Sejal Glass (SEJALLTD) — concall transcript

📢 Key Event
Sejal Glass reported strong Q1 FY27 growth with UAE order book accelerating expansion plans.

🔄 What Changed
PAT margin guidance raised to 9-10% by FY27 end; UAE order book increased to AED72 million; CAPEX includes AED15 million for third tempering line.

🔮 What's Next
FY27 revenue growth of 25-40%; UAE revenue to reach AED31 million in Q1 and AED35 million in Q2; capacity utilization targets of 85-90% for Silvassa and UAE by year-end; PAT margin target of 9-10% by FY27 end.

💡 Investor Takeaway
Shareholders should note accelerating UAE momentum and margin expansion potential, but monitor utilization ramp-up and execution risk on new capex.

Sejal Glass reported Q1 FY27 revenue of INR117.95 crores, up 52.88% YoY, with PAT rising 63% to INR7.22 crores. EBITDA grew 44% to INR18 crores, driven by strong India (INR36.43 crores, +67.03%) and UAE (INR81.52 crores, +47.31%) growth. Management highlighted UAE order book of AED72 million (~INR175 crores) and plans to expand capacity with AED15 million capex for a third tempering line, targeting 24 lakh sq mtr annual capacity. Capacity utilization is 77% (Silvassa), 55% (Taloja), 15% (Erode), and 71% (UAE), with targets of 85-90% for Silvassa and UAE by year-end. PAT margin guidance is 9-10% by FY27 end. UAE revenue is projected to reach AED31 million in Q1 FY27 and AED35 million in Q2, supporting 25-40% FY27 revenue growth. CAPEX includes AED7 million long-term debt for UAE expansion, with balanced India-UAE revenue mix targeted at 50-50. Client concentration remains high (70% of India revenue from top 15), but retention is above 95%.

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About Sejal Glass Ltd (SEJALLTD)

Construction Materials · Glass & Glass Products · Listed on BSE

Market Cap: ₹778.11 Cr P/E: 23.5 ROE: 23.8% ROCE: 19.8%

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"How will UAE capacity utilization reach 85-90% by year-end given current 15-20% ramp-up?" "What is the expected impact of AED15 million capex on PAT margin trajectory?" "When will UAE revenue contribution shift from 30% to 50% of total mix?"

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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