Srigee DLM Ltd
SRIGEE Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
3 of 4 strong
The short version
- FY27 revenue target: INR 100 crores (personal target of management). - FY27 revenue target: INR 100 crores; FY28 target: INR 200 crores, with potential to reach INR 350 crores via new R11 facility by FY29 (Pg.
From Srigee DLM Ltd's Q4 FY26 earnings-call transcript · updated 2 Jul 2026.
Revenue & Sales Performance
- FY27 revenue target: INR 100 crores (personal target of management).
- FY28 revenue target: INR 200 to 250 crores aspiration.
- New R11A facility expansion with INR 50 crores capex aims to reach INR 350 crores peak revenue, potentially by FY29.
- Management expects continued growth beyond INR 350 crores aiming for INR 1,000 crores eventually.
- Current capacity fully utilized; new facility to provide 4x space enabling customer addition and volume growth.
- ODM opportunities expanding in new product segments like hand blenders, home appliances, juicer-mixer-grinders, alongside coolers and mobile phone assembly.
- Polymer compounding and tool room segments expected to contribute significantly to future growth.
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Profitability & Margins
See what Srigee DLM Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- A new manufacturing facility (R11A) is under construction on a 10,850 sq.m plot, targeting commissioning by August 15, 2026, with expectations to significantly expand capacity and revenue.
- Planned capex for this new plant is around INR 50 crores (including land), financed via a mix of INR 17 crores equity from IPO proceeds, debt, and asset sales of smaller plants.
- The new facility aims for peak revenue potential of at least INR 350 crores, conservatively projected by FY29, with scope for vertical expansion (up to FAR 4) allowing future growth beyond INR 1,000 crores turnover.
- Current capex use: 50% of IPO funds utilized by March 31, 2026; balance to be spent by Q2 FY27.
- Additional INR 25 crores capex related to plant expansion expected by March 2027.
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Top-ranked in Industrial Manufacturing
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 capacity is fully utilized, limiting the ability to add new customers or orders.
- Management is in talks with three new customers (two have visited the site), expected to add business after audit clearance.
- Existing clients contribute about 91% of revenue, reduced from 95%, with active efforts on customer diversification.
- Space constraints are a key bottleneck; new larger facility (10,850 sq meters) under construction will enable orderbook expansion.
- Planned commissioning of new facility by August 15, 2026 (may slip but before Diwali), expected to unlock capacity.
- Sales targets: INR 100 crores in FY27, INR 200 crores in FY28, with further scaling possible beyond.
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Frequently Asked Questions
What were Srigee DLM Ltd Q1 FY27 results?
- FY27 revenue target: INR 100 crores (personal target of management). - FY27 revenue target: INR 100 crores; FY28 target: INR 200 crores, with potential to reach INR 350 crores via new R11 facility by FY29 (Pg.
What is Srigee DLM Ltd share price analysis?
Srigee DLM Ltd currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 11.3 with a market cap of ₹46. Investors should review the full earnings analysis for detailed insights.
Is Srigee DLM Ltd planning capital expenditure?
- A new manufacturing facility (R11A) is under construction on a 10,850 sq.m plot, targeting commissioning by August 15, 2026, with expectations to significantly expand capacity and revenue.
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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.