Syrma SGS Technology Ltd (NSE:SYRMA)

Q4 2025 Syrma SGS Technology Ltd Earnings Call Transcript

May 14, 2025 / 05:00AM GMT

Release Date Price: ₹526 (-6.80%)

Transcript

Key Points

Positve

Syrma SGS Technology Ltd (BOM:543573) achieved its target of reducing the consumer business to 35% of global revenues, focusing more on high-margin industrial, automotive, and healthcare sectors.
The company reported a healthy EBITDA expansion to 8.6%, up from 7% in FY24, indicating improved profitability.
Syrma SGS Technology Ltd added approximately 20-25 new customers in FY25, which is expected to contribute to revenue growth in FY26 and FY27.
The company successfully commissioned new facilities in Pune and Germany, consolidating operations and enhancing production capabilities.
Syrma SGS Technology Ltd received a high ESG percentile score of over 70%, placing it among the top 35 companies globally for ESG compliance.

Negative

The company fell short of its INR1,000 crore export target, achieving only INR860 crore due to tariff uncertainties and a muted EU environment.
Despite a focus on high-margin sectors, the company anticipates a decline in EBITDA margin guidance from 8.6% to 8% for FY26.
Working capital days increased to 69, with a shift in the mix of receivables and payables, indicating potential inefficiencies in cash flow management.
The consumer business, although reduced, still poses challenges with its high volume and low margin nature, impacting overall profitability.
The company faces uncertainties in the export market due to fluid tariff situations, which could impact future revenue growth.

Operator

Ladies and gentlemen, good day and welcome to the earnings conference call for Syrma SGS Technology Limited, hosted by JM Financial Institutional Securities Limited (Operator Instructions) I now hand the conference over to Mr. Shalin Choksy from JM Financial Institutional Securities Limited. Thank you and over to you, sir.

Shalin Choksy

JM Financial Ltd - Analyst

Thank you, Navya. Good morning everyone. On behalf of JM Financial, we welcome you all to the Q4 FY25 earnings call of Syrma SGS. Today we have with us the senior management of Syrma SGS. I will now hand over the call to Nikhil to take the call forward. Thank you and over to you, Nikhil.

Nikhil Gupta

Syrma SGS Technology Ltd - Head of Investor Relations

Thank you, Shalin. Hi, very good morning to all. Welcome to Syrma SGS and fiscal year 2025 earnings call. We have with us today Mr. Jayesh Gujral, Managing Director; Mr. Jayesh Doshi, Director; Mr. Satendra Singh, Chief Executive Officer; and Mr. Bijay Agrawal, Chief Financial Officer Syrma SGS, to discuss

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