BSECompany Update3d ago · 28 Jul 2026, 10:49 pm
Please find enclosed herewith a copy of the presentation associated with the Unaudited Financial Results of the Company for the quarter ended June 30, 2026
Sedemac Mechatronics Ltd · 544723
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Sedemac Mechatronics Ltd has released an investor presentation for its unaudited financial results for the quarter ended June 30, 2026, along with business updates and outlook.
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Sedemac Mechatronics Ltd - 544723 - Announcement under Regulation 30 (LODR)-Investor Presentation
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SEDEMAC
Innovative Controls
July 28, 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), Mumbai – 400051
Scrip code: 544723 NSE Symbol: SEDEMAC
Dear Sir/Madam,
Sub: Investor Presentation on the financial results for the quarter ended June 30, 2026,
business updates and outlook
Ref: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements)
Regulations, 2015.
With reference to the subject, we are enclosing a copy of the presentation associated with the
Unaudited Financial Results of the Company for the quarter ended June 30, 2026. The presentation
also includes brief updates about the business and the outlook.
You are requested to kindly take note of the same.
Thanking you,
For SEDEMAC Mechatronics Limited
(Formerly SEDEMAC Mechatronics Private Limited)
Prasad Rajendra Chavan
Company Secretary and Compliance Officer
Membership No.: A49921
Encl: As above
SEDEMAC Mechatronics Limited
(Formerly SEDEMAC Mechatronics Private Limited)
Registered Office, Technical Center & Corporate Office: Survey No. 270/1/A/2, Pallod Farms, Baner Road, Baner, Baner Gaon,
Haveli, Pune - 411045, Maharashtra, India. Tel: +91 20 6715 7200
Mfg. Facility I: G-1, MIDC, Phase- III, Chakan Industrial Area, Nighoje, Pune 410501, MH, India. Tel: +91 2135 623 200
Mfg. Facility II: Survey No.64/5, Bhide Baug Industrial Estate, Wadgaon Budruk, Pune 411041, MH, India. Tel: +91 20 6750 2200
e-mail: cs@sedemac.com Website: www.sedemac.com CIN: L29253PN2007PLC246956
SEDEMAC Mechatronics Limited
Innovative Controls
Jul 2026
Investor/Analyst Update
© 2007-2026 SEDEMAC 1
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 or invitation or inducement to sell or issue, or any
solicitation of any offer to purchase or subscribe for, any securities of the Company whether in India or outside India, nor shall it or any part of it or the fact of its distribution
form the basis of, or be relied on in connection with, any contract or commitment therefor.
This presentation may include statements which may constitute forward-looking statements. All statements that address expectations or projections about the future,
including, but not limited to, statements about the strategy for growth, business development, market position, expenditures, and financial results, are forward looking
statements. Forward looking statements are based on certain assumptions and expectations of future events. This presentation should not be relied upon as a
recommendation or forecast by the Company.
Please note that the past performance of the Company is not, and should not be considered as, indicative of future results. The Company cannot guarantee that these
assumptions and expectations are accurate or will be realised. The actual results, performance or achievements, could thus differ materially from those projected in any
such forward-looking statements. The Company does not undertake to revise any forward-looking statement that may be made from time to time by or on behalf of the
Company. Given these risks, uncertainties and other factors, viewers of this presentation are cautioned not to place undue reliance on these forward-looking statements.
None of the Company, its Directors or affiliates nor any of its or their respective employees, advisers or representatives or any other person accepts any responsibility or
liability whatsoever, whether arising in tort, contract or otherwise, for any errors, omissions or inaccuracies in such information or opinions or for any loss, cost or damage
suffered or incurred howsoever arising, directly or indirectly, from any use of this document or its contents or otherwise in connection with this document, and makes no
representation or warranty, express or implied, for the contents of this document including its accuracy, fairness, completeness or verification or for any other statement
made or purported to be made by any of them, or on behalf of them, and nothing in this presentation shall be relied upon as a promise or representation in this respect,
whether as to the past or the future.
This presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or
warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this
presentation. Further, this presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the
contents of, or any omission from, this presentation is expressly excluded. The information and opinions contained in this presentation are current, and if not stated
otherwise, as of the date of this presentation. The Company undertakes no obligation to update or revise any information or the opinions expressed in this presentation as a
result of new information, future events or otherwise. Any opinions or information expressed in this presentation are subject to change without notice.
© 2007-2026 SEDEMAC 2
We design & supply critical, control-intensive Electronic Control Units (ECUs)
# of Control-Intensive ECUs Sold
4,201,939
2,747,383
1,989,273
1,551,704
>13 million
Control-intensive ECUs sold cumulatively
TTM Q1FY24 TTM Q1FY25 TTM Q1FY26 TTM Q1FY27
to major vehicle & industrial OEMs in India, the US and Europe.
Majority of our revenue comes from ECUs incorporating novel control technologies built in-house.
TTM = Trailing Twelve Months, e.g. TTM Q1FY27 = Jul25-Jun26
© 2007-2026 SEDEMAC 3
Q1FY27 Financial Performance
Revenue
EBITDA PAT
from operations
Q1FY27 INR 310 Cr INR 60 Cr INR 33 Cr
21.2%
10.6%
19.4%
7.8% 33
217 46
Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27
Growth +43% YoY +31% YoY +95% YoY
© 2007-2026 SEDEMAC 4
TTM Q1FY27 Financial Performance
Revenue
EBITDA PAT RoCE* %
from operations
INR 1,151 Cr INR 237 Cr INR 120 Cr 42%
Q1FY27
10.4%
19.4% 20.6%
1151 42%
Industrial 15.7%
142 12.6% 6.9% 120
Mobility 6.1% 37%
3.9%
547 143
460 72 1,008 50
TTM TTM TTM TTM TTM TTM TTM TTM TTM TTM TTM TTM TTM TTM TTM TTM
Q1FY24 Q1FY25 Q1FY26 Q1FY27 Q1FY24 Q1FY25 Q1FY26 Q1FY27 Q1FY24 Q1FY25 Q1FY26 Q1FY27 Q1FY24 Q1FY25 Q1FY26 Q1FY27
+36% 3yr CAGR +60% 3yr CAGR +88% 3yr CAGR +25% 3yr change
Growth
+57% YoY +66% YoY +138% YoY +5% YoY change
TTM = Trailing Twelve Months, e.g. TTM Q1FY27 = Jul25-Jun26
* RoCE = EBIT/Capital Employed; Capital Employed = Tangible Networth + Total Debt © 2007-2026 SEDEMAC 5
FY27 Outlook (shared in May 2026) – Jul 2026 Comments
Key Growth Drivers Key Dampeners
SEDEMAC ISG ECU introduction on variants
of 3 popular (top-10 2W) motorcycle models Semi-conductor supply chain tightening,
of 3 of top-4 OEMs likely commodity price inflation ➔ Some RM Cost ↑
likely ➔ Mild EBITDA % pressure likely
➔ Wet magneto: SLC technology key Has led to RM cost ↑, EBITDA % ↓ a bit in
➔ Two launches expected in Q1FY27. For one Q1FY27.
production, at our end, is already underway.
➔ Third launch expected in Q4FY27 We expect EBITDA % to hold or improve for
One launch done, second imminent rest of FY27 vs Q1FY27.
Reports of strong El Nino in CY26 ➔
Further ramp-up of E2W MCUs. SoP was in
potential negative impact Indian monsoon,
Q3FY26.
US hurricane season ➔ potential negative
Ramp-up in play
impact on India 2W, US home-standby
generator markets
Ramp-up of ISG ECUs for export 3Ws. SoP was in
No adverse effect seen so far
Q4FY26.
Ramp-up in play
© 2007-2026 SEDEMAC 6
Thank You
© 2007-2026 SEDEMAC 7