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

Salzer Electronics' Q1 FY26 saw revenue grow 25% YoY to ₹432 Cr. EBITDA rose 32% to ₹41 Cr (10% margin), and PAT climbed 33% to ₹18 Cr (4% margin), driven by strong demand in Industrial Switchgear and Wires & Cables. While smart meter execution faced Q1 delays, management expects the remaining ₹50 Cr order to clear in Q2, with long-term optimism. The company is pushing into EV chargers, aiming for 1,000 units this year, and introduced a new automotive temperature sensor. Despite US tariffs posing a potential 10% revenue impact, diversified markets and core business strength are expected to maintain growth momentum. Management remains confident.