SEDEMAC’s Q1FY27: Volume-led growth, improving profitability

The company designs and supplies critical, control-intensive electronic control units (ECUs) to major vehicle and industrial OEMs.

Revenue from operations was 310 crore, EBITDA was 60 crore, and PAT was 33 crore, as per the investor presentation for the quarter ended June 30, 2026.

For TTM Q1 FY27, revenue from operations was 1,151 crore, EBITDA was 237 crore, PAT was 120 crore, and RoCE was shown at 42%.

For TTM Q1 FY27, the presentation shows Industrial revenue of 1,008 crore and Mobility revenue of 142 crore.

The deck highlights ISG ECU introductions on variants of three popular motorcycle models, ramp-up of E2W MCUs (SoP in Q3 FY26), and ramp-up of ISG ECUs for export 3Ws (SoP in Q4 FY26).

It flags semiconductor supply chain tightening and commodity price inflation leading to higher raw material costs and mild EBITDA percentage pressure, which was seen in Q1 FY27.

The deck mentions potential El Nino impact in CY26 that could affect the Indian two-wheeler market and the US home-standby generator market, while noting no adverse effect so far.