SEDEMAC Mechatronics
SEDEMAC Mechatronics
AutomobilesKey Fundamentals
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Key Insights
Strengths
1- Company has delivered good profit growth of 69.4% CAGR over last 5 years
Weaknesses
3- Stock is trading at 28.6 times its book value
- Though the company is reporting repeated profits, it is not paying out dividend
- Debtor days have increased from 29.7 to 46.1 days.
Growth Rate
AI Analysis — Bull vs Bear
anthropic claude-opus-4.6 26d agoSedemac Mechatronics Ltd is a small-cap mechatronics company in the automobiles sector with a market cap of ₹14,308 Cr, trading at a PE of 119.7x and 31.9x book value. The company has delivered exceptional profit growth of 129% CAGR over 3 years and 70% over 5 years, but carries a premium valuation with zero dividend payout.
- Exceptional compounded profit growth of 129% CAGR over the last 3 years indicates rapid earnings expansion
- Strong 5-year compounded profit growth of 70% CAGR demonstrates sustained long-term earnings trajectory
- TTM sales growth of 61% signals continued strong revenue momentum in the current period
- Compounded sales CAGR of 36% over 3 years and 35% over 5 years shows consistent top-line scaling
- ROE of 28% in the last year reflects efficient capital utilization and strong profitability
- 3-year average ROE of 22% and 5-year average of 18% indicate structurally healthy return generation
- TTM profit growth of 121% substantially outpaces revenue growth of 61%, suggesting improving operating leverage
- Positioned in the mechatronics/automobiles space which benefits from increasing electronic content in vehicles
- PE ratio of 119.7x is extremely elevated, pricing in several years of flawless execution with no margin for error
- Price-to-book ratio of 31.9x is exceptionally high, indicating the stock trades at a steep premium to its asset base
- Zero dividend yield despite repeated profitability means shareholders rely entirely on capital appreciation for returns
- Debtor days have increased from 29.7 to 46.1 days, a 55% deterioration in receivables collection efficiency
- At ₹14,308 Cr market cap with such elevated multiples, any earnings miss could lead to sharp multiple compression
- No 10-year track record data available for sales or profit growth, limiting long-term visibility into business cycle resilience
- Debt-to-equity ratio is not disclosed, creating uncertainty around the company's leverage and financial risk profile
- Sustaining 70-129% profit CAGR from a growing base becomes mathematically harder, raising mean-reversion risk on growth rates
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
anthropic claude-opus-4.6 22d ago- Q1 profit surges 95% YoY Jul 28
Net profit jumped 95% YoY to ₹33.31 crore in Q1FY26, with Mobility segment revenue growing 53% YoY.
- ESOP plans face scrutiny Aug 7
Company defended ESOP 2014 and ESOS 2025 pricing to proxy advisor IIAS over concerns about deep discounts and long exercise periods. Shareholder postal ballot held Aug 17 for ratification.
- Investor plant visit Aug 25 Aug 20
Group meeting with investors and analysts scheduled in Pune on August 25, 2026, including physical plant visit covering Q1FY27 performance.
- AGM scheduled Sep 9 Aug 12
19th Annual General Meeting set for September 9, 2026, with voting eligibility cut-off date of August 31, 2026.
TL;DR: Sedemac delivered a strong Q1FY26 with 95% profit growth driven by its Mobility segment, signaling healthy demand traction. No material headwinds are visible, though ESOP-related governance concerns drew proxy advisor attention. The upcoming investor visit and AGM should provide further clarity on growth sustainability and capital allocation priorities.
Quarterly Results
| Particulars | Mar 2025 | Jun 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|
| Sales | 180 | 217 | 267 | 288 | 310 |
| Expenses | 152 | 174 | 216 | 227 | 251 |
| Operating Profit | 28 | 43 | 51 | 60 | 59 |
| OPM % | 16% | 20% | 19% | 21% | 19% |
| Other Income | 0 | 3 | 3 | 1 | 1 |
| Interest | 3 | 2 | 2 | 1 | 2 |
| Depreciation | 13 | 13 | 18 | 18 | 16 |
| PBT | 13 | 30 | 33 | 42 | 41 |
| Tax % | 32% | 43% | 27% | 23% | 19% |
| Net Profit | 9 | 17 | 24 | 32 | 33 |
| EPS in Rs | 3,042 | 6,011 | 5.56 | 7.26 | 7.54 |
Profit & Loss
| Particulars | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Sales | 240 | 283 | 423 | 531 | 658 | 1,058 |
| Expenses | 213 | 254 | 376 | 452 | 537 | 842 |
| Operating Profit | 28 | 29 | 47 | 78 | 121 | 217 |
| OPM % | 12% | 10% | 11% | 15% | 18% | 20% |
| Other Income | 3 | 3 | 7 | 5 | 4 | 5 |
| Interest | 4 | 7 | 16 | 38 | 12 | 9 |
| Depreciation | 17 | 21 | 30 | 36 | 45 | 63 |
| PBT | 9 | 4 | 8 | 9 | 68 | 150 |
| Tax % | 17% | 21% | -7% | 33% | 30% | 31% |
| Net Profit | 7 | 4 | 9 | 6 | 47 | 104 |
| EPS in Rs | 6,609 | 3,182 | 7,721 | 5,250 | 16,625 | 23.45 |
| Div. Payout % | 0% | 0% | 0% | 0% | 0% | 0% |
Balance Sheet
| Particulars | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Equity Capital | 0.01 | 0.01 | 0.01 | 0.01 | 0.03 | 44 |
| Reserves | 109 | 114 | 115 | 124 | 303 | 405 |
| Borrowings | 47 | 90 | 134 | 170 | 64 | 72 |
| Other Liabilities | 64 | 58 | 82 | 108 | 123 | 292 |
| Total Liabilities | 220 | 262 | 331 | 402 | 491 | 814 |
| Fixed Assets | 71 | 102 | 136 | 151 | 197 | 253 |
| CWIP | 36 | 32 | 44 | 62 | 53 | 91 |
| Investments | 0 | 0 | 0 | 0 | 19 | 0 |
| Other Assets | 113 | 129 | 151 | 189 | 222 | 470 |
| Total Assets | 220 | 262 | 331 | 402 | 491 | 814 |
Cash Flow
| Particulars | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Operating | 16 | 10 | 78 | 61 | 91 | 128 |
| Investing | -26 | -51 | -51 | -59 | -105 | -148 |
| Financing | 2 | 35 | -24 | -1 | 13 | 18 |
| Net Cash Flow | -7 | -6 | 2 | 0 | -1 | -2 |
| Free Cash Flow | -7 | -40 | 22 | -6 | 5 | -47 |
| CFO/OP | 63 | 39 | 166 | 85 | 87 | 71 |
Ratios
| Particulars | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Debtor Days | 46 | 21 | 13 | 19 | 24 | 46 |
| Inventory Days | 135 | 173 | 109 | 118 | 120 | 106 |
| Days Payable | 124 | 83 | 80 | 77 | 76 | 128 |
| Cash Conversion Cycle | 57 | 110 | 42 | 60 | 68 | 25 |
| Working Capital Days | 9 | 2 | -38 | -43 | 21 | 17 |
| ROCE % | — | 6% | 11% | 18% | 24% | 35% |
Insights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
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54 extracted metrics + investor summaries across FY21–FY27.
Documents
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Company Information
Incorporated in 2007, SEDEMAC Mechatronics Ltd is a Pune-based technology company specializing in control electronics.[1]
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