Any current/future capex/capital investment/strategic investment?

The company has approved the acquisition of 26% equity in Emerge Solar One Private Limited for Rs. 1.28 crore. This investment is aimed at providing captive solar power to the Tamil Nadu plant (Perundurai), with expected savings of around Rs. 2.5 per unit and a payback period of 15 to 24 months. Sahyadri Industries is expanding capacity with new plants: - Wada plant expected to start in Q4 FY26 and will take about two years to reach 75% capacity utilization by FY28. - Additional capacity expansions are planned in Eastern (Odisha for asbestos) and Northern (Palghar for non-asbestos) region

Any current/future new fundraising through debt or equity?

There is no mention of any current or planned fundraising through debt or equity in the transcript. The company has not discussed raising capital via equity or debt during the Q2 FY25 earnings call held on November 11, 2024. The focus remains on operational efficiencies, capacity expansion, and strategic investments such as the acquisition of 26% stake in Emerge Solar One Private Limited for captive solar power. No questions or answers in the Q&A session indicate any upcoming fundraising plans. The company is concentrating on improving market presence and demand revival rather than capital rai

Future growth expectations in sales/revenue/volumes?

Sahyadri Industries expects demand revival in the future despite current macroeconomic headwinds affecting market demand and pricing. Management is working aggressively to regain past performance levels, targeting growth towards Rs. 1000 crores in the next 5 years. Expansion plans include adding capacity in Eastern and Northern regions, with new plants in Odisha (asbestos) and Palghar (non-asbestos). The Wada plant is expected to start operations by Q4 FY26, reaching 75% capacity utilization by FY28, without impacting existing capacity. Second half of FY25 is anticipated to show improvement in

Future growth expectations in earnings/operating earnings/profits/EPS?

The company expects an improvement in EBITDA margins and operational performance as raw material prices stabilize and pricing improves from Q3 FY25 onwards. Second half of FY25 is anticipated to be better due to improved pricing and demand spikes post-Diwali. They aim to achieve Rs. 1000 crores in revenue within the next 5 years, indicating long-term growth targets. Value-added product segment margins are expected to increase to around 25%, significantly higher than standard products. Rural economy recovery is crucial for volume growth; improvement post-election and good monsoon anticipated. A

Sahyadri IndustrQ2 FY25Other Construction Materials

Sahyadri Industr Q2 FY25 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹342.5P/E: 8.3Market Cap: ₹375 CrSector: Other Construction Materials

Management growth scorecard

Revenue

Category 4

Margin

Category 3

Fundraise

N/A

Order

N/A

Capex

Yes

1 of 3 growth signals are positive — mixed outlook.

Full analysis

Revenue guidance

Category 4

Sahyadri Industries expects demand revival in the future despite current macroeconomic headwinds affecting market demand and pricing.
Management is working aggressively to regain past performance levels, targeting growth towards Rs. 1000 crores in the next 5 years.
Expansion plans include adding capacity in Eastern and Northern regions, with new plants in Odisha (asbestos) and Palghar (non-asbestos).
The Wada plant is expected to start operations by Q4 FY26, reaching 75% capacity utilization by FY28, without impacting existing capacity.
Second half of FY25 is anticipated to show improvement in demand and pricing supported by rural economy recovery post-elections and monsoon.
The company is focusing on value-added products, aiming to increase contribution to 25% of sales with higher margins.
Capacity additions coincide with expected market demand; there is no concern of oversupply or increased competition in their operating markets.

Margin guidance

Category 3

The company expects an improvement in EBITDA margins and operational performance as raw material prices stabilize and pricing improves from Q3 FY25 onwards.
Second half of FY25 is anticipated to be better due to improved pricing and demand spikes post-Diwali.
They aim to achieve Rs. 1000 crores in revenue within the next 5 years, indicating long-term growth targets.
Value-added product segment margins are expected to increase to around 25%, significantly higher than standard products.
Rural economy recovery is crucial for volume growth; improvement post-election and good monsoon anticipated.
Acquisition of Emerge Solar One aims to reduce power costs, improving operational efficiency.
Capacity expansion through new plants (e.g., Wada plant by FY26) will gradually increase capacity utilization and support volume growth.
Overall, long-term outlook is positive but dependent on macroeconomic factors and rural demand revival.

See what Sahyadri Industr management said on margin guidance — free account, 30 seconds.

Fundraise plans

There is no mention of any current or planned fundraising through debt or equity in the transcript.
The company has not discussed raising capital via equity or debt during the Q2 FY25 earnings call held on November 11, 2024.
The focus remains on operational efficiencies, capacity expansion, and strategic investments such as the acquisition of 26% stake in Emerge Solar One Private Limited for captive solar power.
No questions or answers in the Q&A session indicate any upcoming fundraising plans.
The company is concentrating on improving market presence and demand revival rather than capital raising.

Order book

The transcript and pages provided from Sahyadri Industries Limited's Q2 FY25 Earnings Conference Call and related documents do not contain any specific information regarding the current or expected order book or pending orders of the company. The discussion primarily focuses on financial performance, raw material prices, capacity utilization, market demand, pricing pressures, expansions, and operational challenges. Hence, no details on order book or pending orders are mentioned in the available pages.

See what Sahyadri Industr management said on order book — free account, 30 seconds.

Capex plans

Yes

The company has approved the acquisition of 26% equity in Emerge Solar One Private Limited for Rs. 1.28 crore. This investment is aimed at providing captive solar power to the Tamil Nadu plant (Perundurai), with expected savings of around Rs. 2.5 per unit and a payback period of 15 to 24 months.
Sahyadri Industries is expanding capacity with new plants:
- Wada plant expected to start in Q4 FY26 and will take about two years to reach 75% capacity utilization by FY28.
- Additional capacity expansions are planned in Eastern (Odisha for asbestos) and Northern (Palghar for non-asbestos) regions with Rs. 95 crores allocated for each facility.
These expansions are targeted at entering new markets rather than increasing capacity in existing areas, thus expected to support growth without hurting current capacity utilization.

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