Sanghvi Movers (SANGHVIMOV) | News Based Sentiment Analysis

• On September 2025, Sanghvi Movers reported a strong first quarter for FY2025-26, with consolidated revenue jumping 81.50% year-on-year to ₹273.36 crore and a 2.22% increase quarter-on-quarter to ₹273.36 crore. This growth was accompanied by a 24.12% YoY increase in net profit, reaching ₹50.26 crore, though it saw a 6.64% QoQ decrease from ₹53.83 crore.
• The company is strategically shifting its business mix, which led to a decrease in the EBITDA margin to 38% in Q1 FY2026, down from 41%. This shift coincided with a significant increase in employee expenses, rising from ₹10 crores in June of the previous year to ₹18 crores.
• Sanghvi Movers is aggressively expanding its operations and has approved a substantial capital expenditure (CAPEX) of ₹321 crore, adding to the ₹114 crore already spent in Q1 FY2026. Management is confident in achieving over ₹1,000 crore in revenue for FY26, representing a 30% topline growth over FY25, supported by a current order book of ₹950 crore.
• Earlier in the month, Sanghvi Movers secured new orders worth ₹292 crore, bolstering its order book. Managing Director Rishi Sanghvi indicated that some of this order book may extend into the next fiscal year, while expressing optimism about securing additional orders in the second half of the year, particularly within their high-EBITDA core crane businesses.
• As of September 26, 2025, Sanghvi Movers’ stock price experienced a decline, falling 3.39% to ₹366.30 and accumulating a 7.17% loss over the preceding three days. The stock underperformed its sector by 2.12% and hit an intraday low of ₹362.2, indicating selling pressure, though it has gained 7.07% against the Sensex over the past month.
• On September 27, 2025, the share price continued to fall, closing at ₹365.80, a 3.62% decline from the previous close of ₹379.55. The stock traded between ₹362.00 and ₹380.90 during the session.
• The company proactively addressed regulatory compliance by closing its trading window on September 25, 2025, in accordance with SEBI regulations, and issued corporate filings regarding AGM proceedings, a secretarial auditor appointment, and a scrutinizer's report on September 25 and 26, 2025.

The Investment Story: September was a month of strong revenue growth for Sanghvi Movers, fueled by new orders and ambitious expansion plans, but tempered by a recent dip in stock price and a strategic shift impacting EBITDA margins. The company is positioning itself for significant growth in FY26, but execution will be key.

What It Means for Investors: The impressive revenue and order book growth suggest continued positive momentum, but investors should monitor the impact of the declining EBITDA margin and the recent stock price volatility. The substantial CAPEX indicates a commitment to long-term growth, while the proactive regulatory compliance demonstrates good governance.

Looking Ahead: Investors should closely watch for the release of the unaudited Q2/H1 results for September 30, 2025, and monitor the company’s progress on its expansion plans, particularly in Saudi Arabia. The trading window will be closed until 48 hours after the announcement.

The Bottom Line: Sanghvi Movers presents a cautiously optimistic investment opportunity, driven by strong financial performance and ambitious growth plans. While short-term stock price fluctuations exist, the company’s long-term prospects appear promising, making it a compelling option for investors seeking exposure to the infrastructure and renewable energy sectors.