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Syrma SGS Technology Limited — Q4FY26 Earnings Call Summary
Key Takeaways
- Capex INR350-400 Cr in FY27 including INR250 Cr for PCB multilayer line; PCB project commissioning expected FY28
- FY26 revenue 485.7bn INR +27% y-y; EBITDA 54.5bn INR +68% y-y; PAT 34.6bn INR +87% y-y
- FY27 revenue growth guidance 30-35%; EBITDA margin guidance 10.5-11%
- Management cautious on margin guidance due to geopolitical and supply chain volatility; will revise if conditions improve
- Exports grew 41% in FY26; FY27 export target INR150bn INR (+25-30%) with EU FTA benefits
- Order book INR60bn with diverse verticals; 32 new customers onboarded with potential INR100bn+ revenue
- Defense and MedTech segments growing; smart metering business moderate margin with longer working capital
- ODM business grew 70% to INR8.25bn INR, targeting sustained 17% revenue mix
- Working capital cycle improved to 63 days; focus on further reduction without sacrificing growth
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.