India · Delayed Price · Currency is INR Sarda Energy & Minerals Earnings Call Transcripts
Fiscal Year 2026
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Revenue and profits surged in FY 2026, driven by record energy and mining output, strong operational execution, and strategic diversification. Net debt fell sharply, and major expansions in power and mining are underway, with robust industry demand outlook.
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Q3 and nine-month FY26 saw robust operating performance despite planned shutdowns and weaker prices, with strong growth in hydropower and a significant reduction in net debt. Outlook remains positive with higher tariffs, ongoing capacity expansions, and stable cash flows.
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Record half-yearly production and strong energy segment performance drove a 61% year-on-year profit increase, with robust liquidity and low leverage supporting ongoing expansion in power and mining. Outlook remains positive despite sectoral headwinds.
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Record Q1 FY26 results were driven by strong energy prices, higher hydropower output, and improved operational efficiency. The company is focused on power and mining expansion, with stable steel volumes and robust liquidity supporting ongoing CAPEX.
Fiscal Year 2025
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FY 2025 saw record revenue and EBITDA growth, driven by the SKS Power acquisition and strong energy vertical performance. Operational efficiency, new project launches, and a focus on energy and minerals are expected to further boost profitability, despite ongoing legal and market uncertainties.
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Q3 FY25 saw record power generation and strong revenue/EBITDA growth, despite steel and ferroalloy margin pressures. Diversified CapEx in power and mining, robust liquidity, and new projects are set to drive future profitability.
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Revenue rose to INR 1,159 crores in Q2 FY25, with profit after tax at INR 195 crores. The SKS Power acquisition was completed, with full financial impact expected from Q3. Multiple expansion projects and regulatory clearances position the company for growth.