Sejal Glass Ltd
Sejal Glass Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Sejal Glass targets over 25% growth in revenue next year, potentially exceeding this with new acquisitions. Sejal Glass targets consolidated EBITDA margin of around 18% for next year, with potential to increase by 0.5% due to new acquisitions and capacity expansion.
From Sejal Glass Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Sejal Glass targets over 25% growth in revenue next year, potentially exceeding this with new acquisitions.
- India business has potential to reach INR150 crores revenue at optimal utilization.
- UAE unit expects additional 20-30 million AED business next year with new tempering capacity.
- Consolidated EBITDA margins targeted around 18%, with possibility of a 0.5% increase due to acquisitions.
- Q4 seen as strongest quarter contributing to revenue growth.
- New product lines like fire-rated and bulletproof glass expected to contribute meaningfully from Q3 FY27.
- Real estate, infrastructure, railway, and data center sectors are key growth drivers.
- Acquisitions of Glasstech units (Taloja, Erode) expected to stabilize and contribute significatively starting FY27.
- Expansion focuses on maintaining margins while increasing capacity utilization and product mix.
Profitability & Margins
See what Sejal Glass Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Sejal Glass is adding a tempering line in the UAE, expected to commence in Q1 FY27, to increase toughening capacity and boost business by 20-30 Mn AED next year.
- The company is focusing on niche, high-value products like fire-rated glass (with a Spain technology partner), bulletproof glass (testing completed), and digital printed glass (already in production at Taloja).
- Fire-rated product manufacture to start around Q1 FY27; these niche segments expected to contribute meaningfully to profitability starting Q3 FY27.
- Capacity utilization in India’s acquired units (Taloja and Erode) is currently low and undergoing re-engineering; significant growth expected post stabilization in FY27.
- No specific timelines or amounts disclosed for other capital investments; focus remains on capacity expansion and product diversification to improve margins and revenues.
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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 Sejal Glass Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The transcript does not specifically mention the current or expected order book value or detailed pending orders figures for Sejal Glass Limited.
- However, it indicates an optimistic outlook on growing demand fueled by real estate, infrastructure, and data center projects.
- The management is expecting strong revenue growth next year, targeting over INR 400 crores topline for FY26 and aiming for a 25%+ growth in the following year.
- New acquisitions and capacity expansions, including in the UAE and India, are expected to contribute to increased order capacity and utilization.
- Product approvals (e.g., railway-grade glass) and entry into niche high-value segments (fire-rated, bulletproof glass) suggest a healthy inflow of new orders.
- The business sees continuous bidding/tendering activity in railway and infrastructure segments indicating a pipeline of potential orders.
Sejal Glass Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹115 Cr, net profit ₹11 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Sejal Glass Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Sejal Glass Ltd Q3 FY26 results?
Sejal Glass targets over 25% growth in revenue next year, potentially exceeding this with new acquisitions. Sejal Glass targets consolidated EBITDA margin of around 18% for next year, with potential to increase by 0.5% due to new acquisitions and capacity expansion.
What is Sejal Glass Ltd share price analysis?
Sejal Glass Ltd currently shows a neutral. The stock trades at a P/E of 25.9 with a market cap of ₹816 Cr. Investors should review the full earnings analysis for detailed insights.
Is Sejal Glass Ltd planning capital expenditure?
Sejal Glass is adding a tempering line in the UAE, expected to commence in Q1 FY27, to increase toughening capacity and boost business by 20-30 Mn AED next year.
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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.