Sahasra Electronic Solutions Ltd
Sahasra Electronic Solutions Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #82 of 100 in Industrial Products
See the sector's top 10 — free with your mobile number.
The short version
Sahasra Electronic Solutions expects growth driven by both domestic and export markets. EBITDA margins for the semiconductor business are expected initially at 16%-18%, potentially rising to 20% or more as volume increases.
From Sahasra Electronic Solutions Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Sahasra Electronic Solutions expects growth driven by both domestic and export markets.
- ESMT business aims to maintain healthy EBITDA margins (~16%) and sustain PAT margins around 15-16%.
- Semiconductor business EBITDA expected at 16-18%, with potential rise above 20% as volumes increase.
- ESIM manufacturing contract signed; mass production starting March-April next year with estimated 5-10 million units annually, revenue potential INR 20-25 crores.
- Memory business growth driven by AI demand causing price increase; packaging volumes being ramped up.
- New SMT lines (high-speed) being installed with modular capacity of 150,000 and 100,000 CPH to meet large volume projects.
- Merger of group companies expected to drive integrated growth and improve margins.
- Revenue guidance for FY26 is INR 130 crores, with H1 achieving INR 58.16 crores and expectation of stronger H2.
2 more points from Sahasra Electronic Solutions Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what Sahasra Electronic Solutions Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Phase two capex for semiconductor business is planned at around INR 200 crores.
- Funding plan: INR 100 crores expected as a grant under the India Semiconductor Mission (ISM) Scheme 2.0 (50% grant for packaging and advanced packaging), INR 50 crores from internal accruals, and INR 50 crores from debt financing.
- ISM 2.0 scheme details and approvals expected by end December or early next financial year; activities projected to start in the second or third quarter of next calendar year.
2 more points from Sahasra Electronic Solutions Ltd's call on capex
Create a free account to keep reading this call
Top-ranked in Industrial Products
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 Sahasra Electronic Solutions Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The order book currently appears healthy enough to maintain momentum in the business.
- Focus is on executing existing orders, with new projects such as opto sensor assemblies for a UK company, Solstor, underway.
- Projected revenue for FY26 is INR130 crores, with INR58.16 crores achieved in H1, indicating expectation of better performance in H2.
- Semiconductor business for FY26 expected revenue is around INR50 crores.
- Mass production for eSIM business expected to start from March-April 2026, potentially increasing order volume.
2 more points from Sahasra Electronic Solutions Ltd's call on order book
Create a free account to keep reading this call
Continue your research
What Sahasra Electronic Solutions Ltd's management said in earlier quarters
Others in Industrial Products this season
- Lead Reclaim and Rubber Products Ltd (Q2 FY26)
Revenue from Operations for H1 FY26: ₹2,190 lakhs, up 138.04% YoY (from ₹920 lakhs in H1 FY25) (Page 19) . Key investor presentation takeaways from Lead Reclaim
- Shubhshree Biofuels Energy Ltd (Q2 FY26)
Revenue from operations for H1 FY26: ₹9,604.6 Lakhs . Key investor presentation takeaways from Shubhshree Biofuels Energy Ltd's Q2 FY26 investor presentation —
- De Neers Tools Ltd (Q2 FY26)
H1FY26 Net Sales:** ₹670.4 Mn . Key investor presentation takeaways from De Neers Tools's Q2 FY26 investor presentation — and how it ranks against sector peers.
- WOL 3D India Ltd (Q2 FY26)
Revenue from Operations for H1FY26 is Rs 415 Mn, up 82% YoY from Rs 227 Mn in H1FY25 (Page 9, Page 5). Key investor presentation takeaways from WOL 3D India Ltd
Potential multibaggers · Q2 FY27
Potential multibaggers in Industrial Products
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
Sahasra Electronic Solutions Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Sahasra Electronic Solutions Ltd Q2 FY26 results?
Sahasra Electronic Solutions expects growth driven by both domestic and export markets. EBITDA margins for the semiconductor business are expected initially at 16%-18%, potentially rising to 20% or more as volume increases.
What is Sahasra Electronic Solutions Ltd share price analysis?
Sahasra Electronic Solutions Ltd currently shows a neutral. The stock trades at a P/E of 55.0 with a market cap of ₹781 Cr. Investors should review the full earnings analysis for detailed insights.
Is Sahasra Electronic Solutions Ltd planning capital expenditure?
Phase two capex for semiconductor business is planned at around INR 200 crores.
Keep Sahasra Electronic Solutions Ltd on your radar — track it to get its next earnings analysis in your feed.
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.