Sahasra Electronic Solutions Limited — Investor Meet, 21-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sahasra Electronic Solutions delivered satisfying H1FY26 results: INR 58.16 Cr turnover, 12.63% EBITDA, and 15.49% PAT. The company is shifting focus to the domestic market (now 45-50% revenue) and diversifying into EV, automotive, and industrial segments. Two new SMT lines are planned for INR 15 Cr to boost capacity. The semiconductor subsidiary anticipates eSIM mass production from Q1FY27 and expects recovery in the memory business. Management plans a merger of unlisted group entities for integration and shareholder value. Future INR 200 Cr capex for semiconductors is envisioned with significant government grants. The outlook highlights strategic growth and operational efficiency.