Suprajit Engineering earnings calls.

Suprajit Engineering delivered an exceptional Q1 FY27 with consolidated revenue of ₹1,070 crores (+24% YoY)Current reported value: consolidated revenue of ₹1,070 crores (+24% YoY). No comparable prior figure is available in the source record. and EBITDA of ₹129 crores (+57% YoY)Current reported value: EBITDA of ₹129 crores (+57% YoY). No comparable prior figure is available in the source record., marking the highest-ever quarterly operating revenue. The standout performer was Global Cables & Mechatronics (GCM), where EBITDA margins more than doubled from 5.8% to 12.6%Current 12.6%. Reported change: +680bps YoY.—a direct validation of the global restructuring undertaken over past quarters. India Cable & Mechatronics (ICM) faced margin compression (down to 13% from 15%) due to raw material inflation and labor cost increases in NCR, but management characterized this as a timing issue with price pass-through negotiations underway. Phoenix Lighting & Electricals disappointed with only 5.4% revenue growth and 45% EBITDA decline due to delayed price increases, though new prices are now effective. The Sensors & Electronics Division impressed with 48%Current 48%. Reported change: +48pp YoY. revenue growth and doubled EBITDA on the back of multiple new project ramps, prompting war-footing capacity expansion. The FY27 guidance of double-digit revenue growth and 12-13.5% consolidated EBITDA margin remains intact. Key risks include labor cost pass-through delays, volatile commodity prices, and muted non-automotive demand globally.