Indo SMC Ltd
Indo SMC Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #34 of 58 in Electrical Equipment
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The short version
Target revenue for FY26 is around Rs. FY26 profit expected around Rs.
From Indo SMC Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Target revenue for FY26 is around Rs. 300 crore, up from Rs. 214 crore in 9 months, with continued order book additions.
- For FY27, the company aims to achieve Rs. 450 crore revenue, driven by growth in SMC (targeting Rs. 120-150 crore) and CT/PT LTCT (targeting Rs. 250 crore).
- Focus on expanding market presence in new states and segments, including utilities, railway, defense, and exports.
- Order book visibility is strong, with fresh orders of Rs. 54 crore in the latest quarter and total order book around Rs. 142 crore.
- Capacity utilization is expected to increase from current 30%-40% to 60%-80% by year-end, further ramping to 90%.
2 more points from Indo SMC Ltd's call on revenue
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Profitability & Margins
See what Indo SMC Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company has planned a CAPEX of Rs. 25 crores as per the IPO objective.
- New machines for pultrusion have been acquired; 2 machines delivered and 3 more to come.
- The technical lab equipment for the Nashik unit will be ready by end of February.
- The press unit of 2,000 tons is under technical clearance.
- CAPEX is aimed at increasing production capacity, upgrading labs, and meeting standards (like IS 2033).
- Capacity expansion targets include scaling from 800 to 1000 units, with a focus on multi-fold growth over the next 2-3 years.
- Gradual addition of about 10 new pultrusion machines planned post-Diwali to increase revenue to Rs. 80 crores segment-wise.
2 more points from Indo SMC Ltd's call on capex
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Top-ranked in Electrical Equipment
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Indo SMC Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- As of the latest update, the total confirmed order book stands at approximately Rs. 142.45 crore.
- Fresh orders worth over Rs. 54 crore were secured during the recent quarter.
- Additional confirmed orders of around Rs. 55 crore have been clicked since January.
- The order book is expected to grow to around Rs. 250 crore by the end of March FY’26.
- Order execution timelines generally range from 7-12 months, with new orders expected to keep adding continuously.
- There is a strong order pipeline due to several tenders won, including a notable order from Andhra Pradesh worth over Rs. 300 crore, of which around Rs. 100 crore is estimated to materialize in the near term.
2 more points from Indo SMC Ltd's call on order book
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What Indo SMC Ltd's management said in earlier quarters
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Potential multibaggers · Q2 FY27
Potential multibaggers in Electrical Equipment
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Indo SMC Ltd Q3 FY26 results?
Target revenue for FY26 is around Rs. FY26 profit expected around Rs.
What is Indo SMC Ltd share price analysis?
Indo SMC Ltd currently shows a neutral. The stock trades at a P/E of 34.0 with a market cap of ₹1,102 Cr. Investors should review the full earnings analysis for detailed insights.
Is Indo SMC Ltd planning capital expenditure?
The company has planned a CAPEX of Rs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.