Sealmatic India Limited (543782) Earnings Call Transcripts

Sealmatic India Limited's Latest Earnings Call - June 10, 2026

In the earnings call for the fiscal year ending March 31, 2026, Sealmatic India Limited reported a modest revenue increase of 2% to INR 103 crore, with an EBITDA margin decline to 17% from 24% the previous year. Management highlighted resilience in demand for mechanical seals despite geopolitical challenges, signaling a revenue growth target of 15% for FY 2027. The company also aims to improve EBITDA margins back to 23-24% as costs related to international exhibitions taper off.

Reported metrics

Guidance from management

Management expects a revenue growth of 15% for FY 2027 and aims to improve EBITDA margins back to 23-24%, as costs related to international exhibitions decrease.

What management said

So Mr. [ Reddy ], we have attributed around 916 critical API seals in projects in UAE, Saudi, Oman, Kuwait and [ Iraq ]. And out of this, 686 mechanical seals have been supplied, while around 230 seals are under execution.

On the EBITDA, I just mentioned that it would be 80% of gross margin. So if this starts, say, I'm not very sure about this year, how many spare part business would kick in, but say, with effect from 1st April 2027, all the 700 seals which we have supplied so far would get commissioned, and the recurring business would start. For this year, I don't know. I am not able to give you an accurate picture because of the sit...

What analysts pressed on

Analysts expressed concerns regarding the negative operating cash flow and rising inventory levels, questioning the impact of geopolitical tensions on project timelines and overall business performance.

Main topics on the call

• Revenue Growth — Sealmatic reported a revenue of INR 103 crore for FY 2026, reflecting a 2% year-on-year increase. Management stated, 'The growth in revenue has been moderate, it demonstrates the discipline of our business model.'
• Margin Pressure — The EBITDA margin decreased to 17% from 24% in the previous year, attributed to increased costs from international exhibitions and subsidized pricing for API seals. CFO Ratan Kandare noted, 'This EBITDA performance highl...
• Future Guidance — Management provided guidance for FY 2027, targeting a 15% revenue growth and an improvement in EBITDA margins to 23-24%. Umar Balwa stated, 'We expect to grow by 15% this year.'
• Geopolitical Impact — Management acknowledged ongoing geopolitical tensions affecting project commissioning timelines, particularly in the Middle East, with delays of approximately 7 months noted. Balwa commented, 'The commissioning has got d...

Read the full Sealmatic India Limited transcript (June 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 2 Sealmatic India Limited earnings call transcripts on record, spanning January 10, 2025 to June 10, 2026. The most recent call on file is dated June 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

543782

Exchange

BSE

Country

IN

Sector

Industrials

Industry

Machinery

Calls on record

2

First call

January 10, 2025

Most recent

June 10, 2026