Fiem Industries Limited — Q1FY27 earnings call summary

Filed 18 August 2026 · Official transcript

FY27 margin guidance around 14%, with raw material cost pass-through expected over quarters
Capex of INR41 Cr in Q1; full year capex guidance INR100 Cr, mainly for Hosur plant expansion
FY27 revenue growth guidance: 15-20%
4-wheeler business remains ~2.5% of revenue; meaningful growth expected from FY28 onwards
LED lighting share in revenue at 63% (value basis), expected to rise to ~70% in 24-30 months
EV segment volume share rose to 9% in Q1; EV platforms carry higher LED lighting content
Q1FY27 sales grew 18.6% to INR770 Cr; EBITDA margin stable at 13.5%; PAT up 16.3%
New tech initiatives: hands-off detection and light control modules under development