Indo SMC Ltd
Indo SMC Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #34 of 58 in Electrical Equipment
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What the Q4 FY26 call signalled
4 of 5 strong
The short version
Target to reach INR 1,000 crores revenue in the next 3 years, implying ~50% growth. Revenue growth target: Indo SMC aims to grow from current levels (~INR450-500 crores in FY27) to INR1,000+ crores in the next 3 years, targeting about 50% CAGR.
From Indo SMC Ltd's Q4 FY26 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Target to reach INR 1,000 crores revenue in the next 3 years, implying ~50% growth.
- FY27 revenue target set between INR 450 crores to INR 500 crores.
- Order book expected to maintain current levels, with gradual addition of new orders.
- Focus on high-value products like CT PT, bus ducts, meter cubicles to sustain better margins and growth.
- Expansion planned in utilities and electrical distribution markets, including solar power and transmission.
- Export market expansion targeted in Gulf, Africa, Europe, US starting September onwards.
- Capex underway in SMC, FRP, and engineering units to enable revenue beyond INR 750 crores when fully operational.
- Trial orders expected in the aerospace and automotive industries, potential for long-term growth.
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
- Indo SMC Limited plans capex in SMC, FRP, and electrical engineering units to increase capacity and product range.
- A 2,000-ton press machine is expected to arrive within 2-3 months for manufacturing larger products, including railway products.
- Capex includes new machines and testing units for 11kV and 33kV electrical products.
- FRP unit expansion with pultrusion and hand molding units will target telecom and railway sectors.
- Initial capex of around INR 25 crores post-IPO is planned to enhance machinery and automation.
- Nashik plant expansion is underway with added space and machinery to meet growing order book.
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 March 31, FY26, Indo SMC's order book stood at approximately INR237 crores.
- An additional INR125 crores worth of fresh orders has been added from April 1 to May 20, totaling around INR360 crores.
- Recent individual orders typically range from INR3-4 crores, with some orders up to INR10-15 crores.
- For FY27, the company is targeting to maintain and execute orders around INR450 to INR500 crores.
- Orders are being taken in smaller batches due to the geopolitical situation and are aimed at 2-3 months clearance to manage price fluctuations and supply.
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
Others in Electrical Equipment this season
- Akanksha Power & Infrastructure Ltd (Q4 FY26)
Reported sales for FY 2025-26: ₹91.62 Crore, a 16.36% increase from ₹78.74 Crore in FY 2024-25. Key investor presentation takeaways from Akanksha Power's Q4 FY2
- Vivid Electromech Ltd (Q4 FY26)
Revenue for H2 FY26: ₹130.20 Crore, up 28.16% YoY from H2 FY25. Key investor presentation takeaways from Vivid Electromech Ltd's Q4 FY26 investor presentation —
- Eppeltone Engineers Ltd (Q4 FY26)
1,347.4 Mn, reflecting 8.4% YoY growth over FY25 (Rs. Key investor presentation takeaways from Eppeltone Engineers's Q4 FY26 investor presentation — and how it
- Aartech Solonics (Q4 FY26)
Standalone: ₹1,746.10 Lakhs (vs ₹1,012.96 Lakhs in Q4FY25) . Key investor presentation takeaways from Aartech Solonics's Q4 FY26 investor presentation — and how
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 Q4 FY26 results?
Target to reach INR 1,000 crores revenue in the next 3 years, implying ~50% growth. Revenue growth target: Indo SMC aims to grow from current levels (~INR450-500 crores in FY27) to INR1,000+ crores in the next 3 years, targeting about 50% CAGR.
What is Indo SMC Ltd share price analysis?
Indo SMC Ltd currently shows a moderate growth signal based on ranking data. 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?
Indo SMC Limited plans capex in SMC, FRP, and electrical engineering units to increase capacity and product range.
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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.