Sharda Motor Industries Limited — PPTs, 09-02-2026: Investor Presentation

Sharda Motor posted strong Q3 FY26 results with Revenue up 28% YoY to ₹882 Cr and PAT rising 8% YoY to ₹81 Cr. For the first nine months of FY26, revenue climbed 16% YoY to ₹2,425 Cr, and PAT grew 11% YoY to ₹256 Cr. The company maintains solid market leadership in PV & LCV Exhaust Systems (~30%) and Control Arms (~12.5%).

Growth is fueled by strategic plays in Lightweighting, including a new Technology License Agreement with Donghee Industrial Co. Ltd. to expand its product portfolio and boost content per vehicle. The Global Business Vertical is leveraging the 'China+1' trend to penetrate USA and European markets with its emission control products. Recent wins include multiple significant new orders in FY25-FY26, collectively valued at over $60 million annually and $300 million lifetime, from key clients like North American engine manufacturers and leading PV companies.

Management is focused on scaling Lightweighting, driving export growth, capitalizing on tightening emission norms like TREM V, and exploring M&A in powertrain-agnostic areas.