Suprajit Engineering Ltd (SUPRAJIT) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- The company demonstrated a resilient performance, with most divisions performing ahead of the industry, despite a challenging global business environment marked by geopolitical issues, tariff complexities, and shipping congestion in Europe.
- The Suprajit Controls Division (SCD) was a standout performer, achieving a significant 50% year-on-year growth in operational EBITDA and reaching a double-digit margin of 11.6%, driven by operational improvements and successful pass-through of tariff-related costs.
- The Suprajit Electronics division delivered strong growth, with revenue increasing by 36% and EBITDA margin expanding significantly to 13.5% from 5.2% in the previous year, successfully overcoming the slowdown of a major EV customer by securing and executing new orders.
- The integration of the recently acquired SCS assets is progressing as planned, with the EBITDA loss narrowing to INR 6.7 crores. The company is on track to achieve EBITDA positivity for SCS by the fourth quarter of the fiscal year.
- While the Phoenix Lamps division (PLD) experienced a muted quarter with a decline in revenue and EBITDA margin (from 15% to 12.7%) due to reduced exports, the outlook is improving due to a competitor filing for bankruptcy, which is already generating new business inquiries.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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