Salzer Electronics Limited — Investor Meet, 30-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Salzer Electronics reported FY26 revenue of INR 1,758 Cr (+24% YoY) and PAT of INR 54 Cr (+3% YoY). Q4 revenue rose 26% to INR 474 Cr. Despite commodity price volatility impacting margins, management aims for FY27 revenue of INR 2,000-2,100 Cr and 9-9.5% EBITDA margin, with price hikes expected to stabilize margins by Q2. Strategic priorities include high-margin industrial switchgear, scaling smart metering (INR 45 Cr last year), and EV charging (targeting INR 25 Cr in FY27). Acknowledging debt concerns, management remains confident in long-term growth driven by infrastructure and energy transition.