SEDEMAC Q1 profit nearly doubles as mobility revenue climbs 53%

Auto-electronics supplier SEDEMAC reported Q1 FY27 net profit of ₹33.3 crore, up 95.1% year-on-year, on operating revenue of ₹309.8 crore. Mobility sales to OEMs including Tata Motors, Bajaj Auto and Hero MotoCorp drove growth, though EBITDA margin narrowed to 19.4% amid higher material costs and semiconductor constraints.

— Source publishedWed, 29 Jul, 2026, 01:11 IST·First seen Wed, 29 Jul, 2026, 01:27 IST·Source Inc42 · Buzz

What happened

SEDEMAC Mechatronics · Auto-electronics supplier SEDEMAC reported Q1 FY27 profit of ₹33.3 crore and revenue of ₹309.8 crore, driven by mobility sales to OEMs

Key facts

  • Q1 FY27 net profit ₹33.3 crore, up 95.1% YoY
  • Operating revenue ₹309.8 crore, up 42.5% YoY
  • Total expenses ₹269.3 crore, up 41.9% YoY
  • EBITDA ₹60 crore, up 30% YoY
  • EBITDA margin 19.4%, versus 21.2% a year earlier
  • Mobility segment revenue ₹281 crore, up 53.4% YoY
  • Industrial solutions revenue ₹28.7 crore, down 15.7% YoY
  • More than 1.3 crore ECUs sold cumulatively

Why this matters

SEDEMAC’s growth with Tata Motors, Bajaj Auto and Hero MotoCorp reinforces the strategic value of OEM-linked mobility electronics capabilities, particularly in powertrain and vehicle-control partnerships.

What to watch

  • Quarterly EBITDA margin trend versus the reported 19.4%.
  • Semiconductor lead times, inventory levels and management commentary on supply availability.
  • Production and retail-sales trends at Tata Motors, Bajaj Auto and Hero MotoCorp.
  • Evidence of input-cost pass-through or improved product mix.
  • New OEM wins, platform launches and mobility-content expansion.
  • Increase semiconductor sourcing diversification and inventory buffers for critical components.
  • Pursue customer-approved price resets, product redesign and localization to protect gross margin.
  • Expand higher-content mobility products and software-linked control systems to raise revenue per vehicle.
  • Use strong profitability and cash generation to deepen OEM programs beyond existing anchor customers.

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