Sellowrap Industries Limited — PPTs, 30-05-2026: Investor Presentation
**Business Performance:**
Sellowrap, a leading auto component manufacturer for OEMs globally, achieved robust FY26 revenue from operations, growing 23.62% YoY to ₹200.82 Cr. Full-year profit rose 5.37% to ₹10.13 Cr. However, FY26 EPS stood at ₹7.37, down 22.6% YoY, and H2FY26 profitability specifically faced headwinds from geopolitical supply chain disruptions, rising input costs, forex volatility, and increased labor-related cost pressures, leading to a marginal decline in H2 profit and EPS.
**Growth Drivers or Strategy:**
The company's ₹275 Cr+ order book and strategic positioning in India's booming auto component market (projected $200 Bn by 2030) highlight strong growth drivers. Management is implementing structural corrective measures, including price revisions with OEMs, investing in automation, and a cross-functional cost review to optimize operations.
**Management Commentary / Outlook:**
Management expresses confidence for FY27, citing easing headwinds and a more resilient organization. With strong OEM ties and a diverse product portfolio, Sellowrap aims for sustainable, margin-accretive growth, while managing potential geopolitical and forex challenges with discipline.
