Sacheerome Ltd (SACHEEROME) Q2FY27 Concall Transcript - Sep-2026 Qtr
Moderator: Ladies and gentlemen, good day and welcome to Sacheerome Ltd H1 FY '27 results conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing "*" then "0" on your touchtone phone. I now hand the conference over to Ms. Dhruvi from EquiBridgeX Advisors. Thank you and over to you, ma'am.
Dhruvi (EquiBridgeX Advisors): Thank you so much, ma'am. A very good afternoon to everyone. Welcome to the H1 20- FY '27 earnings call of Sacheerome Ltd. From the management team, we have with us Mr. Manoj Arora, the Chairman and Managing Director; Mr. Dhruv Arora, the Whole-Time Director; and Ms. Aarti Kashyap, the Chief Financial Officer. We will have opening remarks from the management team, post which we will open the floor for Q&A session. With that, I would like to hand over the call to Mr. Manoj Arora for opening remarks. Over to you, sir.
Manoj Arora (Sacheerome Ltd): Thank you, Dhruvi. Thank you very much. Good afternoon everyone and thank you for joining us for Sacheerome Ltd's H1 FY '27 earnings conference call. I would also like to take this opportunity to wish you all and your family a very happy Dhanteras and joyous and prosperous Diwali and a wonderful New Year in advance. May the year ahead brings happiness, good health, continued success and prosperity to everyone. Thank you. And I look forward to sharing Sacheerome's continued growth journey with with all of you. I am Manoj Arora, Chairman and Managing Director of Sacheerome Ltd. On behalf of the entire Sacheerome team, I warmly welcome you all, investors, analysts and stakeholders. Friends, the first year, the first half of financial year '27 has been a period of steady financial growth and significant progress in strengthening our manufacturing capabilities. We continue to work closely with our customers to develop innovative fragrances, flavor solutions to meet their evolving requirements and building the operational capabilities that will
Manoj Arora (Sacheerome Ltd): would Sacheerome's next phase of growth. One of the most significant developments during the period was the commencement of trial production at our new YEIDA facility in Sep- September 2026, making an important, important milestone in our expansion journey. Let me begin with an update on our new YEIDA facility. The installation and commissioning of the facility have been completed during the first half of financial year '27, and trial production commenced in September 2026. This represents a major step forward from the expansion progress we shared during our previous earnings call. I am pleased to inform that the facility is now
Manoj Arora (Sacheerome Ltd): have been completed, and we are awaiting for the issuance of final production and supplies. Substantial orders and the necessary raw materials are available.
Manoj Arora (Sacheerome Ltd): strong position to operationalize the facility and progressively scale up production. I would also like to take this opportunity to personally invite all our investors and stakeholders to visit our new facility. We would be delighted to showcase the scale of the infrastructure, the level, level of automation, our advanced manufacturing systems, and the investments we have made in technology, research and development, and quality infrastructure. I believe this facility will significantly enhance our manufacturing capacity, operational efficiencies, and ability to serve both existing and new customers, while providing a strong foundation for our future growth. I will now hand over to Mr. Dhruv Arora, Whole-time Director of the company, to provide further significant, significant insights into the YEIDA facility, its strategic significance, and our further priorities. Dhruv Arora.
Dhruv Arora (Sacheerome Ltd): Thank you, Manoj sir. Good afternoon, everyone. My name is Dhruv Arora. The YEIDA facility has been designed as a smart green factory, combining advanced manufacturing infrastructure with a focus on operational efficiency and sustainability. It will provide additional manufacturing capacity and in-house, dedicated research and development, quality control, application, and consumer evaluation centers. These capabilities will support our work from formulation development through to testing and evaluation. As we take the facility forward, our attention remains on establishing consistent process and ensuring that the addition infrastructure supports customer requirements effectively. Over more than three decades, Sacheerome has built its business through technical knowledge, product development, and customer relationships. We intend to build on that experience as we expand. Alongside manufacturing capacity, we will continue to focus on the quality of our formulations, consistency in production, and service to provide to our customers. Looking ahead, our priorities are clear. First, receiving the final issuance of certificates and scaling our capacity utilization to our best abilities. Second, strengthening relationships with existing customers and building new relationships in domestic and international markets. And third, continuing our work in research, application development, and consumer evaluation to keep our fragrances and flavors offerings relevant to customer needs. And finally, maintaining operational efficiency and financial discipline as we grow. We are encouraged by the progress made in the first half. Our focus for the coming months will be on carrying this work forward, meeting customer commitments, and making effective use of capabilities we are building. Before I hand over, I would like to thank our employees for their dedication, our customers and partners for their continued support, and our shareholders for their trust in Sacheerome. I will now hand over to Ms. Aarti, our Chief Financial Officer, to take you through our financial performance for the first half of the year. Thank you.
Aarti Kashyap (Sacheerome Ltd): Thank you, sir. And good afternoon, everyone. Let me take you through our financial performance for H1 FY '27. Total income for H1 FY '27 is stood at Rs. 85.92 crores compared
Aarti Kashyap (Sacheerome Ltd): ₹78.22 crore in the corresponding period last year, suggesting growth of 9.84%. EBITDA increased by 12.27% to ₹23.69 crore compared with ₹21.10 crore in H1 FY26. Our EBITDA margin stood at 27.57%. Net profit for the period grew by 12.38% to ₹16.79 crore compared with ₹14.94 crore in the corresponding half year. Our net profit margin stood at 19.54%. We are pleased that profitability grew ahead ahead of income during the period and maintaining efficiency as we expand remains a priority. Thank you once again for joining us today. With that, we can now open the floor for question and answers. Over to the moderator, thank you.
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