Sarda Energy & Minerals Ltd (NSE:SARDAEN)

Q2 2026 Sarda Energy & Minerals Ltd Earnings Call Transcript

Nov 12, 2025 / 09:30 AM GMT

Release Date Price: ₹525.55 (-0.39%)

Transcript

Key Points

Positve

Sarda Energy & Minerals Ltd (BOM:504614) achieved the highest ever half-yearly production of iron ore pellets, captive power, hydropower, and coal in Indonesian coal mines.
The IPP thermal power plant improved its capacity utilization ranking from 125th to 11th in India, with a sector capacity of 85.27% compared to 56.13% in the previous year.
Hydropower generation increased by 32% year on year, supported by an above-average monsoon and the commissioning of a new 24.9 megawatt hydropower plant.
The company posted a 61% year-on-year growth in consolidated profit after tax, reaching INR 328 crores, exceeding the previous year's total profit in the first half itself.
The company's net gearing is negligible, providing headroom for financing growth opportunities, with a robust liquidity position of about INR 2,200 crores in cash and liquid investments.

Negative

The seasonal fall in power price realization negatively impacted the profitability of the thermal power operation.
The power demand remained subdued due to extended rainfall and below-average temperatures, affecting the weighted average price of power.
The Indian coal index fell from 140 in September 2024 to 124.68 in September 2025, indicating a decrease in coal prices.
Steel prices were weak due to seasonal effects and imports, with India remaining a net importer of steel despite anti-dumping duties.
The company faces challenges in land acquisition for its Indonesian coal mines due to flooding and plasma plantation issues, affecting expansion plans.

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

SAEM.NS - Sarda Energy & Minerals Ltd
Q2 2026 Sarda Energy & Minerals Ltd Earnings Call
Nov 12, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the Q2 and H1F526 earnings conference call for Sara Energy and Minerals Limited.

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 concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Aki Jen from Stellar Investor Relations.

Thank you and over to you, sir.

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Unidentified_2 [2]
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