SEDEMAC Mechatronics Limited — PPTs, 02-07-2026: Investor Presentation

Here's a summary of SEDEMAC Mechatronics Limited's investor presentation, focusing on key highlights for retail investors:

**Business Performance:**

SEDEMAC has shown robust financial performance, with Q4FY26 revenue jumping 60% YoY to INR 288 Cr, driven by strong growth in both its Mobility and Industrial segments. For the full year FY26, revenue surged 61% YoY to INR 1,058 Cr, with EBITDA and PAT also showing significant increases. The company's Return on Capital Employed (RoCE) stands impressively high at 40%.

**Growth Drivers or Strategy:**

Key growth drivers include the increasing penetration of their Integrated Starter Generator (ISG) ECUs in the 2/3-wheeler market and the ramp-up of Electric 2/3-wheeler (E2W/E3W) MCUs. The company is also focusing on expanding into new markets like North America for its genset controllers.

**Recent Developments:**

Significant developments in FY26 include the widespread adoption of SEDEMAC's ISG ECU in domestic ICE 3-wheelers and early penetration into the EV market with E3W MCUs and E2W MCUs. They also saw market launch and ramp-up of EFI ECUs for the North American genset market.

**Key Financial Metrics:**

FY26 Revenue: INR 1,058 Cr (up 61% YoY)

FY26 EBITDA: INR 222 Cr (up 78% YoY)

FY26 PAT: INR 104 Cr (up 119% YoY)

Q4FY26 Revenue: INR 288 Cr (up 60% YoY)

Q4FY26 EBITDA: INR 61 Cr (up 244% YoY)

Q4FY26 PAT: INR 32 Cr (up 103% YoY)

**Management Commentary / Outlook:**

SEDEMAC anticipates continued growth in FY27, with new ISG ECU introductions on popular motorcycle models and further expansion in E2W MCUs. While expecting some margin pressure due to commodity price inflation, the company sees "FY27 Looking Good" with strong demand visibility. New plant expansions are in progress to support future growth.