ftInvstr
SANDUMA · Basic Materials ₹197.56 -0.22% Mkt Cap ₹9583 Cr fair

SANDUMA

Basic Materials Steel
₹197.56
-0.22% today · 30d -7.55%
as of 2026-09-04
Price · Daily Candles
“Sandur Manganese Surges with FII Interest and Strong Profit Growth; Bonus Issued”
Sandur Manganese & Iron Ores Ltd (SANDUMA) reported strong annual revenue growth of 62.31% and net profit growth of 39.83% for FY26. Quarterly net profit jumped 50.98% YoY to ₹236 Cr, with an operating margin of 26.52%. FIIs increased their stake by 0.44% QoQ to 1.64% in Q4 FY26.
BULL CASE
+Annual revenue for FY26 grew by 62.31% YoY to ₹5088 Cr, with net profit up 39.83% YoY to ₹658 Cr.
+Q4 FY26 net profit increased 50.98% YoY to ₹236 Cr, while operating profit rose 24.93% YoY to ₹406 Cr.
+The company's P/E (TTM) is 17.58, significantly lower than industry leaders like JSW Steel (90.1) and Tata Steel (76.74), indicating potential value.
+FII shareholding increased by 0.44% QoQ in Q4 FY26, bringing their total stake to 1.64%.
+ROCE of 24.0% highlights efficient capital utilization, outperforming peers like JSW Steel (12.68%) and Tata Steel (13.82%).
BEAR CASE
EBIT growth predictions for the next year (rolling 4-year and stable 7-year) show weak ranks at 0.551 and 0.482 respectively.
Free Cash Flow (FCF) growth predictions are weak, with a rank of 0.0 for both rolling 4-year and stable 7-year periods.
The stock is trading at 12.88% below its 52-week high of ₹273.0, suggesting some recent price correction.
The ML model predicts severe FCF compression (h1=-38.1%, h2=-39.4%, h3=-40.0%), leading to a 'model unreliable' status for intrinsic value calculation.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹1375 Cr
+21.09% YoY
NET PROFIT
₹228 Cr
+36.36% YoY
OPM
25.78%
-1.53pp YoY
EPS
₹4.67
PE 17.58
Intrinsic value · DCF ₹155.41 · Margin of safety -21.3% (fair) · FCF yield 10.31%
◇ Sector Position
Sandur Manganese trades at a P/E of 17.58 and boasts a ROCE of 24.0%, positioning it with a lower valuation but comparable efficiency compared to peers like Lloyds Metals (P/E 28.33, ROCE 27.44) and outperforming larger players like JSW Steel (P/E 90.1, ROCE 12.68).
PEERPEROCE %
SANDUMA17.5824.0
JSWSTEEL90.112.68
TATASTEEL76.7413.82
LLOYDSME28.3327.44
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒

9 ML-predicted forward-growth ranks across sales, EBIT, and FCF.

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71
SCORE / 100
Overall
6-axis composite of the sections below.
Performance STRONG 90
Valuation CHEAP 75
Growth STRONG 81
Profitability HIGH 92
Technicals WEAK 37
Risk MODERATE 50
Key Stats
TTM PE
17.58
P/B
3.98
52W HIGH
₹273.0
OFF HIGH
-27.63%
DIV YIELD
0.18%
MKT CAP
₹9583 Cr
◉ Active Signals
MACDBearish-0.552
RSI(14)Neutral41.39
⧉ Strategy Fit 🔒

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