Sarda Energy & Minerals Limited
3,955words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
Rs 1,199
1.1x
0.59x
Rs 1,257
Rs 1,700
Rs 800
49%
Rs 467
67%
76%
54%
38%
Guidance — 3 items
Sub
opening
“Investor Presentation on the results for the Q1/FY26 With reference to the captioned subject, pursuant to Regulation 30 (6) read with Part A of Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulation 2015, we are enclosing herewith the Investor Presentation on the Q1/FY26 results of our Company.”
Sub
opening
“No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.”
Note
opening
“Solar Power • 50 MW plant being installed at Chhattisgarh for captive consumption, replacing costly grid power; Work in progress; Plant is likely to be operational in FY26.”
Speaking time
2
1
Opening remarks
Sub
Investor Presentation on the results for the Q1/FY26 With reference to the captioned subject, pursuant to Regulation 30 (6) read with Part A of Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulation 2015, we are enclosing herewith the Investor Presentation on the Q1/FY26 results of our Company. The said Investor Presentation is also being placed on the website of the Company - www.seml.co.in. The said presentation will also be shared with various Analysts / Investors. You are requested to take the same on records. Thanking you, Yours faithfully, For Sarda Energy & Minerals Ltd. Authorised Signatory Encl: As above Expanding Horizons of Growth Minerals | Energy | Metals Investor Presentation | Q1FY26 Safe Harbour Statement This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sarda Energy & Minerals Ltd (the “Company”) solely for information purposes and do not constitute any offer, recommendation or invitation to purch
Note
1) Hydro Power Generation is seasonal. Hence not comparable QoQ; 2) IPP Binjkot (SKS Power) was acquired w.e.f 22-08-2024, hence, not comparable YOY; 3) A part of all Products is captively consumed for production of downstream products. 7 Sales Trend Sales (‘000 MT) Iron Ore Pellet Sponge Iron Steel Billet Wire Rod H. B Wires Ferro Alloys Thermal Power, Captive (Mn KwH) Thermal Power, IPP (Mn KwH) Hydro Power (Mn KwH) Coal Domestic
Note
Q1FY26 Q1FY25 YoY % Q4FY25 QoQ % FY25 FY24 YoY % 140 128 32 11 33 10 48 33 1067 112 27 35 5 31 9 46 24 - 81 234 9% -9% 120% 5% 5% 5% 36% NA 38% -89% 115 32 11 18 9 46 19 943 21 5 22% -1% -5% 80% 7% 4% 77% 13% 434% 440% 501 118 31 133 35 181 82 2,014 476 354 517 103 31 154 38 195 81 - 452 847 -3% 15% -1% -14% -7% -7% 1% - 5% -58% 1) A part of all Production is captively consumed for production of downstream products; 2) Quantities of Traded goods not included 8 Realization Trend Steel Products’ Realization Trend (Rs/MT) 2,786 3,994 15,125 18,028 9,634 Q1FY25 2,849 4,071 13,822 15,522 9,151 Q2FY25 2,530 3,414 14,424 16,053 9,142 Q3FY25 2,182 4,231 14,990 15,240 9,341 Q4FY25 2,844 4,915 15,575 14,141 9,643 Q1FY26 Iron Ore Pellet Sponge Iron Steel Billets Wire Rod H.B. Wire Value Addition Realization Ferro Alloys’ Realization Trend The average domestic market realisation for Q1FY26 stood at Rs 70,390 per MT (vs Rs 69,777 per MT in Q4FY25) for Ferro Manganese and at Rs 72,695 per MT (vs Rs