Suprajit Engineering Limited — Investor Meet, 18-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Suprajit's Q2 FY26 earnings call reflected strong operational performance. Consolidated H1 revenue (excluding SCS) rose 6.4% to INR 1,605 crore. SCD revenue grew 7%, with EBITDA jumping 50% to 11.6%. Electronics division saw revenue climb 36% and EBITDA soar 251% to 13.5%. While Phoenix Lamps faced export headwinds, a competitor's bankruptcy could offer future opportunities. SCS reported INR 109 crore revenue for the quarter, reducing its EBITDA loss to INR 6.7 crore, aiming for breakeven by Q4 FY26. Management is confident in ongoing restructuring, new tech (sensors, actuators), and market share gains, expecting H2 to be better than H1.