Sedemac Mechatronics Limited (SEDEMAC)

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Sedemac Mechatronics Limited (SEDEMAC) · mywealthgrid

About

Sedemac Mechatronics is a ₹13,936 Cr market-cap auto components supplier in the Consumer Discretionary sector, generating ₹310 Cr revenue in Q1 FY26-27. The company manufactures components and equipments for vehicle production, positioning it cyclically within discretionary automotive spending. Growth depends on OEM orders and production cycles.

Face value: ₹10

Market cap

₹15,173 Cr

P/E

146.5×

P/B

33.7×

Dividend yield

ROE

27.5%

ROCE

37.1%

Debt / equity

0.11

OPM

20.5%

EPS (TTM)

₹23.5

Book value

₹101.7

52-week high

—

52-week low

Key insights

Company research notes and source-linked reviews

Key risks

PE of 134.54 is elevated relative to 7.6% Q/Q revenue growth; verify if earnings growth accelerates to justify valuation
Operating margin declined 190 bps Q/Q (21.02% to 19.1%); verify whether this reflects temporary input costs or structural pricing pressure
EPS grew only 3% Q/Q (₹7.54 from ₹7.32) despite 7.6% revenue growth; verify if margin compression continues
Auto components sector is cyclical; verify current OEM order visibility and vehicle production demand

Generated analysis · source review pending

Growth drivers

Q1 FY26-27 revenue of ₹309.77 Cr grew 7.6% Q/Q; verify if growth rate is sustainable or seasonal
ROE of 27.53% indicates capital efficiency; verify if this reflects structural advantages or cyclical profitability
D/E of 0.11 provides financial headroom; verify if management plans capex or M&A to deploy this capacity
OPM of 20.5% (vs 19.1% in latest quarter) suggests recovery potential if input costs stabilize

Generated analysis · source review pending

136 historical price candles were omitted because the exchange source has not been verified.

₹3,432.8-1.5%1Y

Quick read

rule-based

Pros

+Strong return on equity of 18.2% (3-yr avg)
+High return on capital employed of 31.1%
+Healthy operating margin of 20.5%
+Profit CAGR of 129.5% over the last 3 years
+Revenue CAGR of 35.8% over the last 3 years
+Comfortable interest coverage of 18.6×

Cons

−Expensive at 146.5× trailing earnings
−Trading at 33.7× book value

Research score

Structured signal from quality, growth, valuation and momentum.

62/100

Business quality: 87
Growth

Revenue & net profit

₹ crore, by fiscal year

RevenuePAT

Margins

% of revenue, by fiscal year

OPMPAT margin

Peers

Comparable companies from the narrowest available industry classification.

Part ofNIFTY MICROCAP 250 NIFTY TOTAL MARKET

Screen this industry

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Financials

Reported profit and loss, balance sheet, cash flow and growth history.

Annual Quarterly

Standalone figures · ₹ crore

₹ Cr	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	423	531	658	1,058
COGS	303	363	411	646
Gross profit	120	168	248	413
	72	90	127	196
	47	78	121	217
OPM %	11.2%	14.7%	18.4%	20.5%
Depreciation	30	36	45	63
Interest	16	38	12	9
	7	5	4	5
Profit before tax	8	9	68	150
Tax	-1	3	21	47
Tax %	-7.1%	33.4%	30.5%	31%
	9	6	47	104
PAT margin %	2%	1.1%	7.2%	9.8%
EPS (₹)	2.1	1.5	10.9	23.9
EPS adjusted (₹)	—	—	—	23.5

₹ Cr	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Equity capital	0	0	0	44
Reserves	115	124	303	405
Minority interest	0	0	—	—
	110	151	50	51
	107	128	138	314
Total equity & liabilities	331	402	491	814
	114	133	184	253
CWIP	3	3	4	20
Investments	0	0	19	0
	215	266	284	540
Total assets	331	402	491	814

₹ Cr	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	78	61	91	128
	-51	-59	-105	-148
	-24	-1	13	18
Net cash flow	2	0	-1	-3
Free cash flow	49	22	34	-11
CFO / Operating profit %	163.9%	78%	75.2%	59%

Compounded sales growth

7 years: —
5 years: —
3 years: 36%
1 year: 61%

Compounded profit growth

7 years: —
5 years: —
3 years: 130%
1 year: 120%

Return on equity

7 years: —
5 years: —
3 years: 14%
Last year: 23%

Segment results

As reported in NSE results XBRL. Segment result is before tax and finance costs. ROCE uses that annual result divided by segment assets less liabilities.

Source XBRL ↗

Latest reported period · 31 Mar 2026 · ₹ crore

Segment	Revenue	Result	Assets	Liabilities	Capital employed	ROCE %
Mobility	910.57	129.98	654.05	259.6	394.45	32.95
Industrial	147.81	22.96

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Ratios

Annual operating, return, leverage and working-capital ratios.

Standalone figures

Ratio	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Margins
Gross margin %	28.3%	31.6%	37.6%	39%
EBITDA margin %	11.2%	14.7%	18.4%	20.5%
EBIT margin %	4.1%	7.9%	11.5%	14.5%
PAT margin %	2%	1.1%	7.2%	9.8%
Working capital
Receivable days	13	19	24	46
Inventory days	109	118	120	106
Payable days	2	3	3	128
NWC days	119	134	142	25
Leverage
Current ratio	0.77	0.75	1.45	1.38
Debt to EBITDA	2.31	1.93	0.41	0.23
Debt to equity	0.95	1.21	0.16	0.11
Interest coverage	1.5	1.2	6.6	18.6
Asset turnover	1.28	1.32	1.34	1.3
Return ratios
Return on assets %	2.6%	1.5%	9.6%	12.7%
Return on capital employed %	13.8%	26.2%	30.1%	37.1%
Return on equity %	7.5%	4.7%	15.5%	23.1%

Derived from reported annual statements. ROCE uses EBIT over capital employed (total assets less current liabilities). Day counts average the opening and closing balance; receivables turn on revenue, inventory and payables on cost of goods sold.

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Shareholding

Quarterly ownership, named holders, insider transactions and disclosed deals.

Quarterly Annual

Every quarter filed · % of equity

Holder (%)	Dec 2025	Mar 2026	Jun 2026
	26.24%	26.24%	26.23%
	10.68%	2.52%	4.27%
	43.29%	43.93%	39.81%
Government	0%	0%	0%
	19.79%	27.31%	29.69%
No. of shareholders	32,099	18,127	25,697

Promoter holding down 0.01 percentage points since Dec 2025.

43 deals · 24 Sept 2026 – 24 Sept 2026

Date	Client	Type	Venue	Side	Quantity	Price	Value
24 Sept 2026	A91 EMERGING FUND II LLP	Bulk	NSE	Sell	16,10,872	₹3,010.00	₹484.87 Cr
24 Sept 2026	A91 EMERGING FUND II LLP	Block	NSE	Sell	16,10,872	₹3,010.00	₹484.87 Cr
24 Sept 2026	GOVERNMENT OF SINGAPORE	Block	NSE	Buy	10,23,299	₹3,010.00	₹308.01 Cr
24 Sept 2026	GOVERNMENT OF SINGAPORE	Bulk	NSE	Buy	10,23,299	₹3,010.00	₹308.01 Cr
24 Sept 2026	XPONENTIA OPPORTUNITIES FUND - II	Block	NSE	Sell	9,92,434	₹3,010.00	₹298.72 Cr
24 Sept 2026	XPONENTIA OPPORTUNITIES FUND - II	Bulk	NSE	Sell	9,92,434	₹3,010.00	₹298.72 Cr
24 Sept 2026	INVESCO MUTUAL FUND	Block	NSE	Buy	6,65,531	₹3,010.00	₹200.32 Cr
24 Sept 2026	SBI MUTUAL FUND	Block	NSE	Buy	6,64,452	₹3,010.00	₹200.00 Cr
24 Sept 2026	SBI MUTUAL FUND	Bulk	NSE	Buy	5,24,917	₹3,010.00	₹158.00 Cr
24 Sept 2026	MACE PRIVATE LIMITED	Bulk	NSE	Sell	4,82,590	₹3,010.00	₹145.26 Cr

1–10 of 43

1 / 5

Ms. Poyni BhattNon-Executive - Independent Director-Chairperson
Mr. Shashikanth SuryanarayananExecutive Director-MD
Mr. Amit Arun DixitExecutive Director
Mr. Manish SharmaExecutive Director
Mr. Namakal Srinivasan ParthasarathyNon-Executive - Independent Director
Mr. Udo Edgar WolzNon-Executive - Non Independent Director
Prasad Rajendra ChavanCompany Secretary & Compliance Officer

Current officeholders as filed with BSE. A person holding two offices is listed once per office.

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F&O

Current futures and options contracts with compact option-chain pages.

Not in the F&O segment

Only about 210 stocks have listed futures and options. Contracts appear here for those, refreshed after each close.

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Fund holders

Mutual-fund schemes that disclosed a holding in the company.

Portfolio month

Schemes holding

across 8 fund houses

Held by these funds

9.3%

of the company's equity

All mutual funds

15.33%

shareholding pattern, Jun 2026

Portfolios as of

August 2026

compared with July 2026

27 schemes · 8 fund houses

		Shares
Small Cap FundNEW	ICICI Prudential Mutual Fund	6.71 L	207.21	2.11%	1.517%	—
Automotive Opportunities Fund	SBI Mutual Fund	5 L	154.47	2.43%	1.131%	-0
Innovative Opportunities Fund	SBI Mutual Fund	4.54 L	140.32	2.55%	1.028%	-0
Flexi Cap FundNEW	ICICI Prudential Mutual Fund	4.31 L	133.15	0.51%	0.975%	—
Flexi Cap Fund	Helios Mutual Fund	2.68 L	82.67	0.95%	0.605%	-0
Franklin India Small Cap Fund (Formerly known as Franklin India Smaller Companies Fund) ^NEW	Franklin Templeton Mutual Fund	2.42 L	74.7	0.51%	0.547%	—
Flexi Cap Fund	Bajaj Finserv Mutual Fund	2.08 L	64.36	0.74%	0.471%	+60,130
BALANCED ADVANTAGE FUNDNEW	Tata Mutual Fund	1.82 L	56.12	0.66%	0.411%	—

1–8 of 27

1 / 4

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Documents

Annual reports, exchange filings, offer documents, ratings and earnings-call material.

Announcements

Offer and rights documents

SEDEMAC Mechatronics Limited — PROSPECTUSListing · 9 Mar 2026

Credit ratings

Investor Presentation and earnings call

May 2026Transcript AI Summary PPT REC

Documents link to external sources (exchange filings, company investor pages).

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Events

Upcoming dates and the company’s corporate-action history.

1

Board meeting to consider results28 Jul 2026

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Announcements

Latest exchange announcements, filings and downloadable documents.

1 month 3 months 6 months 1 year All

62 announcementsExport CSV

28 Sept 2026, 1:08 pmInsider Trading / SAST

Closure of Trading Window

Closure of Trading Window PDF

15 Sept 2026, 6:10 pmCompany Update

Announcement under Regulation 30 (LODR)-Credit Rating

Credit Rating PDF

12 Sept 2026, 1:45 pmCompany Update

Intimation Under Regulation 30 Of The SEBI (Listing Obligations And Disclosure Requirements) Regulations, 2015

General PDF

10 Sept 2026, 8:57 pmAGM/EGM

Shareholder Meeting / Postal Ballot - Scrutinizers Report

AGM PDF

9 Sept 2026, 6:50 pmAGM/EGM

Shareholder Meeting / Postal Ballot-Outcome of AGM

AGM PDF

9 Sept 2026, 5:15 pmCompany Update

Intimation Under Regulation 30 Of The SEBI (Listing Obligations And Disclosure Requirements) Regulations, 2015

General PDF

8 Sept 2026, 2:06 pmCompany Update

Intimation Under Regulation 30 Of The SEBI (Listing Obligations And Disclosure Requirements) Regulations, 2015

General PDF

7 Sept 2026, 9:27 pmCompany Update

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

Analyst / Investor Meet PDF

Date	Category	Subject	Filing
28 Sept 2026, 1:08 pm	Insider Trading / SAST Closure of Trading Window	Closure of Trading Window	PDF
15 Sept 2026, 6:10 pm	Company Update Credit Rating	Announcement under Regulation 30 (LODR)-Credit Rating	PDF

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Ratio	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Margins
Gross margin %	28.3%	31.6%	37.6%	39%
EBITDA margin %	11.2%	14.7%	18.4%	20.5%
EBIT margin %	4.1%	7.9%	11.5%	14.5%
PAT margin %	2%	1.1%	7.2%	9.8%
Working capital
Receivable days	13	19	24	46
Inventory days	109	118	120	106
Payable days	2	3	3	128
NWC days	119	134	142	25
Leverage
Current ratio	0.77	0.75	1.45	1.38
Debt to EBITDA	2.31	1.93	0.41	0.23
Debt to equity	0.95	1.21	0.16	0.11
Interest coverage	1.5	1.2	6.6	18.6
Asset turnover	1.28	1.32	1.34	1.3
Return ratios
Return on assets %	2.6%	1.5%	9.6%	12.7%
Return on capital employed %	13.8%	26.2%	30.1%	37.1%
Return on equity %	7.5%	4.7%	15.5%	23.1%

Company	Mkt Cap	EV	Revenue	EBITDA	OPM	PAT	NPM	ROCE	ROE	WC Days
Samvardhana Motherson International LimitedMOTHERSONMOTHERSON	₹1,65,731 Cr	₹1,81,626 Cr	₹1,31,135 Cr	₹12,541 Cr	9.4%	₹4,380 Cr	3.2%	12.6%	10.2%	-26
Bosch LimitedBOSCHLTDBOSCHLTD	₹1,34,166 Cr	₹1,34,166 Cr	₹21,088 Cr	₹2,832 Cr	13.2%	₹2,363 Cr	13.8%	21%	19.4%	13
Bharat Forge LimitedBHARATFORGBHARATFORG	₹89,644 Cr	₹96,518 Cr	₹17,543 Cr	₹2,963 Cr	17.4%	₹706 Cr	6.5%	17.9%	11.5%	136
Uno Minda LimitedUNOMINDAUNOMINDA	₹64,160 Cr	₹66,698 Cr	₹20,725 Cr	₹2,280 Cr	11.5%	₹1,202 Cr	6.5%	19.3%	19.1%	37
Schaeffler India LimitedSCHAEFFLERSCHAEFFLER	₹60,732 Cr	₹60,787 Cr	₹10,505 Cr	₹1,917 Cr	18.2%	₹1,253 Cr	11.9%	27.3%	20.2%	68
Sona Blw Precision Forgings LimitedSONACOMSSONACOMS	₹50,071 Cr	₹50,314 Cr	₹4,935 Cr	₹1,207 Cr	24.7%	₹686 Cr	14.1%	14.6%	11%	121
Tube Investments Of India LimitedTIINDIATIINDIA	₹45,302 Cr	₹45,695 Cr	₹23,754 Cr	₹2,260 Cr	9.9%	₹607 Cr	4.9%	15.4%	9.6%	41
Endurance Technologies LimitedENDURANCEENDURANCE	₹36,602 Cr	₹37,928 Cr	₹15,592 Cr	₹2,058 Cr	13.5%	₹970 Cr	6.5%	18.5%	15.2%	-6
Exide Industries LimitedEXIDEINDEXIDEIND	₹34,803 Cr	₹35,896 Cr	₹18,829 Cr	₹1,954 Cr	10.4%	₹932 Cr	4.8%	8.9%	6.1%	42
Dhoot Transmission LimitedDHOOTTRANSDHOOTTRANS	₹29,518 Cr	₹30,359 Cr	₹4,525 Cr	₹711 Cr	15.7%	₹397 Cr	8.8%	30.8%	23.1%	69
Craftsman Automation LimitedCRAFTSMANCRAFTSMAN	₹26,897 Cr	₹30,238 Cr	₹8,717 Cr	₹1,357 Cr	15.3%	₹465 Cr	4.8%	16.1%	12.5%	74
Sansera Engineering LimitedSANSERASANSERA	₹26,686 Cr	₹27,144 Cr	₹3,753 Cr	₹696 Cr	18.1%	₹351 Cr	9.3%	14.7%	11.1%	98

Sedemac Mechatronics Limited

About

Key insights

Key risks

Growth drivers

Quick read

Pros

Cons

Research score

Revenue & net profit

Margins

Peers

Financials

Profit & loss

Balance sheet

Cash flow

Compounded returns

Compounded sales growth

Compounded profit growth

Return on equity

Segment results

Ratios

Ratio timeline

Shareholding

Quarterly record

Bulk & block deals

Board and management

F&O

Not in the F&O segment

Fund holders

Documents

Announcements

Offer and rights documents

Credit ratings

Investor Presentation and earnings call

Events

Board meetings1

Announcements

Board meetings1

Announcements

Offer and rights documents

Credit ratings

Investor Presentation and earnings call

Ratio timeline

Not in the F&O segment

Quarterly record

Bulk & block deals

Board and management

Profit & loss

Balance sheet

Cash flow

Compounded returns

Compounded sales growth

Compounded profit growth

Return on equity

Segment results

Industrial · revenue

1

1