Sigachi Industries Limited — PPTs, 25-07-2025: Investor Presentation

**Financial Highlights:**

Sigachi reported Q1 FY26 revenue of ₹128.2 Cr (+33.99% YoY) and EBITDA of ₹24.1 Cr (+14.76% YoY). Gross margin was 42.64%, EBITDA 18.79%. A ₹121.0 Cr exceptional loss from a unit fire resulted in a net loss of ₹101.0 Cr for the quarter.

**Strategic Initiatives & Growth Drivers:**

Post-fire, Sigachi realigns for safety and sustainability. Production shifted to Dahej & Jhagadia to ensure continuity. Strong H2 FY26 recovery is anticipated through margin-focused products and efficiency. A new API R&D center will accelerate pipeline delivery, complementing ongoing MCC exports and CCS commercialization efforts.

**Business Developments:**

A fire at the Pashamylaram unit temporarily suspended operations, impacting production. Insurance claims are filed (unrecognized this quarter). The company is providing financial aid and conducting full safety audits across all sites.

**Market Position & Competitive Advantage:**

Sigachi is a global leader in pharma excipients & APIs, leveraging 5 facilities and serving 500+ customers in 65+ countries. Key strengths include its diverse product range, strong customer relationships, and robust quality certifications.

**Investor Implications:**

Q1 saw significant operational disruption and a one-time loss. Management's strategic reset and focus on high-margin segments suggest recovery potential. Monitoring capacity rebalancing and restoration efforts for H2 FY26 will be crucial for performance.