SEDEMAC Mechatronics Presents Investor Presentation for FY26 Results & Outlook
SEDEMAC Mechatronics reported strong FY26 results with revenue at ₹1,058 crore (up 36% 3yr CAGR) and PAT at ₹104 crore. Q4FY26 revenue grew 60% YoY to ₹288 crore, with PAT at ₹32 crore. The company is expanding manufacturing capacity and anticipates continued growth in FY27, driven by ISG ECUs and EV products, while managing potential supply chain pressures.
The announcement provides detailed financial results, business updates, and future outlook, which are crucial for investors and stakeholders. The significant financial growth and expansion plans indicate a material impact on the company's trajectory.
The company reported significant year-on-year growth in revenue, EBITDA, and PAT for Q4 FY26 and FY26. Positive outlook for FY27 and expansion plans further contribute to a positive sentiment.
SEDEMAC Mechatronics Limited has released an investor presentation detailing its audited financial results for the quarter and financial year ended March 31, 2026. The presentation includes comprehensive business updates and future outlook.
The company reported significant financial growth for Q4 FY26, with revenue from operations at ₹288 crore, a 60% year-on-year increase. EBITDA stood at ₹61 crore, up 244% YoY, and Profit After Tax (PAT) was ₹32 crore, a 103% YoY increase. For the full financial year FY26, revenue from operations reached ₹1,058 crore, a 36% CAGR over three years. EBITDA was ₹222 crore, with PAT at ₹104 crore. The Return on Capital Employed (RoCE) was reported at 40% for FY26.
The presentation highlighted key product developments and market penetration. This includes the ramp-up of ISG ECU for ICE 3W, widespread penetration in the domestic ICE 3W market with export plans, and the ramp-up of E3W MCU and E2W MCU. The company also noted the market launch and ramp-up of EFI ECU for the North America genset market and significant ramp-up of ISG+EFI ECU. The number of 2/3W with ISG in India has grown to 8.4 million in FY26 from 5.1 million in FY23, with SEDEMAC contributing over 80% of this growth. Three of the top four 2W OEMs in India now use their sensorless ISG.
Looking ahead to FY27, SEDEMAC anticipates further growth drivers such as the introduction of ISG ECUs on variants of popular motorcycle models and the ramp-up of ISG ECUs for export 3Ws. Potential dampeners include semiconductor supply chain tightening and commodity price inflation, which may lead to mild EBITDA margin pressure. The company also noted potential negative impacts from El Nino on the Indian monsoon and the US hurricane season affecting the generator market.
SEDEMAC is expanding its manufacturing capacity with new plants in Chakan, Pune (MF3 and MF4) and land acquisition in Shoolagiri. MF3 is expected to start shipments in Q2FY27, and MF4 in Q3FY27. The company expressed confidence in its growth trajectory, driven by internal accruals and debt, and highlighted its focus on product development. The risk assessment survey indicated that the highest risks are considered low to medium, and customer concentration is decreasing.
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SEDEMAC Mechatronics Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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