Q4 2025 Sharda Motor Industries Ltd Earnings Call Transcript
Key Points
- Sharda Motor Industries Ltd (BOM:535602) reported a 6.6% ROI growth in Q4 FY25 revenues, reaching Rs. 749.85 crores.
- The company's gross profit for FY25 increased by 11% year-on-year, outperforming industry growth.
- ABIDDA for FY25 rose by 9.7% over FY24, with a margin improvement from 12.9% to 14%.
- The company successfully carried out a buyback program and announced a 1:1 bonus issue along with a Rs. 32.5 per share dividend.
- Sharda Motor Industries Ltd (BOM:535602) secured significant new orders for its newly established lightweighting vertical and export business, indicating future growth potential.
- The commercial vehicle segment saw a 3.3% decline in production in FY25, impacting overall industry performance.
- Working capital requirements have fluctuated due to reclassification of treasury investments from non-current to current assets.
- The company's revenue growth for FY25 was only 1%, indicating underperformance compared to expectations.
- There are ongoing uncertainties regarding the implementation of new emission norms (TREM 5) for tractors, which could affect future business.
- Sharda Motor Industries Ltd (BOM:535602) faces challenges in scaling up its export business, with longer lead times and geopolitical factors impacting growth.
Ladies and gentlemen, good day and welcome to Q4 FY25 and full-year FY25 Sharda Motors and Industries Limited conference call hosted by Equirus Securities. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Mihir Vora from Equirus Securities. Thank you, and over to you, Mr. Vora.
Thank you, sir. Hi. Good afternoon, everyone. On behalf of Equirus Securities, I welcome you all to the 4Q FY25 post-results conference call of Sharda Motors. From the management side, we have Mr. Aashim Relan, CEO; and Mr. GD Takkar, Group CFO.
So without further ado, I now hand over the floor to Mr. GD Takkar for his opening remarks. Over to you, sir.
Thank you very much, Mihir.
Good afternoon, everyone.
I extend a warm welcome to all the participants.
I am joined by our Group CEO, Mr. Ashim Relan.
I trust you have had the
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