Sarda Energy
- Focus on the Inflection pt here
Do check out the segmental results too. Power segment grew brilliantly 200%+ increase
Vision is to decouple from the cyclical steel industry and establish a smooth stream via Power sector. (mentioning this coz we should ideally be building the thesis for re rating using this mental model)
Guidance was 2000+cr of annual revenue from SKS power.
- 11% rev CAGR for all segments till FY26
- Full rev from SKS power will be visible in FY26
Contributions per segment
Steel - 34.52%
Ferro Alloys - 20.79%
Power - 44.3% (Contribution was 29% in Q2)
Misc - 0.4%