Sharat Industries Limited (519397) Earnings Call Transcripts

Sharat Industries Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Sharat Industries Limited reported a revenue increase of approximately 25% year-on-year to INR 117.24 crores, driven by strong export demand despite geopolitical challenges. For the full fiscal year, revenue rose 38% to INR 524.7 crores, with profit after tax growing 60% to INR 15.90 crores, resulting in an EPS of INR 4.06. Management highlighted tariff reductions in the U.S. and a positive outlook for the EU market, although they acknowledged challenges from rising raw material costs and geopolitical disruptions.

Reported metrics

Guidance from management

Management is targeting annual export revenues of up to INR 1,000 crores for FY '27, supported by deeper penetration in key markets and a focus on value-added products.

What management said

Thank you for your question. So we had approximately 20 containers of shipments that were originally planned for exports in the Middle East in Q4. Of that, about half of those containers had to be rerouted to alternate destinations as it was advised by our customers to pause shipments considering the escalation of the war. In the other half, about 5 containers were already in transit, and we had to work closely with ...

Okay. So in our existing markets where we've already had a long-standing presence, we have managed to add clients. For example, in Russia, we added 2 new clients during the year gone by. We also penetrated a new market in the form of China for a new product range altogether, which is Black Tiger Shrimp. In that context, we have worked with 5 customers so far in the year gone by and intend to penetrate the market deep...

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical tensions on sales and the rising costs of raw materials. There were questions about how these factors might affect future profitability and market share in a competitive landscape.

Main topics on the call

• Revenue Growth — Sharat Industries achieved a revenue growth of approximately 25% year-on-year in Q4, totaling INR 117.24 crores, and a 38% increase for the full year to INR 524.7 crores. Management stated, "Revenue for the quarter still...
• Profitability Improvement — Profit after tax grew by approximately 60% to INR 15.90 crores for FY '26, reflecting strong operational leverage. Management noted, "This reflects the operating leverage our integrated model generates over a full cycle....
• Impact of Geopolitical Events — The conflict in the Middle East disrupted shipments, affecting Q4 sales. Management indicated that approximately 20 containers were impacted, stating, "We had to repack orders and divert shipments to alternate markets, w...
• Tariff Reductions and Market Opportunities — Tariffs on Indian shrimp exports to the U.S. were reduced from 50% to 10%, enhancing competitiveness. Management highlighted, "The U.S. remains India's largest seafood market... this is a positive development that improv...

Read the full Sharat Industries Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 2 Sharat Industries Limited earnings call transcripts on record, spanning February 18, 2026 to June 1, 2026. The most recent call on file is dated June 1, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

519397

Exchange

BSE

Country

IN

Sector

Consumer Staples

Industry

Food Products

Calls on record

2

First call

February 18, 2026

Most recent

June 1, 2026