Q4 2026 Sahasra Electronic Solutions Ltd Earnings Call Transcript

May 29, 2026 / 09:30 AM GMT

Release Date Price: ₹342.8 (-2.92%)

Transcript

Key Points

Positve

Sahasra Electronic Solutions Ltd (NSE:SAHASRA) reported a significant revenue growth of 45% year-on-year, reaching approximately 138 crores in FY26.
The company successfully diversified its revenue mix, increasing domestic business contribution and reducing concentration risk.
EBITDA margins improved significantly from 7.9% to 13.1%, supported by better operating leverage and higher capacity utilization.
The semiconductor business showed progress with reduced EBITDA losses, reflecting improved operational efficiencies.
The company received a capital subsidy of 22 crores for its semiconductor subsidiary, strengthening its financial position.

Negative

Certain strategic initiatives progressed slower than anticipated due to customer qualification and commercialization cycle delays.
The export market faced challenges due to tariffs imposed on India, impacting revenue from exports.
Supply chain challenges persisted, particularly in the second half of the year, affecting operational efficiency.
The semiconductor business remains in an investment phase, requiring further development of capacity to meet growing volumes.
The merger process with the unlisted entity is pending regulatory approvals, which could delay consolidation benefits.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SAHC.NS - Sahasra Electronic Solutions Ltd
Q4 2026 Sahasra Electronic Solutions Ltd Earnings Call
May 29, 2026 / 09:30AM GMT

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Presentation
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Ladies and gentlemen, good day and welcome to Sahasra Electronic Solutions Limited H2 FY26 and FY26 Earnings Conference Call hosted by Atlas Capital.

We have with us management today represented by Mr. Amrit Manwani, Chairman and Managing Director, Mr. Varun Manwani, Non-Executive Director, Mr. Manish Tiwari, Chief Financial Officer.

And Mr. Ritul Shah from Atlas Capital, company's investor relations advisor.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation continues.

Please note that this conference is being recorded.

I will now hand over the floor to Mr. Amrit

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