• The document contains the transcript of an Investor Conference Call held on Friday, May 29, 2026, at 03:30 P.M. IST to discuss the company's performance and results for Q4 and full year ended March 31, 2026.
  • Management participants included Mr. Rakesh Khanna (Vice-Chairman and Managing Director) and Mr. Anuj Kumar Vasdev (Chief Financial Officer). The call was moderated by Emkay Global Financial Services Limited.
  • Key financial highlights disclosed:
  • Q4 FY26 Revenue: ₹166.3 crores (37% YoY growth)
  • Q4 FY26 PBT: ₹8 crores (43% YoY growth)
  • Q4 FY26 EBITDA: ₹9.3 crores (49% YoY growth)
  • Full Year FY26 Revenue: ₹557 crores (29% YoY growth)
  • Full Year FY26 EBITDA: ₹21.5 crores (70% YoY growth)
  • Full Year FY26 PBT: ₹17.3 crores (73% YoY growth)
  • One-time exceptional cost of ₹73 lakhs related to labor code changes
  • Adjusted FY26 EBITDA (excluding exceptional): ₹22.2 crores (76% growth)
  • Adjusted FY26 PBT (excluding exceptional): ₹18.1 crores (80% growth)
  • Business segment performance:
  • Sewing Machines: ~45% growth in Q4, ~40% growth for full year
  • Trade channel growth: ~20% in Q4, ~15% for full year
  • Zigzag Machines: >30% growth
  • Industrial sewing machines: >13% growth in Q4, >20% for full year
  • E-commerce sewing machines: >50% growth in Q4, ~30% for full year
  • Appliances Business: ~10% revenue growth in Q4 but segment results lower by ~₹2 crores
  • Fans Business: ~50% growth in Q4
  • Strategic updates and operational highlights:
  • Commenced assembly of ZigZag Machines in India
  • Leased premises for new factory in Bhiwadi, Rajasthan
  • Expected production commencement in second half of the year
  • Factory will focus on manufacturing ZigZag machines, industrial sewing machines, and selected consumer appliances
  • Potential 3-year capex of up to ₹90 crores
  • Dual listing achievement on NSE alongside existing BSE listing
  • Experience store at Nehru Place, Delhi won Economic Times Award for Design and Creativity
  • Market context challenges mentioned:
  • Geopolitical situation leading to commodity price increases
  • Labor shortage in some parts of the country
  • Supply shortages and demand disruption
  • Unfavorable weather conditions affecting appliances segment
  • Blocked inventory in trade
  • Tight dealer cash flows
  • Product innovations highlighted:
  • Tailor Mate (motorized lightweight modern straight stitch machine)
  • Full Aluminum-Body, Heavy-duty ZigZag Machine made in India
  • Steaminator premium steam iron
  • Comprehensive fan range covering Economy, Base, Decorative, BLDC, TPW, and Exhaust Fans
  • Government contract update:
  • More than 60% of government supply completed
  • Balance 40% expected to be completed before beginning of second half
  • Fixed-price contracts with no ability to pass on raw material price increases

Additional Notes Section

  • The transcript was attached to the regulatory filing and is also available on the company's website at www.singerindia.com.
  • The document represents a compliance filing under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
  • The call included Q&A session with multiple investors and analysts covering topics including growth drivers, market share gains, capacity expansion plans, promoter involvement, dividend policy, and segment breakdowns.
  • Financial data was extensively disclosed including revenue breakdowns by product category and channel performance metrics.