Financial Performance Highlights
For Quarter Ended March 31, 2026 (Q4 FY26):
- Net Revenue: ₹474.14 crore, up 26.19% YoY from ₹375.73 crore in Q4 FY25
- EBITDA (excluding other income): ₹31.26 crore, up 7.25% YoY from ₹29.15 crore
- EBITDA Margin: 6.59% (117 bps decline from 7.76% in Q4 FY25)
- Profit After Tax (PAT): ₹10.47 crore, down 4.14% YoY from ₹10.92 crore
- PAT Margin: 2.21% (70 bps decline from 2.91% in Q4 FY25)
- Basic EPS: ₹5.81, down 6.14% YoY from ₹6.19
- Export Contribution: 15.60% of total revenue
For Year Ended March 31, 2026 (FY26):
- Net Revenue: ₹1,758.38 crore, up 23.98% YoY from ₹1,418.33 crore in FY25
- EBITDA (excluding other income): ₹147.06 crore, up 9.83% YoY from ₹133.90 crore
- EBITDA Margin: 8.36% (108 bps decline from 9.44% in FY25)
- Profit After Tax (PAT): ₹53.77 crore, up 2.49% YoY from ₹52.46 crore
- PAT Margin: 3.06% (64 bps decline from 3.70% in FY25)
- Basic EPS: ₹29.94, down 15.18% YoY from ₹35.30
- Export Contribution: 21.06% of total revenue (driven by higher sales from Europe)
Business Division Performance (Q4 FY26):
Industrial Switchgear Division:
- Product portfolio: Toroidal Transformers, Three phase transformers, Rotary Switches, Isolators, General Purpose relays, Wire Harness, Wiring Ducts, MPCB's, Contactors & OLR's, Control Panels, Terminal Blocks, and Sensors
- Growth: 14.91% YoY
- Revenue Contribution: 51.26% of total revenues
- EBITDA Margin: 8.30%
Wire & Cables Division:
- Product portfolio: Wires & Cables, Flexible Bus Bars, Enamelled Wires, Bunched Conductors and Tinned Copper Wires
- Growth: 42.03% YoY
- Revenue Contribution: 42.80% of total revenues
- EBITDA Margin: 4.37%
Building Products Division:
- Product portfolio: Modular Switches, Wires & Cables, MCB's Distribution Boards and Changeovers
- Growth: 36.04% YoY
- Revenue Contribution: 5.94% of total revenues
Dividend Declaration
- Board recommended dividend of ₹2.50 per equity share (face value of ₹10 each) for FY26
- Subject to shareholders' approval
Strategic Developments
- Signed Memorandum of Understanding with Wirepas, a Finland-headquartered global leader in wireless mesh technology integration
- Partnership aims to integrate Wirepas Certified platform into Salzer's smart electricity meters
- Focus on developing next-generation metering solutions for utilities
Management Commentary
Mr. Rajesh Doraiswamy, Joint Managing Director, cited:
- Strong operational progress despite challenging macroeconomic environment and commodity price volatility
- Margin moderation in Q4 due to higher input costs and initial scaling expenses in new segments
- Confidence in profitability improvement as volumes grow and operating efficiencies strengthen
- Optimism on long-term opportunities from industrial automation, energy efficiency, smart infrastructure, renewable energy integration, railways, data centres, and smart electrical ecosystems
Company Overview
- Capital goods engineering company offering total and customized electrical solutions
- Largest manufacturer of CAM Operated Rotary switches & Wire Ducts in India
- Four in-house manufacturing facilities in Coimbatore
- Wide distribution network locally and globally
- Markets products through own distributors and more than 350 local distributors of L&T
- Strong R&D team focused on developing and commercializing product technologies