Sat Kartar Shopping Limited — Investor Meet, 03-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sat Kartar announced strong H1 FY'26 results with consolidated revenue up 18% YoY to INR 91.9 Cr. PAT margin nearly doubled to 8.81% from 5% in H1 FY'25. Despite a ~INR 6 Cr revenue hit in May due to geopolitical issues, the company projects INR 200+ Cr revenue for FY'26 and INR 500+ Cr by FY'28. PAT margin is targeted to reach 12-15% by FY'27 and 18-20% by FY'28, driven by operational efficiency and AI.

Strategic initiatives include an R&D-focused manufacturing unit and entry into Ayurveda hospitals, aiming for 300 beds by Q4 FY'27. AI rollout is complete, expected to enhance CRM and drive growth. Management emphasized a system-driven, scalable model with growing repeat customer rates, building an integrated health and wellness ecosystem.