Suprajit Engineering Limited
2,698words
8turns
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0executives
Key numbers — 37 extracted
rs,
1.5%
3.4%
0.7%
5%
3.5%
15%
6.5%
5.2%
17.2%
15.5%
11.8%
Guidance — 3 items
Note
opening
“However, the division is confident that additional tariff impacts will be passed on to the customers after due negotiation with the customers.”
Organic
opening
“Q4: What is the growth forecast of Suprajit for the next 5 years Suprajit avoids giving forward looking statements due to the unpredictability of global and India markets.”
Organic
opening
“We target to grow our consolidated business by 5-10% better than global industry growth (5-year average) – while maintaining our strong double- digit margins.”
Risks & concerns — 4 flagged
PLD reported a slightly weak quarter with lower margin.
— Note
A: Suprajit has a long-stated policy to “De-Risk and grow Profitably”.
— Note
This leaves us with well positioned with long-term advantages to counter current/future trends: Global Footprint: Leveraging onshore, nearshore, and offshore models to serve markets in the US and Europe effectively based on customer risk-value-benefit.
— Note
Product Diversification: Our diverse range of products ensure reduced risk of product dependence.
— Note
Speaking time
6
1
1
Opening remarks
Note
- Values in Million INR - Revenue and EBITDA are operational and excludes non-operational income/ expenses, forex gain/ loss, one off items & acquisition expenses etc. Q1 FY 2024-25 Q1 FY 2025-26 Revenue EBITDA 4 Group Debt & Investment
Sector and Geographical Transformation
Group Debt Mar-25 June-25 Long Term Short Term Total 2,056 4,515 6,571 2,018 4,717 6,735 Group Investment Mar-25 June-25 Investment in Mutual Funds & Bonds 2,513 2,568
Note
- Values in Million INR 5 Updates Quarterly Highlights By Division 6 Suprajit Controls Division (SCD, Excluding SCS) SCD manufactures cables in India, Mexico, USA, Hungary, Morocco and China to serve all customers outside India & South Asia. For The Quarter 3,609 3,826 11.8% 8.1% Q1 2024-25 Q1 2025-26 Revenue EBITDA SCD Q1 2024-25 Q1 2025-26 Growth Revenue EBITDA EBITDA (%) 3,609 291 8.1% 3,826 452 11.8% 6% 55.2%
Note
- Values in Million INR - Revenue and EBITDA are operational and excludes non-operational income/expenses, forex gain/ loss, one off items & acquisition expenses etc. Highlights SCD’s revenue grew at 6% as compared to same quarter last year. EBITDA growth for the quarter was 55% and EBITDA margin was 11.8%, clearly indicating a significant turnaround at SCD. As announced through the business update dated 16th July 2025, the restructuring activities as outlined are progressing well. Outlook The tariff uncertainties continue. However, the division is confident that additional tariff impacts will be passed on to the customers after due negotiation with the customers. The division continues to win new contracts. The restructuring of SCS and SCD, as announced, is expected to yield the benefits from Q4 onwards. SCD awaits US tariff notifications to understand impact in detail. Customers in principle agree to pay tariffs but there maybe timing affects till tariffs are jointly understood and r
Note
- Values in Million INR - Revenue and EBITDA are operational and excludes non-operational income/expenses, forex gain/ loss, one off items & acquisition expenses etc. Highlights DCD reported a growth of 7.7% ahead of the industry growth. Operational EBITDA was at 14.9%, slightly lower than last year. This is largely due to the increases in the headcount, both at STC and to increased Corporate, implement “One Suprajit” strategy, etc. implementation/licensing costs IT The aftermarket growth has been strong and ‘beyond cables’ projects had good traction. Outlook DCD will continue to pursue ‘beyond cables’ and strengthen its position within cable business both in OEM and aftermarket segments. 8 Phoenix Lamps Division (Consolidated, PLD) PLD supplies automotive halogen lamps from 3 facilities in India and Luxlite warehouse in Luxembourg to Aftermarket and OEMs For The Quarter Highlights 889 16.3% 864 12.9% Q1 2024-25 Q1 2025-26 Revenue EBITDA Q1 2024-25 Q1 2025-26 889 144 864 111 Growth -2.
Note
- Values in Million INR - Revenue and EBITDA are operational and excludes non-operational income/expenses, forex gain/ loss, one off items & acquisition expenses etc. PLD reported a slightly weak quarter with lower margin. The conflict in the Middle East had an impact for the quarter, due to which higher margin Trifa brand sales dropped significantly. India business remained steady First shipments to a large US department store chain marking entry to an important global market and customer Outlook The modest drop in business is due to certain order cancellations from Middle East and African countries, for Trifa branded products. This is expected to continue for another quarter or so. 9 Suprajit Electronics Division (SED) SED supplies speedometers and Digital clusters from manufacturing plants in India to serve all clients in India. For the Quarter Highlights 309 9.7% 304 7.0% Q1 2024-25 Q1 2025-26 Revenue EBITDA SED Q1 2024-25 Q1 2025-26 Growth Revenue EBITDA % 309 30 9.7% -1.5% -28.7%