Sadhav Shipping Ltd
Sadhav Shipping Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY '27 revenue expected to increase by 15% to 20%, targeting around INR115-120 crores. For FY '27, Sadhav Shipping targets a 15% to 20% revenue growth, aiming for around INR115-120 crores.
From Sadhav Shipping Ltd's Q4 FY26 earnings-call transcript · updated 1 Sept 2026.
Revenue & Sales Performance
- FY '27 revenue expected to increase by 15% to 20%, targeting around INR115-120 crores.
- EBITDA margin targeted to improve to 30% in FY '27 through operational efficiencies and ERP implementation.
- Current order book stands at INR400 crores, spilling over the next 7 years.
- Growth driven by confirmed contracts, especially in offshore and port businesses.
- New vessel additions contingent on confirmed contracts; focus on smaller vessels for current expansions.
- Delay in new business and fleet additions due to geopolitical and cost pressures.
- No specific targets set beyond FY '27, given market uncertainties.
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Profitability & Margins
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Capital Expenditure Plans
- Sadhav Shipping is planning a major capex of about INR 5,000 crores in a shipbuilding and ship repair joint venture with UPG Group, based in Singapore/Malaysia. This is a phased investment linked to establishing a shipyard and offshore supply base in Odisha. Timeline for initial activities post land allotment is around 18 months.
- The company formed a 26% JV named United Sadhav Integrated Maritime Private Limited with UPG for this purpose.
- They are also placing orders for smaller vessels aligned with confirmed contracts, primarily for port services.
- Large asset acquisitions like OSVs will only be made post-confirmed contracts.
- They are building a war chest to wait out high asset pricing before making significant vessel purchases.
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Top-ranked in Transport Services
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
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Order Book & Pipeline
- Current order book as of 31st March 2026 is approximately INR 400 crores.
- The order book spans execution timelines ranging from 3 to 10 years, with some contracts extending up to FY '30 or FY '31.
- Major ongoing contracts include offshore supply vessels Sadhav Anusha and Canara Pride, with contracts running up to FY '28 and FY '29.
- Recently secured JNPT contract of INR 17.5 crores with mobilization of four vessels planned.
- Additional contracts include port services at Chennai and Paradip ports; Chennai port contract valued at about INR 8.5 crores.
- The company is exploring new tenders in oil and gas sectors but notes that the tender flow is currently slow.
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Sadhav Shipping Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹34 Cr, net profit ₹3 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Sadhav Shipping Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Sadhav Shipping Ltd Q4 FY26 results?
FY '27 revenue expected to increase by 15% to 20%, targeting around INR115-120 crores. For FY '27, Sadhav Shipping targets a 15% to 20% revenue growth, aiming for around INR115-120 crores.
What is Sadhav Shipping Ltd share price analysis?
Sadhav Shipping Ltd currently shows a neutral. The stock trades at a P/E of 12.5 with a market cap of ₹185 Cr. Investors should review the full earnings analysis for detailed insights.
Is Sadhav Shipping Ltd planning capital expenditure?
Sadhav Shipping is planning a major capex of about INR 5,000 crores in a shipbuilding and ship repair joint venture with UPG Group, based in Singapore/Malaysia.
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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.