Sharda Motor Industries Limited — PPTs, 11-08-2025: Investor Presentation

Here's a summary of the announcement:

**1. Financial Highlights:**

SMIL’s Q1 FY26 consolidated revenue rose 10% year-on-year to ₹756.2 Cr, with Profit After Tax (PAT) surging 30% to ₹99.9 Cr. EBITDA stood at ₹98.4 Cr, demonstrating strong profitability. For FY25, total revenue was ₹2,836.6 Cr, and EBITDA reached ₹396.4 Cr. Gross tangible assets stood at ₹504 Cr in FY25.

**2. Strategic Initiatives & Growth Drivers:**

The company is aggressively scaling its Lightweighting Vertical with new plant setups and focusing on advanced processes. Future growth is anticipated from the 'China+1' trend boosting exports to Europe & USA, tightening global emission norms (BS7, TREM V), and a drive for localization, presenting significant market opportunities.

**3. Business Developments:**

SMIL secured substantial new orders in FY25: a $7M annual contract for its Global Business Vertical, a $4M annual deal for Lightweighting with a fast-growing PV company, and a $4.2M annual order for Emission Control from a major off-highway manufacturer. These new projects are set to begin production from Q3/Q4 FY26.

**4. Market Position & Competitive Advantage:**

SMIL holds a strong market position with approximately 30% value market share in PV & LCV Exhaust Systems and 12.5% in Control Arms. Its network of 8 manufacturing facilities, advanced R&D centers, and deep-rooted relationships with leading OEMs reinforce its leadership and quality recognition.

**5. Investor Implications:**

These positive financial outcomes and strategic new order acquisitions highlight SMIL's significant growth potential. The company's focus on expanding in high-growth areas like lightweighting and global exports, combined with its strong market position, positions it favorably for sustained performance.