Q1 2026 Sandhar Technologies Ltd Earnings Call Transcript
Key Points
- Sandhar Technologies Ltd (BOM:541163) achieved a growth of 21% over the first quarter of financial 2025, with a 22% growth in the India business at a consolidated level.
- The company has successfully consolidated its joint ventures, with all five remaining JVs being profitable at both EBITDA and tax levels.
- Sandhar Technologies Ltd (BOM:541163) has started commercial production of EV components such as battery chargers, motor controllers, and DC-DC converters, receiving positive market feedback.
- The company is focusing on expanding its core business and has plans to improve operational efficiency and expand its customer and product base.
- Sandhar Technologies Ltd (BOM:541163) is planning to raise up to INR 500 crores through QIP for future acquisitions and capacity expansion, indicating growth ambitions.
- The consolidated EBITDA margin decreased to 9.18% from 9.85% in the previous year due to several exceptional items, including foreign currency translation losses and commodity price impacts.
- The company faced a loss of EUR 1.06 million in its overseas operations, exacerbated by geopolitical instability and U.S. tariff uncertainties.
- Two major customers faced supply issues, resulting in a loss of business worth approximately INR 20 crores.
- The transition from BS IV to BS V norms in the construction sector led to a temporary sales decline.
- The newly acquired Sundaram Clayton business reported losses at the PBT level, with operational costs being higher than expected.
Ladies and gentlemen, good day, and welcome to the Sandhar Technologies Limited Q1 FY '26 Earnings Conference Call, hosted by Emkay Global Financial Services Limited.
[Operator Instructions]
Please note that this conference is being recorded.
I now hand the conference over to Mr. Chirag Jain from Emkay Global Financial Services Limited. Thank you and over to you sir.
Thank you, Anushka. Good morning, everyone. On behalf of Emkay Global Financial Services, I would like to welcome you all to the 1Q FY '26 Earnings Conference Call of Sandhar Technologies Limited.
Today, we have with us from the management team, Mr. Jayant Davar, Chairman, Managing Director and CEO; Mr. Neel Jay Davar, Director; Mr. Gurvinder Jeet Singh, Whole Time Director and Head of Corporate Strategy; and Mr. Yashpal Jain, Chief Financial Officer and Company Secretary.
We'll begin the call with opening comments from the management team, followed by the Q&A session.
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