Fiem Industries Limited has formally submitted its Investor Presentation for the 3rd Quarter of the Financial Year 2026 (3QFY26). This presentation, which covers financial performance up to December 31, 2025, details growth across its segments, including Automotive Lighting and Rear View Mirrors. The company highlighted consistent year-over-year growth, emphasizing an EBITDA CAGR of 15.41% over five years on a standalone basis. The presentation is intended for use in subsequent investor meetings.
Investor Communication for 3QFY26
Fiem Industries Limited has released its official Investor Presentation pertaining to the 3rd Quarter of FY26. This submission follows the schedule communicated earlier for the 3QFY26 Earning Call, which took place on February 12, 2026.
Executive Summary Highlights
The company overview confirms FIEM as a leading manufacturer of Automotive Lighting & Signalling Equipment and Rear View Mirrors in India, listing major clients like TVS, Honda, Yamaha, and Suzuki. Key standalone financial performance metrics showcased significant growth:
- Net Sales grew from INR 13,663 mn (FY20) to INR 24,050 mn (FY25), reflecting a 5-year CAGR of 11.97%.
- EBITDA grew from INR 1,567 mn (FY20) to INR 3,207 mn (FY25), reflecting a 5-year CAGR of 15.41%.
Segmental Revenue Mix (9MFY26)
The revenue breakdown for the nine months ended FY26 shows the continued dominance of the core business:
- Automotive Segment accounted for 99.80% of sales.
- Within the Automotive Segment, Automotive Lighting remains the largest component at 47.74%.
- Revenue from 2-Wheeler customers constituted 97.32% of the Automotive Segment revenue.
Company Milestones and Capabilities
FIEM highlighted its extensive journey and core competencies, noting that its R&D Centre in Sonepat is NABL Accredited for testing, including Photometry.
The company boasts a diversified product portfolio across Automotive Lighting, Rear View Mirrors, Plastic Moulded Parts, Sheet Metal Parts, Canisters, and Bank Angle Sensors.
Client Concentration (Automotive Segment)
Analysis of top clientele contribution for the automotive segment revealed the following structure for Q3FY26:
- TVS Motor Company was the largest contributor at 34.04%.
- Honda Two Wheeler Group followed at 24.47%.
- Replacement Market accounted for 13.26% of the segment sales.
Consolidated Financial Snapshot (FY25 vs 9MFY26)
Key figures from the Consolidated Income Statement as of FY25 and 9MFY26 demonstrate robust performance:
- Total Sales (FY25): INR 24,054 mn; Total Sales (9MFY26): INR 20,475 mn.
- PAT Margin (FY25): 8.52%; PAT Margin (9MFY26): 9.01%.
- EPS (FY25): 77.86; EPS (9MFY26): 70.12.
Balance Sheet Health
The consolidated balance sheet highlights as of September 30, 2025, show Total Assets (I + II) at INR 15,673 mn and Total Equity and Liabilities (A+B) also at INR 15,673 mn. Total Current Liabilities stood at INR 3,955 mn.
Source: BSE