India · Delayed Price · Currency is INR Suprajit Engineering Earnings Call Transcripts
Fiscal Year 2027
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Q1 FY27 saw 24% revenue and 57% EBITDA growth, driven by restructuring and strong India auto demand. GCM and SED segments led margin expansion, while ICM and PLE faced temporary cost pressures. Guidance for double-digit growth and margin recovery remains intact.
Fiscal Year 2026
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Q4 saw record profit before tax and revenue, with full-year growth driven by Controls and Electronics. Major restructuring and SCS turnaround improved margins, and double-digit growth is forecast for FY27, with significant CapEx planned.
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Revenue and EBITDA grew strongly YoY, with Electronics and Controls Divisions outperforming industry trends. SCS restructuring is nearly complete, with EBITDA positivity expected by Q4 FY26. Tariff clarity and new business wins are set to drive future growth.
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Revenue and EBITDA grew across most divisions, with strong margin improvements driven by restructuring and operational gains. SCS integration is progressing, and the company expects further growth and margin expansion in H2, despite global uncertainties and ongoing restructuring costs.
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Q1 FY26 saw 5.2% revenue growth and 15% EBITDA rise, with margin improvements driven by operational efficiencies and a strong Controls Division turnaround. SCS integration is progressing, with EBITDA positivity targeted by Q4, while Phoenix Lamps and Electronics face near-term softness.
Fiscal Year 2025
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Revenue grew 7% year-over-year to INR 3,106 crores, with operational EBITDA up 23% and a 300% dividend declared. SCS integration and global tariff management remain key focus areas, with double-digit growth and margin improvement targeted for FY 2026.
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Revenue and EBITDA grew strongly year-over-year, with the Controls Division achieving a turnaround and double-digit margins. SCS restructuring and European market contraction remain challenges, but operational improvements and cost-saving initiatives are underway.
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Operational performance improved across all divisions, with EBITDA margins reaching targets and SCS restructuring progressing. Revenue and EBITDA grew strongly year-over-year, while one-off costs from acquisitions and restructuring impacted results. Global expansion and efficiency initiatives position the company for future growth.
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Q1 FY25 saw 13% standalone and 8.1% consolidated revenue growth, with EBITDA margins improving across divisions. Strategic wins, margin recovery, and a share buyback highlight confidence, while SCS integration and global market headwinds remain key watchpoints.
Fiscal Year 2024
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The acquisition of SCS provides a strategic nearshore base in Morocco, strengthens the European market position, and is expected to be EPS accretive within two years. The deal, valued at EUR 13.5 million, is fully funded internally and supported by key customers and management.