Top Tweets for #SEDEMAc
๐ 2026 IPO report card: ESDS +181%, Indo-MIM +165%, Shadowfax +133% (it listed below issue). At the bottom: Aastha Spintex โ81%, Turtlemint โ61%, Annu Projects โ59%. Listing day isnโt the final verdict. Not investment advice.
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10 Small Cap Stocks that witnessed an increase in FII holding in Q2 FY27
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#SEDEMAC
Most were busy extrapolating the results and posting reactions.
Meanwhile, me, who guessed the PEAD right and chose to stay SILENT. ๐
#QuestioningConvictionMuscle
Cheat code
When AI scores management sentiment as cautious or neutral,
but the underlying business model remain strong...
As a contrarian investor, you know what to do. ๐
#SEDEMAC
SEDEMACโs growth is coming with a more demanding cash profile. Q2 revenue rose ๐ฏ๐ต.๐ด% year on year to โน๐ฐ๐ฌ๐ฌ.๐ฒ ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ, but EBITDA margin fell to ๐ญ๐ต.๐ฌ% from ๐ฎ๐ญ.๐ณ%, while H1 operating cash flow turned to an outflow of โน๐ฎ๐ฌ.๐ฐ ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ. The quarter shows strong mobility revenue growth and programs moving through ramp-up; it also shows how much working capital, pricing execution and new capacity now matter to the quality of that growth. The September 2025 comparative figures were board-approved but were not audited or subjected to limited review.
1) Mobility is doing the heavy lifting. Q2 mobility revenue grew ๐ฑ๐ฎ.๐ฒ% to โน๐ฏ๐ฒ๐ฒ.๐ฐ ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ, while Industrial revenue fell ๐ฎ๐ฒ.๐ฎ% to โน๐ฏ๐ฐ.๐ฏ ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ. Mobility was ๐ต๐ญ.๐ญ% of H1 sales. The segment mix makes the growth story clear, but it also leaves the consolidated result more dependent on mobility execution while the smaller Industrial business remains weak. Management linked softer North American genset EFI demand to a weaker hurricane season and said it was seeing recovery signs; the accounts do not quantify how much of Industrialโs decline that explains.
The companyโs control-intensive ECU count reached ๐ฐ.๐ฒ๐ฌ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป on a trailing-twelve-month basis, up ๐ฐ๐ฐ.๐ฎ%, alongside TTM revenue growth of ๐ฐ๐ณ.๐ด%. Management says this subset of ECU volumes correlates fairly strongly with revenue, but it also sells other ECU types and has not provided a price or mix bridge. The figures are consistent with volume-led expansion, not a complete explanation of it. Sequentially, Q2 revenue was ๐ฎ๐ต.๐ฏ% above Q1, while the EBITDA proxy rose ๐ฎ๐ฒ.๐ต% and margin eased from ๐ญ๐ต.๐ฐ% to ๐ญ๐ต.๐ฌ%; that comparison is not seasonally adjusted.
2) Launch execution is progressing, while the next layer remains conditional. Management says the export ICE three-wheeler ISG and FY26-launched electric two-wheeler MCU are fully ramped. Two of the three planned top-ten motorcycle launches are also fully ramped; the third remains expected in Q4 FY27. ISG plus EFI shipments have exceeded one million since October 2024, but management declined to give a current run-rate, so the past shipment pace is not a forecast.
A European two/three-wheeler OEM program has been won, with start of production expected in H1 FY28. Commercial vehicle controllers and a power-tool MCU broaden the pipeline, but should not yet be counted as growth drivers. The CV aftertreatment controllerโs expected start moved from H2 FY27 to H1 FY28, and management did not disclose why. Power tools are earlier still: management says both success and eventual scale are unknown. These programs offer possible future growth, not current revenue support.
3) Capacity is arriving before its economics are visible. MF3, a 120,000-square-foot facility around three times MF1โs size, has begun pilot production; it is not yet in full production. Management estimates that MF3 could be ๐ฒ๐ฑโ๐ณ๐ฌ% utilized if fully populated at todayโs revenue, versus ๐ต๐ฌ%+ utilization at MF1, and expects a substantial shift by FY27 end while describing the timing as flexible. That is a scenario, not achieved utilization. TTM ROCE has meanwhile eased to ๐ฏ๐ฐ% from ๐ฏ๐ด%; management attributes the decline to investment ahead of the plant becoming operational. The return case depends on filling the capacity and converting it into earnings.
4) The margin and cash questions are now connected. H1 EBITDA margin was ๐ญ๐ต.๐ฎ%, against ๐ฎ๐ญ.๐ฐ% a year earlier. Management attributed the pressure mainly to raw-material inflation, partly offset by operating leverage, and said PCB costs would add pressure in H2. Its prepared remarks say H2 EBITDA is expected to hold versus H1 without specifying whether that means amount or margin; the same-day investor presentation says EBITDA percentage is likely to hold. These are management expectations, not guarantees, and the difference in wording leaves the spoken metric ambiguous. There is no automatic raw-material pass-through: the CFO said price changes are negotiated, with discussions ongoing. Price recovery therefore remains an execution variable, not a built-in offset.
Working capital, by the companyโs definition, rose from โน๐ญ๐ฏ๐ฑ ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ in March to โน๐ฎ๐ฑ๐ด ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ in September. That is about ๐ญ๐ฒ.๐ญ% of annualized Q2 revenue, or ๐ญ๐ด.๐ฎ% using annualized H1 revenue, so the ratio depends on the denominator. CFO Shashi Suryanarayanan said the increase primarily reflected revenue growth and did not expect the situation to change substantially. He described the ratios as not very different, but his rounded comparison of โน๐ฎ๐ฑ๐ฌ ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ against annualized Q2 revenue of โน๐ญ,๐ฒ๐ฌ๐ฌ ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ and โน๐ญ๐ฏ๐ฑ ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ against Q4 revenue of โน๐ฎ๐ด๐ณ ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ annualized gives about ๐ญ๐ฑ.๐ฒ% versus ๐ญ๐ญ.๐ด%. That arithmetic does not support the description; managementโs explanation and outlook remain separate from the balance-sheet calculation. Earlier, management also cited longer semiconductor lead times, lower payable days and advance buying, and estimated inventory cover at roughly 60 days of sales. The balance sheet confirms the build, but not how quickly inventory and receivables will convert back to cash.
H1 operating cash flow was negative โน๐ฎ๐ฌ.๐ฐ ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ, versus positive โน๐ญ๐ฎ๐ฌ.๐ณ ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ a year earlier, with inventory and receivables absorbing cash. Borrowings increased to โน๐ฎ๐ฐ๐ฑ.๐ฒ ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ from โน๐ฑ๐ฌ.๐ฒ ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ at March, while cash and other bank balances fell to โน๐ญ๐ฌ.๐ต ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ from โน๐ฒ๐ฐ.๐ฐ ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ. Borrowings less those balances are โน๐ฎ๐ฏ๐ฐ.๐ณ ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ, a simple proxy that excludes โน๐ญ๐ฌ๐ฒ.๐ฑ ๐ฐ๐ฟ๐ผ๐ฟ๐ฒ of lease liabilities and is not company-defined net debt. Management said borrowing supports growth and facility readiness, and that reducing debt in isolation is not its objective. It also expects H2 capex to be lower than H1, mainly because MF3 capex should decline as the plant nears readiness; it gave no exact estimate. This does not by itself establish lower borrowing or the overall cash-flow outcome. The cash-flow and balance-sheet movements make conversion and returns important to follow, without by themselves establishing financial distress.
The near-term test is whether negotiated pricing and cash recovery keep pace with input costs and capacity investment. If the filed H2 margin expectation is delivered while working capital begins to convert and MF3 ramps, growth could look more self-funding; if not, strong sales may continue to require rising financing. The launch milestones show execution; the question is whether pricing, cash conversion and MF3 utilization can turn that execution into earnings and returns before financing needs keep rising.
Not a recommendation. Just tracking.
HSBC on #SEDEMAC Mechatronics | BUY | TP: โน4,000
Upside potential 25% ๐ฅ
Key takeaways -
โ
HSBC believes the premium valuation is justified, with its โน4,000 target price implying 64x FY28E P/E.
โ
Q2 revenue was in-line with estimates, while EBITDA margins missed due to higher semiconductor and PCB costs.
โ
Management expects margins in 2H to remain broadly stable versus 1H.
โ
Rising penetration of ISG and EFI ECUs will support ASP expansion and revenue growth.
โ
New business wins in ISG ECU and magneto kits provide additional growth levers.
Increasing ECU penetration, technology-led product upgrades and rising content per vehicle could drive the next leg of SEDEMAC's growth.
#SEDEMAC #AutoAncillary #Electronics #HSBC
#SEDEMAC Technologies: Strong growth, improving profitability & rising ECU volumes! ๐ฅ
โ
Q2FY27 Revenue: โน401 Cr | +40% YoY ๐ฅ
โ
EBITDA: โน76 Cr | +22% YoY
โ
PAT: โน39 Cr | +30% YoY
H1FY27:
โ
Revenue: โน710 Cr | +41% YoY
โ
EBITDA: โน136 Cr | +26% YoY
โ
PAT: โน72 Cr | +53% YoY
TTM Performance:
โ
Revenue: โน1,265 Cr | +48% YoY
โ
EBITDA: โน250 Cr | +47% YoY
โ
PAT: โน129 Cr | +82% YoY
โ
EBITDA Margin: 19.8%
โ
PAT Margin: 10.2%
โ
ROCE: 34% ๐ฅ
The real story is the growth runway:
โ
Control-intensive ECU sales crossed 14 million cumulatively.
โ
TTM ECU volumes reached 45.97 lakh units vs 31.87 lakh in FY26 โ strong volume expansion.
โ
Revenue, EBITDA and PAT delivered 3-year CAGRs of 38%, 59% and 89%, respectively.
โ
ISG ECU for export ICE 3-wheelers has fully ramped up, with 1 million units shipped in approximately two years.
โ
ISG + EFI ECU products are witnessing strong ramp-up, with a European 2/3-wheeler OEM business win.
โ
New business opportunity: ISG ECU + Magneto Kit, with SOP expected in H1FY28.
SEDEMAC is building a differentiated position in mission-critical electronic control systems for mobility and industrial applications.
#SEDEMAC #ElectronicsManufacturing #EV #Automotive #Investing
#SEDEMAC Achieved cumulative sales over 5 million motor controller
Get stock alerts on WhatsApp ๐ https://t.co/SEtJkLoEDp
Sedemac concall is the best concall to listen the management guidance is simple, clean and ofcourse professor shashi bashing analysts for asking the obvious questions๐!
PS: The company is founded by IIT bombay students along with IIT Bombay professor shashi!
#SEDEMAc
#SEDEMAC crossed 5 million cumulative scooter motor controllers sold in October 2026.
Good #Q2FY27 updates:
1. Northern Arc Capital #NorthArc
2. Sedemac Mechatronics #Sedemac
3. Manipal Payment and Identity Solutions #MPIManipal
4. Awfis Space Solutions #Awfis
5. Sandur Manganese #Sandur
6. Anthem Biosciences #anthembio
7. JG Chemicals #JGChem
๐๏ธ SEDEMAC Mechatronics (SEDEMAC) call was streaming live on EquiSense, it just ended. Here is the decode โฌ๏ธ
#SEDEMAC #EarningsCall
#SEDEMAC Technologies: Strong growth, improving profitability & rising ECU volumes! ๐ฅ
โ
Q2FY27 Revenue: โน401 Cr | +40% YoY ๐ฅ
โ
EBITDA: โน76 Cr | +22% YoY
โ
PAT: โน39 Cr | +30% YoY
H1FY27:
โ
Revenue: โน710 Cr | +41% YoY
โ
EBITDA: โน136 Cr | +26% YoY
โ
PAT: โน72 Cr | +53% YoY
TTM Performance:
โ
Revenue: โน1,265 Cr | +48% YoY
โ
EBITDA: โน250 Cr | +47% YoY
โ
PAT: โน129 Cr | +82% YoY
โ
EBITDA Margin: 19.8%
โ
PAT Margin: 10.2%
โ
ROCE: 34% ๐ฅ
The real story is the growth runway:
โ
Control-intensive ECU sales crossed 14 million cumulatively.
โ
TTM ECU volumes reached 45.97 lakh units vs 31.87 lakh in FY26 โ strong volume expansion.
โ
Revenue, EBITDA and PAT delivered 3-year CAGRs of 38%, 59% and 89%, respectively.
โ
ISG ECU for export ICE 3-wheelers has fully ramped up, with 1 million units shipped in approximately two years.
โ
ISG + EFI ECU products are witnessing strong ramp-up, with a European 2/3-wheeler OEM business win.
โ
New business opportunity: ISG ECU + Magneto Kit, with SOP expected in H1FY28.
SEDEMAC is building a differentiated position in mission-critical electronic control systems for mobility and industrial applications.
#SEDEMAC #ElectronicsManufacturing #EV #Automotive #Investing
#SEDEMAC โ Q2 updates -
This is not just โVOLUME GROWTH.โ
LOOK AT THE ACCELERATION.
Q2 FY27 control-intensive ECUs/controllers sold: 1.45 Mn units vs 1.06 Mn in Q2 FY26
โก๏ธ +37.5% YoY
But TTM is even more interesting:
TTM Sepโ26: 4.60 Mn
TTM Sepโ25: 3.19 Mn
โก๏ธ +44.2% YoY
And then comes a milestone worth watching:
1 MILLION cumulative ISG + EFI ECUs
Started: Octโ24
250K: Augโ25 โ 10 months
500K: Janโ26 โ 15 months
1M: Sepโ26 โ 23 months
So the High valuation.
SEDEMAC Mechatronics Q2: Profit rises 18%, revenue up 29% sequentially
@Navneetvats0009
https://t.co/mIUxJKWM4Q
#SEDEMAC #Q2Results #Earnings #AutoComponents #StockMarket
Sedemac Mechatronics โ Q2FY27 Results ๐
#Q2Results #Q2FY27 #Sedemac
Revenue โน400.64 Cr vs โน286.48 Cr
(+39.85% YoYโ+29.33% QoQ)
EBITDA โน75.57 Cr vs โน61.06 Cr
(+23.76% YoYโ+27.72% QoQ)
EBITDA Margin 18.86% vs 21.31% YoY & 19.10% QoQ
PBT โน50.53 Cr vs โน45.02 Cr
(+12.24% YoYโ+22.23% QoQ)
PAT โน39.18 Cr vs โน30.14 Cr
(+29.99% YoYโ+17.62% QoQ)
Other Income โน0.61 Cr vs โน1.23 Cr YoY & โน0.86 Cr QoQ
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