Sacheerome Ltd (Chemicals - Organic) — fundamental analysis, earnings data, and key metrics. PE: 26.3. ROE: 29.6%. This stock is not currently in the Nifty 500 momentum outperformers list.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: Full restoration of production capacity with 20% expansion, expected to add ₹150 cr annual revenue at 18% OPM
Impact: +₹120 Cr revenue
“CEO stated: 'We are targeting to complete the restoration work by March 2026 and achieve full operational capacity by June 2026'”
What: Commissioning of new API facility in Visakhapatnam moving company up value chain
Impact: +₹150 Cr revenue
“CFO stated: 'Our new API facility in Visakhapatnam is on track for commissioning in Q1 FY27, which will significantly enhance our product portfolio'”
What: New contracts with European pharma companies adding higher-margin export revenue
Impact: +₹45 Cr revenue
“COO stated: 'We have secured long-term contracts with two major European pharma companies that will commence shipments from April 2026'”
Earnings deceleration risks from management commentary
Trigger: Investigation timeline extends
Impact: -400 bps margin impact
Management view: Management acknowledged uncertainty regarding NGT investigation timeline impacting restoration schedule.
Monitor: Regulatory clearance status
Trigger: Debtor days > 100
Impact: -150 bps margin impact
Management view: Management noted elongation in payment cycles from domestic customers.
Monitor: Debtor days
Key quotes from recent conference calls
“We are targeting to complete the restoration work by March 2026 and achieve full operational capacity by June 2026, which will bring our overall capacity utilization back to pre-incident levels and beyond. — CEO”
“Margin pressure in Q3 was primarily due to lower capacity utilization and higher fixed cost absorption. Once our Pashamylaram unit is fully restored, we expect OPM to return to 18%+ levels. — CFO”
“Our order book remains strong at 1.2x TTM revenue, with particular strength in export markets where we've secured new long-term contracts. — COO”
“We maintain our full-year revenue guidance of ₹550-580 cr for FY26, with margins expected to improve sequentially from Q4 onwards as capacity utilization improves. — CEO”
Forward-looking targets from management for FY26
Revenue Growth Target
15%
Implied PAT Growth
25%
OPM Guidance
18%
Capex Plan
₹120 Cr
Key Milestones
• Pashamylaram unit fully operational by June 2026
• New API facility commissioning in Q1 FY27
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Sacheerome Ltd's latest quarterly results (Sep 2025) show
Sacheerome Ltd's current PE ratio is 26.3x.
Sacheerome Ltd's price-to-book ratio is 4.6x.
Sacheerome Ltd's fundamental strength based on key financial ratios
Sacheerome Ltd has a debt-to-equity ratio of N/A.
Sacheerome Ltd's return ratios over recent years
Sacheerome Ltd's operating cash flow is positive (FY2025).
Sacheerome Ltd currently does not pay a significant dividend (yield 0.00%).
Sacheerome Ltd's shareholding pattern (Sep 2025)
Sacheerome Ltd's promoter holding has remained stable recently.
Sacheerome Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.
Sacheerome Ltd has 3 key growth catalysts identified from recent earnings analysis
Sacheerome Ltd has 2 key risks worth monitoring
In Q3 FY26, Sacheerome Ltd's management highlighted
Sacheerome Ltd's management has provided the following forward guidance for FY26
Based on quantitative research signals, here is why Sacheerome Ltd may be worth studying
Sacheerome Ltd investment thesis summary:
Sacheerome Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
