Sarda Energy & Minerals Limited — PPTs, 04-08-2025: Investor Presentation

Here's a summary of the Q1FY26 results for Sarda Energy & Minerals Ltd (SEML), presented in an equity analyst style for retail investors:

**Financial Highlights:**

SEML's Q1FY26 consolidated performance was robust: Revenue up 76% to Rs 1,633 Cr, PAT up 120% to Rs 437 Cr. EBITDA surged 108%, with margins at 40.7%. The Energy segment now drives 74% of EBIT. Liquidity is strong (~Rs 1,700 Cr), net debt Rs 1,031 Cr.

**Strategic Initiatives & Growth Drivers:**

SEML is transforming into an energy powerhouse, expanding both thermal and renewable capacities. Plans include doubling IPP Binjkot's capacity, developing two new hydropower projects (48.90 MW), and a 50 MW solar plant. This aggressive expansion underlines its clean energy focus.

**Business Developments:**

A key development is the SKS Power acquisition (IPP Binjkot), diversifying SEML beyond metals and securing 100% captive coal supply. The 24.9 MW Rehar Hydropower project recently commenced production. SEML also reported record quarterly output for Iron Ore Pellets and captive Thermal Power.

**Market Position & Competitive Advantage:**

Strategically positioned in the growing energy sector, SEML's IPP Binjkot plant ranks 10th nationally. Its competitive edge stems from vertical integration in metals and vital coal mine proximity for power plants, ensuring cost advantages. Minerals are identified as a future growth lever.

**Investor Implications:**

The robust Q1FY26 financial results, driven by SEML's strategic pivot towards energy and impactful acquisitions, indicate significant positive growth potential. Strong operational execution and sound financials suggest a resilient outlook for investors.