Sedemac Mechatronics LtdNSE:SEDEMAC
Current view Q4 2026
Makes sensorless engine/motor control units for two-wheelers and gensets. Sales jumped 61% to Rs 1,058 cr and profit doubled as emission rules drove ISG adoption - but the stock trades at a steep 117 P/E.
Latest exchange filings last 5 · 5 after Q4 2026
- 15 Sep ’26ICRA upgrades SEDEMAC’s loan ratings to A Positive; rated amount enhanced to Rs 214.95 crore. ↗
- 12 Sep ’26GST Department search at SEDEMAC concluded on Sept. 11; company says no material impact. ↗
- 10 Sep ’26Shareholder Meeting / Postal Ballot - Scrutinizers Report 10 Sep ↗
- 9 Sep ’26Shareholder Meeting / Postal Ballot-Outcome of AGM 9 Sep ↗
- 9 Sep ’26Tamil Nadu GST order received on 8 Sep 2026; ₹40,036 demand confirmed for FY23, FY24 notice dropped. ↗
Exchange filings, with the company's own one-line summary, read off the same page as the figures. Screener publishes only the most recent few, so this is the last 5 — not everything filed since your note, and a quiet-looking list is not proof of a quiet quarter. A filing is marked new when it is dated after the end of the quarter your note covers. Not scored, and not a judgement — a routine repayment notice and a takeover sit in the same list.
AI concall report · Q4 2026
The full earnings-call read behind this view — what management promised, what they delivered, and the earning trigger.
Growth Q4 2026
| Metric | This year vs lastYoY · vs Q4 2025 | vs the quarter beforeQoQ, sequential · vs Q3 2026 | 3-year yearly average3Y CAGR · compounded | 5-year yearly average5Y CAGR · compounded |
|---|---|---|---|---|
| Sales | ▲ +59.9% | +7.9% | +35.7% | +34.5% |
| Operating profit | ▲ +113.9% | +17.6% | +60.2% | +48.3% |
| EPS | ▼ −99.8% | +30.6% | −85.5% | −67.6% |
| PAT | ▲ +272.6% | +33.3% | — | — |
Tinted rows drive the Tier. Tier = the weaker of YoY Sales and YoY PAT growth. Here the weaker is Sales at +59.9%, which is ≥ 20% → Tier 1.
QoQ is sequential, not a trend. For most Indian companies the March quarter is seasonally the largest, so a June-quarter fall against it is a calendar effect. Only the YoY column feeds the Tier.
Multibagger potential
No score — no price history. The eight growth columns arrive with the quarter's Excel import; until then a number here would be invented.
How it compares with its rivals Capital Goods · 6 of 129 listed
These are the industry's largest names rather than companies of its own size, so the columns are worth reading straight across — a ranking against them would only be restating the size gap.
| Company | Price | P/E | Size | ROCE | Profitlast qtr | Saleslast qtr |
|---|---|---|---|---|---|---|
| Sedemac Mechatro | ₹3,177 | 119.3× | ₹14,033 Cr | 35.3% | +95.1% | +42.5% |
| Samvardh. Mothe. | ₹164 | 38.0× | ₹1.74 L Cr | 13.4% | +81.5% | +16.6% |
| Bosch | ₹47,778 | 59.6× | ₹1.41 L Cr | 21.5% | +5.2% | +22.0% |
| Bharat Forge | ₹1,990 | 94.2× | ₹95,149 Cr | 12.6% | −57.7% | +18.7% |
| Uno Minda | ₹1,241 | 58.6× | ₹71,687 Cr | 19.6% | +1.8% | +23.8% |
| Schaeffler India | ₹4,145 | 50.1× | ₹64,788 Cr | 27.9% | +13.7% | +17.5% |
Screener's own peer group, from the request already made for the industry P/E. It serves the industry's largest names by market cap, not companies of a similar size, so treat this as context rather than a like-for-like table; this company is always shown. On a phone the price, size and sales columns are dropped rather than pushed off the edge. Not part of the score.
Business quality to Jun 2026
| Are the margins widening? | yes — a little wider than 15 months earlier | operating margin 16% → 19% over 15 months |
|---|---|---|
| Did the profit turn into cash? | most of it arrived as cash | 71% last year, 81% over three · free cash flow −₹47 cr, positive in 2 of 5 years |
| Is the growth borrowed? | lightly borrowed | ₹72 cr — 0.16× its own equity (was 0.21×) |
| Is it being collected? | customers are taking longer to pay | 46 days to collect, up 22 in a year · cash cycle 25 days |
| Who has been buying? | promoter stake unchanged on record | promoters 26.2% · FIIs 4.3% · DIIs 39.8% |
| What does it earn on its capital? | earns a high return on the capital it employs | ROCE 35.3% · ROE 26.9% |
Fetched from the filings, not typed — and deliberately not part of the score. These are the questions the score cannot ask: it reads growth, price and trend, so a company can score well while its profit never becomes cash. Weigh these beside the note, not against the number.
Screener's own checklist not mine, not the score
In its favour
- Company has delivered good profit growth of 69.4% CAGR over last 5 years
Against it
- Stock is trading at 31.0 times its book value
- Though the company is reporting repeated profits, it is not paying out dividend
- Debtor days have increased from 29.7 to 46.1 days.
Generated by screener.in from a fixed checklist — not written by me and not an input to the score. It is here as a second machine opinion to weigh against the note; where it disagrees with the view above, the note is the considered one.