Q4 2026 Sandhar Technologies Ltd Earnings Call Transcript
Key Points
- Sandhar Technologies Ltd (BOM:541163) achieved an all-time high revenue of over INR4,800 crores, marking a 25% increase year-on-year.
- The company reported a significant growth in the two-wheeler segment, with a 35.1% increase compared to the industry's 12.9%.
- EBITDA increased by 28% year-on-year, reaching INR513 crores, with a margin of 10.6%.
- The company plans to double its revenues every three to four years, indicating a strong growth trajectory.
- Sandhar Technologies Ltd (BOM:541163) has successfully turned around its overseas subsidiaries, achieving a breakeven at the PBT level in Q4.
- The company faced challenges due to global economic conditions, including volatile commodity prices and geopolitical tensions.
- Overseas subsidiaries sustained an annual loss of EUR 2.56 million, impacting overall profitability.
- There is a lag in the pass-through of commodity price increases in international markets, affecting margins.
- The EV business, while growing, remains a small part of the overall revenue and is expected to remain loss-making until FY28.
- The company is facing challenges with manpower availability and increased costs, which could impact future growth and profitability.
Ladies and gentlemen, good day, and welcome to the Sandhar Technologies Q4 FY26 earnings conference call, hosted by Dolat Capital Markets Private Limited. (Operator Instructions) Please note that this conference is being recorded.
I will now hand the conference over to Ms. Shailly Jain from Dolat Capital Markets Private Limited-for opening remarks. Thank you, and over to you.
Thank you, Riyan. Good morning, everyone. On behalf of Dolat Capital, I would like to welcome you all to the Fourth Quarter and FY26 Earnings Conference Call of Sandhar Technologies Limited. Today, we have with us from the management team, Mr. Jayant Davar, Executive Chairman 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 will begin the call with opening comments from the management team followed by the question-and-answer session.
Over to you, Jayant, sir.
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