Sedemac Mechatronics Ltd. · NSE:SEDEMAC
Sedemac Mechatronics — Q4 FY2026 Earnings Presentation
16 slides from Sedemac Mechatronics's earnings presentation, Jul 2, 2026
Slide 1: Corrigendum to Investor Presentation Q4 & FY26
SEDEMAC Innovative Controls July 02, 2026 To, To, BSE Limited, National Stock Exchange of India Limited, Corporate Relations Department, Listing Department, Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th Floor, Plot No. C/1, Dalal Street, G block, Bandra Kurla Complex, Mumbai – 400001 Bandra (East),
Slide 2: SEDEMAC Mechatronics Limited Investor/Analyst Presentation
SEDEMAC Mechatronics Limited Innovative Controls May 2026 Investor/Analyst Presentation © 2007-2026 SEDEMAC 1
Slide 3: People in Todays Call
People in Todays Call Shashikanth Suryanarayanan Amit Dixit Rajesh Sheth Managing Director Joint Managing Director Chief Financial Officer © 2007-2026 SEDEMAC 2
Slide 4: Disclaimer
Disclaimer This presentation is issued by SEDEMAC Mechatronics Limited (the “Company”) for general information purposes only, without regard to specific objectives, suitability, financial situations and needs of any particular person. This presentation does not constitute or form part of any offer o
Slide 5: We design & supply critical, control-intensive Electronic Control Units (ECUs)
We design & supply critical, control-intensive Electronic Control Units (ECUs) # of Control-Intensive ECUs Sold 3,901,075 2,438,504 1,917,339 1,425,155 >12 million Control-intensive ECUs sold cumulatively FY23 FY24 FY25 FY26 to major vehicle & industrial OEMs in India, the US and Europe. Majority of
Slide 6: Q4FY26 Financial Performance
Q4FY26 Financial Performance Revenue EBITDA PAT from operations Q4FY26 INR 288 Cr INR 61 Cr INR 32 Cr 11.2% 21.3% 32 288 61 16.1% 4.8% 180 29 9 Q4FY25* Q4FY26 Q4FY25* Q4FY26 Q4FY25* Q4FY26 Growth +60% YoY +103% YoY +244% YoY * Q4FY25 Financials is Unaudited even though the full year FY25 financials
Slide 7: FY26 Financial Performance
FY26 Financial Performance Revenue EBITDA PAT RoCE* % from operations FY26 INR 1,058 Cr INR 222 Cr INR 104 Cr 40% 21.0% 9.8% 40% 19.0% Industrial 1058 15.7% 12.8% 7.1% Mobility 34% 146 222 103.6 29% 658 2.0% 1.1% 530 94 18% 423 125 76 912 47.1 83 83 564 54 454 340 8.6 5.9 FY23 FY24 FY25 FY26 FY23 FY
Slide 8: Current Markets
Current Mobility: Engine-powered and Electric 2/3W Industrial: Generators Markets Software stack Software stack Software stack Software stack Software stack Software stack Software stack Key Products ISG ECU EFI ECU ISG+EFI ECU MCU Magneto/ Motor Genset Controller EFI ECU Current Stage of our Softwa
Slide 9: Markets Under Development
Markets Under Mobility: Engine-powered CVs, Electric LCVs Industrial: Power Tools Development Software stack Software stack Software stack Software stack Key Products ACU EFI ECU MCU SLC Technology, MCU Current Stage of our Software stack Propositions Initial Introduction Business Win Initial Introd
Slide 10: Other Updates: New Plants, Hosur/Shoolagiri Land Acquisition
Other Updates: New Plants, Hosur/Shoolagiri Land Acquisition Current Plants: MF1: 40000 sq ft (Main Plant) | MF2: 8000 sq ft MF3 Chakan, Pune MF4 Chakan, Pune Shoolagiri Land (SIPCOT) Expected start of shipments of Expected start of shipments of Future shipments to customers ECUs from Q2FY27 Electri
Slide 11: Capex, WC History & How It Has been Funded
Capex, WC History & How It Has been Funded (INR In Cr) 1200 Total Debt Note 1,058 Cumulative Internal Cash Accruals 1000 Cumulative Equity Capital Raised Tangible Capex to Revenue Working Capital Investment Capacity link 800 Cumulative Tangible Investments Cumulative PD Investments for production-in
Slide 12: Summary of Responses: Risk Assessment Survey 2026
Summary of Responses: Risk Assessment Survey 2026* Overall Assessments / Overall # Risk Number of Responses Risk Low Medium High Have no clue Score 1 Significant negative impact due to demand drop from key 8 8 3 1 0.37 customer(s) 2 Indian 2/3-wheeler market shrinkage 14 3 1 2 0.14 3 Indian/Global g
Slide 13: Key Risks, Commentary
Key Risks, Commentary Customer Concentration 2/3W EV Relevance R&D Efforts unable to % Rev from Biggest Customer continually yield % Rev from EV products innovative, significant minus within overall 2/3W rev future propositions (sum of % Rev from Next Four) 7.4% 72% 68% 58% Will never go away All in
Slide 14: FY27 Outlook
FY27 Outlook Key Growth Drivers Key Dampeners SEDEMAC ISG ECU introduction on variants Semi-conductor supply chain tightening, of 3 popular (top-10 2W) motorcycle models commodity price inflation ➔ Some RM Cost of 3 of top-4 OEMs likely ↑ likely ➔ Mild EBITDA % pressure likely ➔ Wet magneto: SLC tec
Slide 15: May 2026 Summary
May 2026 Summary Very Strong FY26 FY27 Looking Good Risk Mitigation Evident Revenue ↑ > 60% YoY Continued penetration of our Risk assessment survey now > INR 1000cr sensorless ISG in marquee indicates highest risk is motorcycle / top-10 2W models considered low-medium EBITDA ↑ > 75% YoY across 3 maj
Slide 16: Q&A
Q&A © 2007-2026 SEDEMAC. 15
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