Syrma SGS Technology Limited — Investor Meet, 20-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Syrma SGS posted Q4 revenue of INR947 Cr (+6% QoQ) and FY25 revenue of INR3,836 Cr (+19% YoY), led by Auto, Industrial, and IT segments. EBITDA margin rose to 8.6% for FY25 (Q4 at 12.4%), with PAT at INR184 Cr (4.8% margin). Exports stood at INR860 Cr (~23% of revenue), expected to exceed INR1,000 Cr in FY26. Consumer segment was 35% of revenue, targeted to drop to ~30% next year. Order book at INR5,200-5,400 Cr with strong diversification. Working capital days improved; ROCE at 16%. Management aims 30-35% revenue growth in FY26, focusing on Automotive, Industrial, and exports, with ongoing capex in key locations. Confidence remains on profitable growth despite a soft export environment.