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#SME #HIGHNESS #HighnessMicroelectronics
Highness Microelectronics Limited H2 FY26 Earnings Call Highlights
👉 FY27 & Future Outlook:
▫️Management targets FY27 revenue of ₹30-32 Cr with EBITDA margins around 35% and PAT margins >25%
💠For FY28, revenue is guided to exceed ₹50 Cr while maintaining similar margin profile.
💠Steady-state EBITDA margins post-stabilization of new lines expected at 30-32% and PAT at 15-17%; near-term guidance reflects optimism from favourable project mix, high-margin contracts and backward integration benefits.
💠Goa COG/FOG facility on track for first commercial production in ~1 year (July-Aug 2027); will drive 10-15% reduction in input costs through in-house open-cell manufacturing.
💠Advanced glass cutting line at existing Rabale facility to be operational by end-July / mid-August 2026, immediately supporting railways & metro orders.
💠Phased machine capex of ~₹20 Cr (first phase ₹10-12 Cr, second ₹8-10 Cr) focused on automation and capacity tripling.
💠Key growth drivers: defence indigenization, railway modernization, medical electronics and industrial automation.
💠Strategic focus on higher value-add solutions, localization, technology partnerships (including Axiom USA) and global market expansion.
👉 Current Order Book / Projects and Future Pipeline:
▫️Order pipeline described as healthy and growing with customer engagement and diversified demand across all four segments
💠Three design wins already secured from APAC (including Australia) in railways and aerospace — revenue already booked >₹5-6 Cr; another three railway design wins in advanced pipeline expected to close during FY27.
💠Defence & Aerospace contributed 39% (₹6.38 Cr) of FY26 revenue; value-addition currently 40-45% (target 50-60% post-capex).
💠Railways 27% (₹4.36 Cr), Medical & Healthcare 26.7% (₹4.30 Cr), Industrial Automation 6.6% (₹1.07 Cr).
💠Export revenue at 43.8% (₹7.06 Cr) with established orders from Australia & Gulf and rising interest from Western countries; management targeting gradual increase in global share.
💠Addressable opportunity in railways/metro display market; roadmap to capture initial 10%+ market share once Goa facility ramps up, with further domestic and export upside.
💠Delayed export trade receivables largely cleared; final tranche expected by September 2026.
👉 Other Notable Points:
▫️Vertically integrated player with 19+ years of experience, 45+ team size, 17+ product offerings and in-house design-to-manufacturing capabilities; claims as only Indian manufacturer for certain specialised displays competing with global giants.
💠Competitive strengths highlighted: ISO 13485:2016 & ISO 9001:2015 certifications, customisation-led OEM solutions, repeat customer base, rugged/weather-resilient products engineered for extreme conditions
💠Sourcing primarily display glass from Far East Asia followed by significant in-house value addition and ruggedization (especially for defence); minimal direct geopolitical impact.
💠Business model split between off-the-shelf products and customised market-specific solutions across Defence & Aerospace, Railways, Medical & Healthcare, and Industrial Automation
👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform.
👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional.
———
👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform :
💠 OBSC Perfection
💠 Aimtron Electronics
💠 Yash Highvoltage
💠 CFF Fluid Control
💠 DSM Fresh Foods
💠 L.T. Elevator
💠 Monolithisch India
💠 GSM Foils
👉Across Different Sectors. One common place.
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👉Stay tuned for more insights
———
⚠️ For educational purposes only. Not investment advice. Please DYODD.
#SMEGems #SMEPlatform #HiddenChampions #SME
Highness Microelectronics is locked in at UC.
Quite unreal, that market somehow misjudged it at listing, but I guess undervaluation didn't stay for long.
#highness
Highness MicroElectronics Valuation & Business Review
As Highness Microelectronics lists tomorrow, I decided to do a detailed business breakdown & a DCF-based valuation analysis.
With an IPO price of 120, my estimated fair value stands at INR 197 for FY26.
Disc: Post is purely meant for educational purposes, and not a buy/sell recommendation. Please consult your advisor or do your due diligence before investing.
Detailed thread & business review below.
#highness #HighnessMicroelectronics
Highness Microelectronics signed another interesting MOU with Axiom.
If anyone is keen, they can read my detailed thread on the company below.
#highness #highnessmicroelectronics
Highness MicroElectronics Valuation & Business Review
As Highness Microelectronics lists tomorrow, I decided to do a detailed business breakdown & a DCF-based valuation analysis.
With an IPO price of 120, my estimated fair value stands at INR 197 for FY26.
Disc: Post is purely meant for educational purposes, and not a buy/sell recommendation. Please consult your advisor or do your due diligence before investing.
Detailed thread & business review below.
#highness #HighnessMicroelectronics
Highness Microelectronic
Very tiny market cap, yet seems like a good potential candidate.
Saw few interviews of Promoters, so far so good.
#highness
SME BULK DEALS on 02/04/2026
🇳 • ARUNAYA • Arunaya Organics Limited
🟥 • DEEPAL PRAVINBHAI SHAH HUF • SELL • 1,48,000 SHARES • ₹15.60
🟩 • MNM STOCK BROKING PVT LTD • BUY • 1,48,000 SHARES • ₹15.60
🇧 • 544468 • BDI • B. D. Industries (Pune) Ltd
🟩 • SHIV AUM STEELS LIMITED • BUY • 74,400 SHARES • ₹108.95
🇧 • 543516 • DHYAANITR • Dhyaani Tradeventtures Ltd
🟩 • KRISHNA TRADE FINANCE • BUY • 86,800 SHARES • ₹5.34
🇧 • 544626 • EXATO • Exato Technologies Ltd
🟥 • ALGOQUANT FINANCIALS LLP • SELL • 100,000 SHARES • ₹341.60
🟩 • ALGOQUANT FINTECH LIMITED • BUY • 100,000 SHARES • ₹341.60
🇳 • FALCONTECH • Falcon Technoproj Ind Ltd
🟩 • SHRISHTI AGRAWAL • BUY • 61,200 SHARES • ₹13.07
🇧 • 544741 • HIGHNESS • Highness Microelectronics Ltd
🟩 • ABY ABRAHAM • BUY • 36,000 SHARES • ₹125.00
🟩 • AMIT RAJENDRA PRASAD AGARWAL • BUY • 108,000 SHARES • ₹125.00
🇳 • MPEL • Manas Polymer N Energie L
🟥 • LAKSHMISHREE INVESTMENT & SECURITIES LIMITED • SELL • 64,000 SHARES • ₹45.56
🇧 • 543464 • SPITZE • Maruti Interior Products Ltd
🟥 • ABHISHEK ASHVINBHAI KAMDAR HUF • SELL • 212,000 SHARES • ₹67.53
🟩 • GAJKARNA FINANCIAL SERVICES PRIVATE LIMITED • BUY • 200,000 SHARES • ₹67.53
🇳 • PARAMPARA • PARAMPARA DAIRY DLGHT LTD
🟩 • DHIRAJBHAI VAGHJIBHAI KORADIYA • BUY • 64,000 SHARES • ₹11.45
🟥 • HITESHBHAI PRABHUDAS JAIN • SELL • 64,000 SHARES • ₹11.45
🇧 • 543366 • SBLI • SBL Infratech Ltd
🟩 • DHIRAJBHAI VAGHJIBHAI KORADIYA • BUY • 4,800 SHARES • ₹37.50
🟥 • HITESHBHAI PRABHUDAS JAIN • SELL • 4,800 SHARES • ₹37.50
🇧 • 544738 • SPML • Speciality Medicines Ltd
🟩 • NIRAJ RAJNIKANT SHAH • BUY • 84,000 SHARES • ₹124.28
Highness Micro Electronics lists at 5% premium at 125.
Anyone keen on evaluating the company, post listing, can read the thesis below.
#SMEIPO #highness #highnessmicroelectronics #IPOalert
Highness MicroElectronics Valuation & Business Review
As Highness Microelectronics lists tomorrow, I decided to do a detailed business breakdown & a DCF-based valuation analysis.
With an IPO price of 120, my estimated fair value stands at INR 197 for FY26.
Disc: Post is purely meant for educational purposes, and not a buy/sell recommendation. Please consult your advisor or do your due diligence before investing.
Detailed thread & business review below.
#highness #HighnessMicroelectronics
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