Sigachi Industries Limited — Investor Meet, 01-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sigachi's Q1 FY26 revenue rose to INR 128 Cr, and EBITDA increased to INR 24 Cr. However, the company reported a net loss of INR 101 Cr, primarily due to a INR 121 Cr provision for the unfortunate June 30 fire incident at its Hyderabad unit. This unit, representing 29% of total capacity, is expected to resume operations in six months, with production reallocated to other facilities. Management anticipates a net revenue impact of INR 40 Cr. Insurance claims (INR 90 Cr for assets, INR 25 Cr for business interruption) are expected to largely offset the financial impact on the bottom line. Other growth initiatives, including R&D, CCS, and API expansion, remain on track, supported by strong customer relations.