SEJALLTD Q1 FY27 Guidance vs Delivery (SEJALLTD Management Mirror)

Q1 FY27 Consolidated Revenue Reported at Rs 117.95 Crore; FY27 Target Reaffirmed at Minimum 25% Growth Contingent on Geopolitical Stability

In the Dec'25 Qtr concall, management guided FY26 revenue to touch or slightly exceed INR 400 crores, which was met as reported in Mar'26 Qtr at INR 401.36 crores. For FY27, initial guidance in Dec'25 Qtr targeted a minimum organic top-line growth of 25%. In the Mar'26 Qtr, this FY27 minimum 25% growth guidance was reaffirmed (estimated at an INR 500+ crores topline target), with potential upside exceeding 40% if UAE conditions improve. Management also expected Q1 FY27 UAE revenue to close around AED 31 million. In the Jun'26 Qtr, reported actual consolidated revenue for Q1 FY27 stood at 11,795 INR Lakh (Rs 117.95 crore) per Quarterly Financial Results, with concall noting UAE operations revenue at Rs 81.52 crore. Management reaffirmed the FY27 minimum revenue growth guidance of 25% (upside up to 40% as execution accelerates and geopolitical conditions stabilize). Guidance was initiated for Q2 FY27 revenue to progress between Rs 140 crore and Rs 145 crore, and for FY28 year-on-year growth to be maintained at a minimum of 25%.