Shera Energy Limited — Investor Meet, 13-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Shera Energy's Q1 FY26 call highlighted strong performance with ~22% volume growth and improved EBITDA margins, expected to sustain. Management anticipates a stronger H2. Exports (7-10% of revenue) are not US-dependent. India's capacity utilization is 75-80%. The Shera Zambia copper plant (1,200 MT/year) is set to begin production by Q3, projecting ~INR 50 Cr revenue this FY with 10%+ margins. New cable capacity also commences Q3/Q4, targeting INR 30-70 Cr revenue. Management is confident in maintaining 30-40% growth for the next decade, driven by capacity expansion and import substitution initiatives.