SELLOWRAP
Sellowrap Industries financials
- Market cap
- ₹93 Cr
- Calls analysed
- 2
SELLOWRAP Q4 FY26
What went well
- FY26 Revenue from operations at ₹200.82 crores.
- FY26 EBITDA of ₹26.20 crores, with a margin of 12.96%.
- H2 FY26 Revenue of ₹114.23 crores, driven by healthy demand from automotive OEMs.
What to watch
- H2 FY26 PAT margin declined to 3.79% (₹4.33 crores) from FY26 PAT margin of 5.04% (₹10.13 crores).
- Q4 FY26 EBITDA margins declined from ~14.4% to ~10% QoQ due to raw material costs, labor issues, and pricing.
Guidance record · Q4 FY26
what the last two calls moved 12 tracked 0 delivered 4 missed 8 open- Bottom line growth missed said Q2 FY26 Promised: grow by 8-10% on bottom line Q4 FY26: FY26 EPS declined from 22.6 to 7.37, and H2 PAT margin compressed to 3.79%. This indicates a significant miss on the FY26 bottom-line growth target.
- Top line growth revised up said Q2 FY26 Promised: grow by 8-10% on top line Q4 FY26: Guidance for FY27 revised upwards to 10-20% growth. FY26 growth is unverified due to lack of FY25 base data, but the forward-looking guidance has been strengthened.
- Optimum revenue potential on track said Q2 FY26 Promised: Revenue could be around 250-300 crores from current asset base Q4 FY26: Management reiterated this potential, stating 'the theoretical capacity in the revenue terms, we can move up to 260 or 270.'
All 12 tracked — every revision, and every one management stopped mentioning.
Open the guidance ledgerQuarterly results
Q1 FY27: revenue up 39.5%, net profit down 21.3% against the same quarter last year.
| Line item | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|
| Revenue | 39 | 48 | 43 | 44 | 46 +18% | 68 +42% | 60 +40% |
| EBITDA | 4 | 6 | 6 | 6 | 7 +72% | 6 −4% | 4 −41% |
| Net profit | 1 | 2 | 3 | 2 | 3 +109% | 2 −34% | 2 −21% |
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 −39.2% 1Y
1Y: ₹111 on 10 Sept 2025 → ₹67.5. High ₹112.1 (12 Sept 2025), low ₹62.45 (2 Apr 2026).
How the price took the results
close before → close after
- Q2 FY26
- 0.0%
- 20 Jan
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.
Financials, as filed
| Year ending | FY26 |
|---|---|
| Revenue | ₹201 Cr |
| Operating profit | ₹25 Cr |
| Operating margin | 12.4% |
| Interest | ₹3 Cr |
| Depreciation | ₹10 Cr |
| Net profit | ₹9 Cr |
| Net margin | 4.6% |
| Cash from operations | ₹-14 Cr |
| Free cash flow | ₹-20 Cr |
| ROCE | 16.0% |
How to read this
From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.
Balance sheet
| Year ending | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|
| Equity capital | ₹9 Cr | ₹9 Cr | ₹9 Cr | ₹9 Cr | ₹14 Cr | ₹14 Cr |
| Reserves | ₹23 Cr | ₹17 Cr | ₹20 Cr | ₹24 Cr | ₹64 Cr | ₹68 Cr |
| Borrowings | ₹16 Cr | ₹23 Cr | ₹30 Cr | ₹32 Cr | ₹39 Cr | ₹45 Cr |
| Other liabilities | ₹21 Cr | ₹24 Cr | ₹29 Cr | ₹29 Cr | ₹51 Cr | ₹50 Cr |
| Total liabilities | ₹70 Cr | ₹74 Cr | ₹89 Cr | ₹94 Cr | ₹167 Cr | ₹176 Cr |
| Fixed assets | ₹28 Cr | ₹31 Cr | ₹32 Cr | ₹33 Cr | ₹52 Cr | ₹49 Cr |
| Capital work in progress | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹1 Cr |
| Investments | ₹16 Cr | ₹10 Cr | ₹10 Cr | ₹10 Cr | ₹26 Cr | ₹24 Cr |
| Other assets | ₹25 Cr | ₹33 Cr | ₹46 Cr | ₹50 Cr | ₹89 Cr | ₹102 Cr |
| Total assets | ₹70 Cr | ₹74 Cr | ₹89 Cr | ₹94 Cr | ₹167 Cr | ₹176 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 Sep 2025, the public added +2.76 pp while DIIs trimmed −2.56 pp. The shareholder count shrank 11% to 341.
- Promoters
- 69.2%
- FIIs
- 3.7%
- DIIs
- 1.9%
- Public
- 25.2%
Since Sep 2025
- Public +2.76 pp
- DIIs −2.56 pp
- FIIs −0.44 pp
How it drifted, 3 quarters
Over this window the public went from 22.4% to 25.2% — +2.8 pp.
Ownership split by quarter, oldest first. Sep '25: Promoters 69.0%, FIIs 4.1%, DIIs 4.5%, Public 22.4%.Mar '26: Promoters 69.2%, FIIs 3.7%, DIIs 1.9%, Public 25.2%.Jun '26: Promoters 69.2%, FIIs 3.7%, DIIs 1.9%, Public 25.2%.
Who is on the register
Named in the Jun 2026 filing
Every holder of Sellowrap Industries Ltd above SEBI's 1% disclosure line, and what changed since Mar 2026.
| Holder | Stake | Change |
|---|---|---|
| Sushil Kumar Poddar | 26.59% | unchanged |
| Saurabh Marketing Private Limited | 18.02% | unchanged |
| Saurabh Poddar | 12.09% | unchanged |
| Pooja Poddar | 7.38% | unchanged |
| Meru Investment Fund Pcc-Cell 1 FPI fund | 3.67% | unchanged |
| Wasim Javid Dalal | 2.91% | unchanged |
| Meena Poddar | 2.49% | unchanged |
| Holani Venture Capital Fund- Holani Venture Capital Fund-I Mutual fund | 1.76% | unchanged |
| Kaizen Organics Private Limited | 1.46% | unchanged |
| Sushil Kumar Poddar Huf | 1.39% | unchanged |
| Market Maker Unclassified | 0.84% | −0.10 pp |
| Khush Poddar | 0.70% | unchanged |
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.
What the price assumes
- Growth the price implies
- 2.3% 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
All earnings calls (2)
Read the Q4 FY26 call →Learn to analyse Sellowrap Industries Ltd
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