Sigachi Industries Limited (SIGACHI) Earnings Call Transcripts

Sigachi Industries Limited's Latest Earnings Call - Q4 FY2026

Sigachi Industries Limited reported stable Q4 FY '26 results with total operating income of INR 121.89 crores, an EBITDA of INR 15.4 crores, and a net profit of INR 7.6 crores. The company maintained a focus on operational discipline and strategic expansion, with significant progress in its MCC and CCS projects at Dahej. Management provided strong guidance for FY '27, expecting revenues between INR 650 crores and INR 675 crores, with an EBITDA margin of 18% to 20%, driven by capacity expansions and improved product mix.

Reported metrics

Guidance from management

Sigachi expects FY '27 revenue between INR 650 crores and INR 675 crores, with an EBITDA margin of 18% to 20%, driven by new capacities at Dahej and Jhagadia.

What management said

Yes. Thank you, Darshil. The additional revenues comes from Dahej and Jhagadia, the enhanced capacities. And also API, we are expecting a good growth and also the continued O&M expansion every year, it is giving a good growth. This year, that's why we not -- that is only around 650 to 675 only is the range we expected because the capacities -- expanded capacities of 12,000 metric tonnes from Dahej 2, that is a new fa...

Darshil, yes, of course, we will see that. But I would just like to tell you that the first quarter of the next financial year, the ramp-up will not be at absolute 100%. The capacity utilization gradually moves up quarter-on-quarter. So the Q1 will probably be at 30%, Q2 will gradually probably move at 40%, 45% or 50% and likewise, for the last 2 quarters for the new facility?

What analysts pressed on

Analysts questioned the timeline for capacity ramp-up and the impact of delayed insurance proceeds on financials. Concerns were raised about the ability to regain customers post-incident and the potential legal repercussions from the Hyderabad plant incident.

Main topics on the call

• Capacity Expansion — Sigachi is progressing with its 12,000 metric tonnes per annum MCC capacity project at Dahej, expected to increase total capacity to 30,000 metric tonnes by Q4 FY '27. The CCS facility at Dahej SEZ is also on track to su...
• Financial Performance — Q4 FY '26 operating income was INR 121.89 crores with an EBITDA margin of 12.63%. Net profit stood at INR 7.6 crores, translating to a PAT margin of 6.23%.
• Guidance for FY '27 — Management expects FY '27 revenue between INR 650 crores and INR 675 crores, with an EBITDA margin of 18% to 20%, supported by capacity expansions and a better product mix.
• Insurance Proceeds — There is a delay in insurance proceeds from a previous incident, expected by the end of June. Discussions are ongoing.

Read the full Sigachi Industries Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 9 Sigachi Industries Limited earnings call transcripts on record, spanning January 19, 2024 to May 30, 2026. Based on this history, Sigachi Industries Limited reports quarterly. The most recent call on file is dated May 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SIGACHI

Exchange

NSEI

Country

IN

Sector

Health Care

Industry

Pharmaceuticals

Calls on record

9

First call

January 19, 2024

Most recent

May 30, 2026

Reporting cadence

quarterly