Sarda Energy & Minerals Limited — PPTs, 09-02-2026: Investor Presentation

Sarda Energy & Minerals (SEML) delivered strong 9MFY26 performance with revenue up 30% to Rs 4,437 Cr and profit after tax (PAT) soaring 59% to Rs 954 Cr. Q3FY26 saw a slight dip in revenue (-3% to Rs 1,276 Cr) and PAT (-5% to Rs 190 Cr), mainly due to a planned thermal power plant maintenance. Energy is now SEML's core, contributing over two-thirds of consolidated EBITDA.

SEML is transforming into a vertically integrated Energy-plus-Minerals company. Strategic focus areas include scaling its energy portfolio, expanding mining operations for cost-efficient raw material, and driving sustainability through waste-to-wealth and EV adoption. Capex is underway across renewable energy and mining projects.

Recent highlights include two new Power Purchase Agreements (PPAs) and the 24.9 MW Rehar Hydropower project beginning commercial production on July 8, 2025. The 50 MW captive solar plant is expected to be operational in Q1FY27. SEML boasts strong liquidity of approximately Rs 2,300 Cr and a CRISIL AA-/Positive/A1+ credit rating. Management anticipates improving earnings visibility from incremental capacity additions, with the mineral business eyed as the next significant growth driver.