Sarda Energy & Minerals Limited share price

NSE: SARDAEN · ISIN INE385C01021

Key numbers

Market cap
₹ 17,378 Cr
Current price
₹ 493.15
52-week high / low
₹ 624 / 453
Stock P/E
15.4
Book value
₹ 209.0
Dividend yield
0.41%
ROCE
17.5%
ROE
16.2%
Debt to equity
0.36
Sales growth (3 yrs)
10.4%
Profit growth (3 yrs)
22.5%
1-year return
-15.7%

About Sarda Energy & Minerals Limited

Sarda Energy & Minerals Limited produces and sells steel products in India and internationally. The company product portfolio includes pellets, sponge iron, steel billets and wire rods, ferro alloys, eco-bricks, and HB wires. It is also involved in coal and iron ore mining, as well as operation of hydro, thermal, and solar power plants. Sarda Energy & Minerals Limited was incorporated in 1973 and is headquartered in Raipur, India.

Quarterly results

Consolidated figures in ₹ crores

Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales1,6261,5171,2611,2401,589
Operating profit617513316348653
Net profit434323190158458
EPS (₹)12.339.175.404.4813.00

Concall summary (2026-08-10)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • We have secured medium and long-term power supply agreements for over 380 megawatts out of the total 710 -megawatt sal eable power capacity, which meaningfully improves revenue visibility and earnings stability for our power business going forward.
  • We now expect commissioning before the end of the next quarter.

Growth & demand

  • Q1 total income stood at INR 1,717 crores, EBITDA at INR 762 crores and PAT at INR 478 crores, a growth of 9.4% Y-o-Y.
  • Our energy business remained the key growth driver, contributing nearly 70% of consolidated EBITDA and providing stability to overall earnings.

Margins & costs

  • Net profit included a onetime net benefit worth INR 110 crores, mainly relating to the regulatory approval of final project cost for 113-megawatt Sikkim hydropower plant.
  • On the realization front, the steel prices remained largely range bound with a mild negative bias during the quarter, while ferro alloys prices saw a modest improvement, the price realization from sale of power was lower Y-o-Y.

Capex & expansion

  • Sarda Energy & Minerals Limited August 03, 2026 During the quarter, generation at the 600-megawatt thermal power plant continued to be steady during the quarter with an average PLF of 85.9%.
  • Moving on to the updates on our ongoing capacity expansion.

Risks & challenges

  • Delayed monsoon conditions weighed on hydropower with small hydropower generation declining roughly 30% year-on-year and large hydropower generation declining 7%.
  • Domestic crude steel production grew over 7.5%, even as China and several other major producers saw declines.

Peers in Steel

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