SEDEMAC
SEDEMAC Mechatronics financials
- Market cap
- ₹12.8k Cr
- Calls analysed
- 1
SEDEMAC Q4 FY26
What went well
- FY26 Revenue of ₹1,058 crore, up 61% YoY from FY25, crossing the ₹1,000 crore mark for the first time.
- Q4 FY26 revenue growth exceeded 60% YoY, with even higher growth in EBITDA and PAT.
- FY26 EBITDA was more than ₹200 crore, achieving a 21% EBITDA percentage.
What to watch
- Commodity price inflation and semiconductor supply chain tightening are expected to put mild pressure on EBITDA percentage in FY27.
- Potential negative impact of a strong El Nino in CY26 on Indian monsoon (affecting 2W market) and US hurricane season (affecting genset market).
What SEDEMAC Mechatronics Limited does
SEDEMAC Mechatronics designs, develops, and manufactures control-intensive Electronic Control Units (ECUs) and motor controllers used in two- and three-wheelers (engine-powered and electric) and in generator sets, selling to major vehicle and industrial OEMs in India, the US, and Europe. Its core technology is proprietary sensorless motor control (SLC), embedded in Integrated Starter Generator (ISG) ECUs, EFI ECUs, and motor control units (MCUs) for electric vehicles, alongside genset controllers for the industrial segment. The company is expanding beyond its current two-wheeler/genset base into commercial-vehicle after-treatment control units (ACUs), electric light commercial vehicles, and power tools. It earns by selling these ECUs and controllers, built around in-house software stacks, directly to OEM customers rather than through aftermarket channels.
Segments
- Mobility
- Industrial
- Cumulative ECUs sold since inception
- 12 million+
- Current manufacturing plants
- 2 (MF1 main plant, 40,000 sq ft, Chakan, Pune; MF2, 8,000 sq ft, Wadgaon Budruk, Pune)
- New manufacturing plants under construction
- 2 in Chakan, Pune (MF3 for ECUs, 120,000 sq ft; MF4 for electric machines, 9,000 sq ft)
- Future manufacturing land bank
- ~13 acres acquired at Shoolagiri (SIPCOT), Tamil Nadu, for a future South India plant
- Sensorless ISG adoption among OEMs
- Used by 3 of India's top 4 two-wheeler OEMs
- Geographic markets served
- India, United States, Europe
Guidance record · Q4 FY26
what the last two calls moved 6 tracked 0 delivered 0 missed 6 open- MF3 ECU Shipments Start open said Q4 FY26 Promised: Shipment of ECUs from the new MF3 plant to begin from Q2 FY27. Q4 FY26: Management expects shipments to start from Q2 of the financial year.
All 6 tracked — every revision, and every one management stopped mentioning.
Open the guidance ledgerQuarterly results
Q1 FY27: revenue up 72.2%, net profit up 266.7% against the same quarter last year.
| Line item | Q4 FY25 | Q1 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|
| Revenue | 180 | 217 | 267 | 288 | 310 +72% |
| EBITDA | 28 | 43 | 51 | 60 | 59 +111% |
| Net profit | 9 | 17 | 24 | 32 | 33 +267% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Performance +100.3% YTD
YTD: ₹1,451.1 on 11 Mar 2026 → ₹2,906.2. High ₹3,261.4 (20 Aug 2026), low ₹1,441.3 (12 Mar 2026).
How the price took the results
close before → close after
- Q4 FY26
- −0.5%
- 18 May
The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.
Balance sheet
| Year ending | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|
| Equity capital | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹44 Cr |
| Reserves | ₹109 Cr | ₹114 Cr | ₹115 Cr | ₹124 Cr | ₹303 Cr | ₹405 Cr |
| Borrowings | ₹47 Cr | ₹90 Cr | ₹134 Cr | ₹170 Cr | ₹64 Cr | ₹72 Cr |
| Other liabilities | ₹64 Cr | ₹58 Cr | ₹82 Cr | ₹108 Cr | ₹123 Cr | ₹292 Cr |
| Total liabilities | ₹220 Cr | ₹262 Cr | ₹331 Cr | ₹402 Cr | ₹491 Cr | ₹814 Cr |
| Fixed assets | ₹71 Cr | ₹102 Cr | ₹136 Cr | ₹151 Cr | ₹197 Cr | ₹253 Cr |
| Capital work in progress | ₹36 Cr | ₹32 Cr | ₹44 Cr | ₹62 Cr | ₹53 Cr | ₹91 Cr |
| Investments | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹19 Cr | ₹0 Cr |
| Other assets | ₹113 Cr | ₹129 Cr | ₹151 Cr | ₹189 Cr | ₹222 Cr | ₹470 Cr |
| Total assets | ₹220 Cr | ₹262 Cr | ₹331 Cr | ₹402 Cr | ₹491 Cr | ₹814 Cr |
How to read this
As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Who owns it
As disclosed at Jun 2026
Since Mar 2026, DIIs trimmed −4.12 pp while the public added +2.39 pp. The shareholder count grew 42% to 25,697.
- Promoters
- 26.2%
- FIIs
- 4.3%
- DIIs
- 39.8%
- Public
- 29.7%
Since Mar 2026
- DIIs −4.12 pp
- Public +2.39 pp
- FIIs +1.75 pp
Who bought this quarter
since Mar 2026
Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.
- ICICI Prudential Smallcap Fund, ICICI Prudential Transportation and Logistics Fund, ICICI Prudential Quality Fund, ICICI Prudential Flexicap Fund Mutual fund newly disclosed 2.60% held
- Aditya Birla Sun Life Multi Asset Allocation Fund, Aditya Birla Sun Life Transportation and Logistics Fund, Aditya Birla Sun Life Special Opportunities Fund, Aditya Birla Sun Life Small Cap Fund Mutual fund +0.32 pp 2.06% held
- HDFC Life Insurance Company Limited Insurer +0.24 pp 2.49% held
The same filing shows 4 holders trimming and 3 off the list — both are in the register beside this.
Who is on the register
Named in the Jun 2026 filing
Every holder of SEDEMAC Mechatronics Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.
A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.
Mutual funds in SEDEMAC
Filings to Aug 2026
0 new, 0 added, 0 trimmed, 2 sold out — net −2.48 L shares (−11.9%).
- Held by funds
- ₹539 Cr
- 6 schemes
- Biggest holder
- SBI Automotive Opportunities Fund
- ₹154 Cr · 2.4% of that fund
| Scheme | Holding | Last month | Held since |
|---|---|---|---|
| SBI Automotive Opportunities Fund SBI Mutual Fund | ₹154 Cr | held | Mar '26 |
| SBI Innovative Opportunities Fund SBI Mutual Fund | ₹140 Cr | held | Mar '26 |
| HDFC Defence Fund HDFC Mutual Fund | ₹107 Cr | held | Mar '26 |
| SBI Quality Fund SBI Mutual Fund | ₹46 Cr | held | Mar '26 |
| HDFC Transportation and Logistics Fund HDFC Mutual Fund | ₹46 Cr | held | Mar '26 |
| HDFC Manufacturing Fund HDFC Mutual Fund | ₹46 Cr | held | Mar '26 |
HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.
Mutual funds Aug 2026
0 added, 0 trimmed — net −2.48 L shares (−11.9%)
- Held by funds
- ₹539 Cr
- 6 schemes
- Biggest holder
- SBI Automotive Opportunities Fund
- ₹154 Cr · 2.4% of that fund
Shares held by these funds −21%
Mar '26 20.90 L shares Jul '26
What the price assumes
- Growth the price implies
- 49.7% a year
- for 7 years, fading to 4%
- It has actually compounded at
- Not enough history
- The gap
- —
- between what it did and what it must do
Learn to analyse SEDEMAC Mechatronics Limited
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