Susan Electricals India Ltd — Q1FY27 earnings call summary

Filed 22 August 2026 · Official transcript

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%