Sedemac Mechatronics Ltd
Sedemac Mechatronics Ltd Q4 FY26 Results & Concall Highlights: Capex ₹227 Cr
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
2 of 3 strong
The short version
FY27 outlook shows growth driven by increased ISG penetration on more two-wheeler models, especially top models, and continued growth in electric two-wheeler MCU sales. FY26 showed strong financials with 61% revenue growth to ₹1,058 crore and over 20% EBITDA margin.
From Sedemac Mechatronics Ltd's Q4 FY26 earnings-call transcript · updated 23 Sept 2026.
Revenue & Sales Performance
- FY27 outlook shows growth driven by increased ISG penetration on more two-wheeler models, especially top models, and continued growth in electric two-wheeler MCU sales.
- Revenue expected to grow from both mobility (two and three-wheelers, ICE and electric) and industrial (genset) segments.
- Outdoor demand in gensets depends on external factors like US hurricane season; growth varies accordingly but industry is generally stable.
- Expansion of manufacturing capacity (e.g., Shoolagiri plant) aims to enable up to 3x growth in ECU production.
- Current exports mainly in genset space (~$10 million FY26); plans to increase relevance in global two-wheeler markets including Japan and potentially China.
- Incremental growth to rely on fresh control technologies with widespread adoption.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Sedemac Mechatronics Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- SEDEMAC has made cumulative plant CapEx of ₹227 crore till March 2025, which supports current revenue generation (~₹1058 crore).
- MF3 plant (120,000 sq ft) is designed to produce ECUs and offers a 3x capacity growth opportunity compared to the current mother plant (40,000 sq ft).
- MF4 will produce electric machines (motors) for the two-wheeler industry, with shipments expected to start from Q3 of the financial year.
- Land acquired in Shoolagiri for future expansion to serve customers in southern India.
- Plant CapEx and line equipment will be done based on business forecasts; no fixed guidance on utilization or revenue from new plants.
- No specific future CapEx budget numbers disclosed for FY27 and FY28 as investments depend on business demand.
2 more points management made on capital expenditure plans
Top-ranked in Auto Components
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 Sedemac Mechatronics Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company does not maintain or provide a traditional order book as seen in project businesses.
- Automotive industry operates with suppliers being enlisted for specific critical parts.
- OEMs give broad indications of demand for the year and quarter, but firm orders are typically given only for the short term (monthly).
2 more points management made on order book & pipeline
Sedemac Mechatronics Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹288 Cr, net profit ₹32 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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Frequently Asked Questions
What were Sedemac Mechatronics Ltd Q4 FY26 results?
FY27 outlook shows growth driven by increased ISG penetration on more two-wheeler models, especially top models, and continued growth in electric two-wheeler MCU sales. FY26 showed strong financials with 61% revenue growth to ₹1,058 crore and over 20% EBITDA margin.
What is Sedemac Mechatronics Ltd share price analysis?
Sedemac Mechatronics Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 118.2 with a market cap of ₹13,904 Cr. Investors should review the full earnings analysis for detailed insights.
Is Sedemac Mechatronics Ltd planning capital expenditure?
SEDEMAC has made cumulative plant CapEx of ₹227 crore till March 2025, which supports current revenue generation (~₹1058 crore).
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.