Shree OSFM E-Mobility Limited (SHREEOSFM) Earnings Call Transcripts

Shree OSFM E-Mobility Limited's Latest Earnings Call - June 15, 2026

In the earnings call for H2 FY '26, Shree OSFM E-Mobility Limited reported a revenue growth of 11% year-over-year, falling short of the previously communicated growth target of 20-22%. Management attributed the revenue shortfall to delays in large B2B contracts that require multiple approvals. Despite the challenges, management remains optimistic about future growth, asserting that they are positioned for 'explosive growth' in the coming years, with a commitment to a conservative growth target of 15-20% for FY '27.

Reported metrics

Guidance from management

Management maintained a conservative growth target of 15-20% for FY '27, indicating that they are positioned for significant growth in the coming years, despite current challenges.

What management said

As I said, in my opening remarks, the expenses that we increased to be able to handle the large contracts, the cost stayed with us supporting revenue did not come through in the Q1 time line of the financial year. So the cost remained, but the revenue did not get reflected. It will get reflected in the coming months, in the coming quarters.

Our top line, as I said, we are a company over the last 22 years, we have had a sustained growth of 15% to 20%. We will continue to assure the market of that assured growth, as I said, assured. But at the same time, we are sitting on an explosive growth. Now that explosive growth is what we were expecting the part of that explosive growth to get reflected in FY '26. that will get reflected. But a 20% growth, 20% top ...

What analysts pressed on

Analysts expressed concerns over the company's ability to meet growth targets due to delays in contract approvals and rising operational costs. There were also questions regarding the low stock price relative to cash reserves and the potential for a share buyback.

Main topics on the call

• Revenue Growth Shortfall — Shree OSFM reported an 11% revenue growth year-over-year, below the expected 20-22%. Management stated, 'some of the large contracts... are getting delayed because these contracts have to go through multiple approvals.'
• Cost Management and Margin Pressure — Increased expenses related to handling large contracts have pressured margins. Management noted, 'the expenses that we increased to be able to handle the large contracts... the revenue did not get reflected.'
• Future Growth Guidance — Management reiterated a conservative growth target of 15-20% for FY '27, stating, 'we are sitting on an explosive growth.' They emphasized that future financials will reflect this growth.
• CapEx and Asset Management — The company is focused on maintaining an asset-light model while gradually increasing vehicle ownership. They currently own 315 vehicles, with plans to assess market conditions before further investments.

Read the full Shree OSFM E-Mobility Limited transcript (June 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 4 Shree OSFM E-Mobility Limited earnings call transcripts on record, spanning May 29, 2024 to June 15, 2026. Based on this history, Shree OSFM E-Mobility Limited reports annually. The most recent call on file is dated June 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SHREEOSFM

Exchange

NSEI

Country

IN

Sector

Industrials

Industry

Ground Transportation

Calls on record

4

First call

May 29, 2024

Most recent

June 15, 2026

Reporting cadence

annually