Sedemac Mechatronics Ltd. · NSE:SEDEMAC

Sedemac Mechatronics — Q2 FY2027 Earnings Presentation

14 slides from Sedemac Mechatronics's earnings presentation, Nov 3, 2026

  1. Slide 1: SEDEMAC Innovative Controls – Exchange Filing Cover Letter

    SEDEMAC Innovative Controls November 03, 2026 To, To, BSE Limited, National Stock Exchange of India Limited, Corporate Relations Department, Listing Department, Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th Floor, Plot No. C/1, Dalal Street, G Block, Bandra Kurla Complex, Mumbai – 400001 Bandra (Ea

  2. Slide 2: SEDEMAC Mechatronics Limited Investor/Analyst Presentation

    SEDEMAC Mechatronics Limited Innovative Controls Nov 2026 Investor/Analyst Presentation © 2007-2026 SEDEMAC 1

  3. Slide 3: People in Today's Call

    People in Todays Call Shashikanth Suryanarayanan Amit Dixit Managing Director Joint Managing Director Rajesh Sheth Don Devprakash Chief Financial Officer Head, IR © 2007-2026 SEDEMAC 2

  4. Slide 4: Disclaimer

    Disclaimer This presentation is issued by SEDEMAC Mechatronics Limited (the “Company”) for general information purposes only, without regard to specific objectives, suitability, financial situations and needs of any particular person. This presentation does not constitute or form part of any offer o

  5. Slide 5: We design & supply critical, control-intensive Electronic Control Units (ECUs)

    We design & supply critical, control-intensive Electronic Control Units (ECUs) # of Control-Intensive ECUs Sold 4,597,435 3,187,171 2,122,842 1,624,332 >14 million Control-intensive ECUs sold cumulatively TTM Q2FY24 TTM Q2FY25 TTM Q2FY26 TTM Q2FY27 to major vehicle & industrial OEMs in India, the US

  6. Slide 6: Q2FY27, H1FY27 Financial Performance

    Q2FY27, H1FY27 Financial Performance Q2FY27 H1FY27 Revenue EBITDA PAT Revenue EBITDA PAT from operations from operations INR 401 Cr INR 76 Cr INR 39 Cr INR 710 Cr INR 136 Cr INR 72 Cr 21.7% 21.4% 10.5% 10.2% 9.8% 19.0% 19.2% 9.4% 401 710 136 72 76 39 62 108 286 30 504 47 Q2FY26 Q2FY27 Q2FY26 Q2FY27

  7. Slide 7: TTM Q2FY27 Financial Performance

    TTM Q2FY27 Financial Performance Revenue EBITDA PAT RoCE* % from operations TTM INR 1,265 Cr INR 250 Cr INR 129 Cr 34% Q2FY27 10.2% 19.8% 19.8% Industrial 16.8% 8.3% 38% 1265 13.2% 6.9% Mobility 250 129 34% 130 4.0% 28% 856 170 22% 127 71 574 477 79 1,135 97 80 40 729 63 495 19 396 TTM TTM TTM TTM T

  8. Slide 8: Current Markets: Mobility and Industrial

    Current Mobility: Engine-powered and Electric 2/3W Industrial: Generators Markets Software stack Software stack Software stack Software stack Software stack Software stack Software stack Key Products ISG ECU EFI ECU ISG+EFI ECU MCU Magneto/ Motor Genset Controller EFI ECU Current Stage of our Softwa

  9. Slide 9: Markets Under Development

    Markets Under Mobility: Engine-powered CVs, Electric LCVs Industrial: Power Tools Development Software stack Software stack Software stack Software stack Key Products ACU EFI ECU MCU SLC Technology, MCU Current Stage of our Software stack Propositions Initial Introduction Business Win Initial Introd

  10. Slide 10: Other Updates: New Plants, Hosur/Shoolagiri Land Acquisition

    Other Updates: New Plants, Hosur/Shoolagiri Land Acquisition Current Plants: MF1: 40000 sq ft (Main Plant) | MF2: 8000 sq ft MF4 Chakan, Pune MF5 Shoolagiri, TN (SIPCOT) MF3 Chakan, Pune Expected start of shipments of Future shipments to customers Pilot production started Electric Machines from Q3FY

  11. Slide 11: Capex, WC History & How It Has been Funded

    Capex, WC History & How It Has been Funded INR Cr 1600 Total Debt (H1FY27 annualized) H1FY27 Notes Cumulative Internal Cash Accruals 1,421 1400 Cumulative Equity Capital Raised 1200 Working Capital Investment Cumulative Tangible Investments 1,058 Steep increase in Tangible Capex 1000 Cumulative PD I

  12. Slide 12: Key Risks, Commentary

    Key Risks, Commentary Customer Concentration 2/3W EV Relevance R&D Efforts unable to % Rev from Biggest Customer continually yield % Rev from EV products innovative, significant minus within overall 2/3W rev future propositions (sum of % Rev from Next Four) 11.4% 72% 68% 58% 54% Will never go away 7

  13. Slide 13: FY27 Outlook (shared in May 2026) – Nov 2026 Comments

    FY27 Outlook (shared in May 2026) – Nov 2026 Comments Key Growth Drivers Key Dampeners SEDEMAC ISG ECU introduction on variants Semi-conductor supply chain tightening, of 3 popular (top-10 2W) motorcycle models commodity price inflation ➔ Some RM Cost of 3 of top-4 OEMs likely ↑ likely ➔ Mild EBITDA

  14. Slide 14: Q&A

    Q&A © 2007-2026 SEDEMAC 13

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