Salzer Electronics Limited — PPTs, 01-11-2025: Investor Presentation

Salzer Electronics reported strong Q2 FY26 consolidated revenue of ₹418.9 Cr, up 21.7% YoY, with H1 revenue rising 22.66% YoY to ₹860.03 Cr. Growth was driven by core businesses and a significant ramp-up in smart meter sales, which reached ₹22 Cr in Q2 and ₹24 Cr for H1. Industrial Switchgear and Wire & Cable segments continue to be major contributors.

Despite Q2 EBITDA margin moderating to 8.73% due to higher input costs and initial scaling expenses for new segments, Q2 consolidated Profit After Tax (PAT) still grew 16.24% YoY to ₹13.39 Cr, with EPS at ₹7.35. H1 consolidated PAT increased 16.52% YoY to ₹30.61 Cr, with EPS at ₹17.13.

Strategically, the company is focused on operational efficiency, working capital optimization, and product portfolio expansion, specifically scaling smart metering operations. A notable recent development is the patent grant for its 'Disconnecting and Earthing Device for High Voltage Applications.' Management is optimistic about sustained double-digit revenue growth for the full year, prioritizing margin improvement and expecting profitability to strengthen with increased volumes and operating efficiencies.