Pune firm designing/manufacturing control-intensive ECUs for 2/3-wheelers and generator sets, sold to OEMs.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 310 | +42.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 19.0 | −1.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 33.0 | +94.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
| Return on equity | +5.1 pts | Trailing twelve months | TTM · period unavailable | Not in the analysed materials. No older figure is substituted. | |
| Free cash flow margin | -4.44 | −5.2 pts | Fiscal year | FY ending Mar 2026 | (Operating cash flow − fixed-asset purchases + disposals) ÷ revenue. |
| Revenue growth (YoY) | +36.9 pts | Trailing twelve months | TTM · period unavailable | Not in the analysed materials. No older figure is substituted. |
Guidance
6 targets tracked, none judged yet · 6 open · verdicts reflect calls analysed to Q4 FY26.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| MF3 ECU Shipments Start | 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. | New |
6 of SEDEMAC Mechatronics Limited's 6 targets are still open. See which are on track and which have gone quiet. The 1 above are the free sample; 5 more targets are in the full ledger.
Claimed
Qualified
Price
YTD: ₹1,451.1 on 11 Mar 2026 → ₹3,104.7. High ₹3,547.8 (28 Sept 2026), low ₹1,441.3 (12 Mar 2026).
Overview
Based on the company's own presentations, annual report and earnings calls.
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
close before → close after
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.
Guidance
6 targets tracked, none judged yet · 6 open · verdicts reflect calls analysed to Q4 FY26.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| MF3 ECU Shipments Start | 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. | New |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 6 tracked commitments, with each call’s wording and source.
Call summaries
SEDEMAC Q4 FY26
SEDEMAC delivered a robust Q4 and full FY26, achieving record revenue of ₹1,058 crore with strong profitability and RoCE, driven by high ECU volumes and broad-based growth across mobility and industrial segments. The company is expanding manufacturing capacity and diversifying its product portfolio, while acknowledging potential mild margin pressures from commodity costs and supply chain issues, and the impact of El Nino.
Read the full callEvery analysed call
Fundamentals
Current values with the period they cover; the trend reads across the 6 fiscal years held (Mar 2021 to Mar 2026).
Financials
Net profit, year on year: +94% (quarter to jun 2026 against jun 2025).
| Line item | 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 |
| Operating margin | 16.0% | 20.0% | 19.0% | 21.0% | 19.0% |
| Other income | 0 | 3 | 3 | 1 | 1 |
| Interest | 3 | 2 | 2 | 1 | 2 |
| Depreciation | 13 | 13 | 18 | 18 | 16 |
| Profit before tax | 13 | 30 | 33 | 42 | 41 |
| Tax rate | 32.0% | 43.0% | 27.0% | 23.0% | 19.0% |
| Net profit | 9 | 17 | 24 | 32 | 33 |
| EPS (₹ per share) | 2.03 | 4.01 | 5.56 | 7.26 | 7.54 |
| Line item | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 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 |
| Capital work in progress | 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 |
| Line item | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Cash from operations | 16 | 10 | 78 | 61 | 91 | 128 |
| Cash from investing | -26 | -51 | -51 | -59 | -105 | -148 |
| Cash from 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 |
| Line item | 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 |
| Return on capital employed | — | 6.0% | 11.0% | 18.0% | 24.0% | 35.0% |
| Dividend payout | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
The businesses behind the company’s reported revenue.
Mobility contributes 90.7% of reported segment revenue.
Quarter ended 30 Jun 2026 · Standalone
₹281.04 crore
₹28.73 crore
| Business segment | Revenue · ₹ crore | Share |
|---|---|---|
| Mobility | 281.04 | 90.7% |
| Industrial | 28.73 | 9.3% |
Share = segment revenue ÷ total segment revenue, before intersegment adjustments.
Intersegment transactions are between the company’s own businesses. Net segment revenue can differ from income-statement revenue because reporting definitions differ.
Source: FinEdge · Last checked 19 Sept 2026. Reported segment names are kept as supplied.
Ownership
Domestic institutions hold 38.34% as of Sept 2026; institutions added 4.56 pts since Jun 2026.
since Jun 2026
Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.
The same filing shows 7 holders trimming and 4 off the list — both are in the register beside this.
Named in the Sep 2026 filing
Every holder of SEDEMAC Mechatronics Limited above SEBI's 1% disclosure line, and what changed since Jun 2026.
| Holder | Stake | Change |
|---|---|---|
| 16.19% | unchanged | |
| VC / PE | 7.29% | −3.65 pp |
| 4.33% | newly disclosed | |
| VC / PE | 3.27% | −2.24 pp |
| Insurer | 3.10% | +0.61 pp |
| 3.01% | newly disclosed | |
| Mutual fund | 2.95% | +0.89 pp |
| 2.82% | unchanged | |
| 2.79% | unchanged | |
| 2.40% | −1.65 pp | |
| 2.32% | newly disclosed | |
| 1.99% | newly disclosed |
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.
Filings to Sep 2026
3 new, 1 added, 1 trimmed, 0 sold out — net +8.72 L shares (+44.7%).
| Scheme | Holding | Last month | Held since |
|---|---|---|---|
| SBI Automotive Opportunities Fund SBI Mutual Fund | ₹189 Cr | +0.40 L | Mar '26 |
| SBI MultiCap Fund SBI Mutual Fund | ₹168 Cr | new | Sep '26 |
| SBI Innovative Opportunities Fund SBI Mutual Fund | ₹159 Cr | held | Mar '26 |
| HDFC Defence Fund HDFC Mutual Fund | ₹139 Cr | held | Mar '26 |
| SBI Multi Asset Allocation Fund SBI Mutual Fund | ₹91 Cr | new | Sep '26 |
| HDFC Transportation and Logistics Fund HDFC Mutual Fund | ₹60 Cr | held | Mar '26 |
| HDFC Manufacturing Fund HDFC Mutual Fund | ₹60 Cr | held | Mar '26 |
| SBI Quality Fund SBI Mutual Fund | ₹52 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 Sep 2026
1 added, 1 trimmed — net +8.72 L shares (+44.7%)
Shares held by these funds −1%
Mar '26 28.25 L shares Sep '26
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