Sandhar Technologies Limited (SANDHAR) Earnings Call Transcripts

Sandhar Technologies Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Sandhar Technologies Limited reported record revenue of INR 4,852 crores, up 29% year-over-year, and a PAT of INR 199 crores, reflecting a 40% increase. The company achieved significant growth in the 2-wheeler segment, outperforming the industry with a 35.1% growth rate compared to the sector's 12.9%. Management has provided conservative guidance of over 15% revenue growth for FY '27, excluding potential pricing adjustments, which could further enhance revenue. The strong performance and optimistic outlook could positively influence investor sentiment and stock performance going forward.

Reported metrics

Guidance from management

Management expects over 15% revenue growth for FY '27, excluding any pricing adjustments. They are optimistic about achieving this target despite potential challenges in commodity prices.

What management said

I just want to add here, Chirag. You mentioned that we made an investment in these 5 units to a level of INR 342 crores, which has generated a revenue of INR 468 crores. So if I was to add these businesses, this particular financial year, the investment will mean a revenue from INR 468 crores, INR 342 crores would convert itself into maybe 2.5x in this year itself. .

Yes. Absolutely. Absolutely. So if you saw a breakeven, the idea was to breakeven in the last quarter, which we had promised everyone, we will and we have. The idea is to improve from there on and go into positive territory at the EBT level. So we were 0 at the EBT level. we want to improve on the EBT level going forward. But this particular quarter that we are sitting in still carries the land of the commodity. But ...

What analysts pressed on

Analysts expressed concerns regarding the impact of rising commodity prices on margins and the ability to maintain growth amidst supply chain challenges. There were also questions about the timeline for profitability in new projects and overseas operations.

Main topics on the call

• Record Revenue Achievement — Sandhar reported a record revenue of INR 4,852 crores for FY '26, marking a 25% increase from the previous year. Management noted, "I'm very happy and pleased to inform you that in line with the expectations, Sandhar has...
• Strong Growth in 2-Wheeler Segment — The company achieved a remarkable 35.1% growth in the 2-wheeler segment, significantly outpacing the industry's 12.9%. This growth is attributed to robust demand and effective order management, as stated by management, "...
• Management Guidance — Management has provided a conservative revenue growth guidance of over 15% for FY '27, excluding any pricing re-triggers. They emphasized that this estimate is cautious, considering the current economic environment and p...
• Joint Ventures and New Projects — All five joint ventures reported satisfactory performance with revenue of INR 257 crores. Management indicated ongoing efforts to optimize these partnerships for sustained growth and profitability.

Read the full Sandhar Technologies 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 19 Sandhar Technologies Limited earnings call transcripts on record, spanning May 24, 2021 to May 25, 2026. Based on this history, Sandhar Technologies Limited reports quarterly. The most recent call on file is dated May 25, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SANDHAR

Exchange

NSEI

Country

IN

Sector

Consumer Discretionary

Industry

Automobile Components

Calls on record

19

First call

May 24, 2021

Most recent

May 25, 2026

Reporting cadence

quarterly