Syrma SGS Technology Limited — Q1FY27 earnings call summary

Filed 04 August 2026 · Official transcript

Order book at 6770 Cr with 35%+ revenue growth guidance for FY27
Q1 FY27 consolidated revenue 1604 Cr +67% y-y; EBITDA 162 Cr +69% y-y; PAT 106 Cr +112% y-y
PCB project on track for commercial production by April 2027; initial EBITDA 10%, asset turn 1-1.5x
Exports grew 61% in Q1, contributing 24% of revenue; expected 30-40% growth in FY27
Automotive growth driven by EV and charging infrastructure; healthcare expected 50% growth
New JV with Kaga India targets 300-500 Cr business over 3-5 years
ODM sales doubled y-y to 270 Cr (17% of revenue), targeting 25% long-term share
Supply chain constraints persist; inventory treated as strategic asset to ensure supply