand indicated by OEM production plans and SIAM projections. |
| Management confidence | High in lightweighting vertical and export order book visibility. |
Growth
Q4 FY26: Revenue ₹971.8cr (+30%), EBITDA ₹112.9cr (+12%). FY26: Revenue ₹3,396.8cr (+20%), PAT ₹345.4cr (+10%).
Outlook
FY27 capex guidance ₹90-110cr. Projecting lightweighting revenue to grow 3x by FY28. Export SOPs starting Q1-Q3 FY27/FY28.
Risks
Volatility in crude/commodity prices, West Asia conflict disruptions, and potential supply chain inventory build-ups at OEMs.
Earnings Call filed with BSE, NSE: SHARDAMOTR. Summary written with AI assistance from the document.
Sharda Motor Industries Ltd: key numbers
- Share price
- ₹924.85
- Market cap
- ₹5,309 Cr
- Revenue (annual)
- ₹3,397 Cr
- Net profit (annual)
- ₹345.4 Cr
- P/E (TTM)
- 16.0×Sector 31.7×
- Promoter holding
- 64.31%+0.00% QoQ
- FII holding
- 1.73%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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