Susan Electricals India Ltd — Q1FY27 Earnings Call Summary

Q1FY27 · Filed 22 Aug 2026

Key Takeaways

• FY27 capex planned at INR 15-20 Cr mainly for machinery and factory expansion
• EBITDA margin improved to ~11.9% in Q1; expected to maintain/improve with product mix shift
• HT & MVCC cables contribution targeted to rise from ~5-10% to ~50% by FY27 year-end
• Capacity expansion on track for Feb 2027; adding 4,500 Km p.a. (+60% capacity)
• Order book ₹142.39 Cr (3 months execution), pipeline ₹150 Cr; bidding ₹800-1,200 Cr tenders
• Management expects sustained growth momentum supported by strong power sector demand
• Raw material price volatility managed via pricing and operational measures
• HT and MVCC cables have ~20-25% EBITDA per unit potential; winding wires & LT/conductors 10-15%
• Q1FY27 revenue increased 279% y-y to INR 95.36 Cr; PAT turned positive at INR 6.39 Cr

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.