Sigachi Industries Limited — Investor Meet, 20-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sigachi Industries reported Q1 FY27 operating income of INR 121.27 Cr, EBITDA of INR 16.5 Cr (13.6% margin), and PAT of INR 8.14 Cr (6.76% margin). MCC realization increased to INR 241.36/kg. Management reaffirmed FY27 revenue guidance of INR 650-675 Cr and 18% EBITDA margin, anticipating H2 ramp-up driven by high-margin APIs and improved MCC utilization.

Capacity expansion is on track, with Dahej-2 MCC (12,000 MT/annum) expected by Q2 FY28, and a new Croscarmellose Sodium (CCS) facility (1,800 tons) advancing, targeting >25% margins. The company launched HiCel SMCC Nutra, a new high-value excipient. Insurance claims for the Hyderabad incident are expected by September. Management projects strong demand and higher realizations for its offerings.