India · Delayed Price · Currency is INR Sarda Energy & Minerals Earnings Call Transcripts
Fiscal Year 2026
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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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Record revenue and EBITDA growth driven by strong power segment performance offset steel margin pressures. Diversification into power, mining, and sustainability projects is expected to support future profitability, with new projects coming online next year.
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Q2 FY25 saw revenue rise to INR 1,159 crores and PAT at INR 195 crores, with the SKS Power acquisition completed and full impact expected from Q3. Steel and ferroalloy segments faced subdued pricing, while power and mining expansions are on track.