SEDEMAC Mechatronics Limited — PPTs, 18-05-2026: Investor Presentation

Here's a summary of the SEDEMAC Mechatronics investor presentation, tailored for retail investors:

**Business Performance:**

SEDEMAC showcased strong growth for FY26, with revenue from operations reaching INR 1,058 Cr, a significant jump of 61% year-over-year. Profit After Tax (PAT) also surged by an impressive 119% YoY to INR 104 Cr. The Mobility segment, particularly ISG ECUs for 2/3 wheelers, was a key contributor, alongside strong performance in the Industrial segment.

**Growth Drivers or Strategy:**

The company is focused on expanding its product portfolio in both existing and new markets. Key areas include ramping up ISG ECUs for ICE 3-wheelers and venturing into the electric 2/3-wheeler market with MCUs. In the industrial segment, market penetration of EFI ECUs for the North American genset market is a strategic priority.

**Recent Developments:**

SEDEMAC is preparing for future growth with new manufacturing facilities planned in Chakan and Shoolagiri, expected to commence shipments from Q2FY27 and Q3FY27 respectively. The company is also developing products for electric LCVs and power tools, with initial business wins secured.

**Key Financial Metrics:**

For FY26, Revenue from operations stood at INR 1,058 Cr. EBITDA was INR 222 Cr, and PAT was INR 104 Cr. Return on Capital Employed (RoCE) was a healthy 40%.

**Management Commentary / Outlook:**

The outlook for FY27 appears positive, with expected introductions of SEDEMAC ISG ECUs in popular motorcycle models and continued growth in e2W MCUs. While facing some dampeners like potential semiconductor supply chain tightening and commodity price inflation, the company anticipates continued revenue and profitability growth. Risk assessment surveys indicate that key risks are considered low to medium.