Sandhar Technologies Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sandhar Technologies reported 21% Q1 FY26 revenue growth, though EBITDA was impacted by INR 10.5 Cr in new project/acquisition costs, INR 4.5 Cr forex loss, and other one-off items. Acquired Sundaram-Clayton contributed INR 103 Cr revenue with 4% EBITDA, aiming for 6-6.5% by year-end. Overseas operations incurred a EUR 1.06 million loss, but cost reduction efforts are underway. Management targets 0.5% consolidated EBITDA margin improvement for FY26. The company plans a QIP of up to INR 500 Cr for strategic acquisitions with ROCE over 18% post-tax. Strategic verticalization of businesses like die casting and sheet metal is underway for focused growth. Q2 outlook is positive as one-offs subside and new ventures stabilize.